Hi All
With all the discussions and commentary on ETF's and the deemed disposal tax headache, I have never been able to find a simple spreadsheet to track the purchases and tax that would be due.
To date I was thinking of just purchasing 1x or 2x a year to minimise the hassle and calculations involved, but I figured its not that complicated to calculate once its tracked effectively and I would prefer to invest monthly.
I have pulled together a spreadsheet which I think will do the task - would appreciate any input into this and obviously if it works then it could be useful for others on here. I have completed with dummy data for now so I could follow the workings and logic.
50+O
With all the discussions and commentary on ETF's and the deemed disposal tax headache, I have never been able to find a simple spreadsheet to track the purchases and tax that would be due.
To date I was thinking of just purchasing 1x or 2x a year to minimise the hassle and calculations involved, but I figured its not that complicated to calculate once its tracked effectively and I would prefer to invest monthly.
I have pulled together a spreadsheet which I think will do the task - would appreciate any input into this and obviously if it works then it could be useful for others on here. I have completed with dummy data for now so I could follow the workings and logic.
50+O
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