Investments

General

• Changing investment accounts to unitised/non-unitised
• Unrealised Gain Writeback
• Simple Dietz
• How to solve Duplicate Investment Accounts?
• Share Purchase Example
• Balance Review

See all 9 articles

Transactions

• How to manually post an Investment Disposal
• How to Enter an Investment Cost Base Adjustment
• How to Enter Investment Purchases

Term Deposits

• Term Deposit Matured
• Term Deposit Acquisition
• Move Term Deposit from one account to another
• Term Deposit

Foreign

• International Trades through Contract Notes
• Processing Foreign Bank Accounts
• Foreign Currency Conversion -Data Input
• International Shares in Listed Companies (Overseas)
• Foreign Currency

Rental Properties

• Selling a Property
• Recording asset depreciation using the Depreciation Worksheet
• How to process borrowing costs for an SMSF rental property investment?
• How to process rental property transactions?
• Separate Depreciable Assets
• Residential Property Purchase - with Settlement Statement example

See all 13 articles

Specialised Investments

• How to process SMSF interests in a partnership?
• Property Dashboard
• How to enter a partnership investment loss/profit?
• Debt Securities (Bonds)
• Exchange Traded Options
• How to account for Traditional Securities - Bonds, Bills of Exchange & Promissory Notes