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  1. Simple Fund 360 Knowledge Centre
  2. Common Support Queries
  3. Investments

Investments

  • CGT Cost Base Adjustment
  • How to update my Cryptocurrency Account to use the daily revaluation feed
  • Unable to Dispose Investments Held
  • Moving Underlying Assets into a Managed Investment
  • How to correct investment details in the opening balance?
  • How to record when taxable distribution is higher than the net distribution received?
  • Disposed investments carrying a balance
  • Delisted Securities (Manual)
  • Delisting a company - Switch from Public to Private
  • How are tax deferred amounts split between investment parcels?
  • Processing Multiple Investments using a Single Investment account
  • Term Deposit Asset Allocation in Investment Dasboard
  • Rights Issue - How to Purchase, Dispose and Exercise Rights
  • Manually Revaluing Security Prices
  • Linked Accounts
  • Shares and other securities that become worthless or in liquidation
  • Instalment Warrants
  • How to deal with cryptocurrencies such as Bitcoin?
  • How to update a security linked to an Investment Account
  • How to add a Rental Property Investment
  • Entering Realised Capital Losses
  • Entering Realised Capital Gains (Single Line Investments)
  • Disposal with payments received on separate days
  • Depreciation - Recording at written down value
  • A fund is 100% in pension and therefore a segregated fund. How do I get the Segregated method to display in the Cost Base Reset screen.
  • I cannot see the Cost Base Reset button
  • The assets are showing under the Proportionate Method in the Cost Base Reset screen instead of the Segregated Method
  • I cannot select an asset or parcel from the CGT Reset screen as there is no checkbox to select
  • The incorrect market value is showing in the Cost Base Reset screen
  • There are no assets available for the cost base reset
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Simple Fund 360 Knowledge Centre