Stock Loss Report
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A stock loss report is used when an investor wants to minimise their net capital gains during a financial year for tax purposes. Usually, investors review their investment portfolio at the end of each financial year particularly in June to decide whether to leverage a tax-loss selling strategy.
What is a tax loss selling and when do you claim it?
Tax-loss selling is only possible when you dispose of the shares but not if you continue to hold them. When you are selling investments that incur a capital loss, it can offset the capital gains of the year. By using this strategy, you can diminish some of the loss you are incurring in the portfolio and re-align your investing strategy.
This is a tricky strategy and knowing which one to dispose of to maximise the benefits needs expertise. Our team at Business Plans Pro has been doing this for a long period of time. Reach out to us and we will set it up for you!
Time frame & Cost
Delivery Time Frame
Price
From $600 + GST (Stock Loss Report)
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