My ShareTrader Pro

If you hold shares as an investor:

• your shares are assets and are subject to capital gains tax when you sell them
• your costs are taken into account at the time you sell your shares
• if you have a capital loss you can use it to offset capital gains but not to offset income from other sources
• income is earned from dividends and similar receipts.

If you are a share trader:

• your shares are treated like trading stock in a business
• your gains are treated as ordinary income
• your losses and costs are treated as deductible expenses in the year they are incurred.

If you change from an investor to a trader, or vice versa, the treatment of your profits or losses will also change.

smart connect trades
Link your buying and selling trades together. my ShareTrader pro intelligently track the amount of units you continue to hold, match your purchases to multiple sell orders and can calculate average profits across different trades.

Dividends and postage
Full integrated support for dividends and postage, including calculation of the level of postage rights, distribution reinvestments and application of the 45 day rule. You can also generate a list of upcoming dividends based on your portfolio to see how much income you will receive.

Trader / Investor ways
Traders (e.g. entities running a share trading business) have different tax requirements for investors. my ShareTrader pro accommodates both modalities and the different tax needs of individuals, companies and SMFS.

Advanced graphics
Powerful graphics functionality allows you to get instant insights into your portfolio and performance.

Corporate Actions support
For example, Share Divide

Tax form
Calculate capital gains or losses, assessable income and costs, and net taxable income for your tax documents. my ShareTrader pro has tax reports for both traders and investors.

Contractual notes Import
Import your PDF contract notes to and archive them for easy reference. myShareTrader pro can also read trade details directly from the contract note, saving hours of valuable time by manually entering data.

Auto calculate mediation
With support for all major Australian trading platforms, my ShareTrader pro automatically calculates your brokerage to double check that you have been charged the right amount.

Pre-filled with ASX data
my ShareTrader pro periodically downloads the latest ASX share codes, company names and industry classifications which makes records easier to maintain and less prone to manual errors.

Link related expenses
Keep track of all other business expenses (for example, interest on loans to pay for shares, subscriptions to market services, and so on) – whether principal or deductible in kind -. To get a more complete view of the overall performance of the

Multi-user support
With support for multiple users / entities you can register contracts related to your self-managed super fund, company and individual account. All transactions are kept completely separate

Limitations:.

5 operations per exercise only

Standard platform – the perfect all-rounder

Whether you’re starting out or looking to grow your portfolio, the standard platform provides a comprehensive suite of trading tools in an easy-to-use format.

What you can do

• Research your next opportunity using Morningstar’s fundamental and quantitative research
• Stay informed with ASX announcements and Dow Jones news
• Analyse past performance with our powerful charting tools
• Keep up-to-date with a Watchlist, sector analysis, share filters, economic calendar and alerts
• Use conditional orders to set the price you want to pay
• Simplify tax time with our tax reporting packages
• See real-time (click to update) or dynamic (streaming) live market data
• Access live support