In general terms, the cost base can be calculated as follows:
Cost Base = Purchase Price + Brokerage on Purchase + Brokerage on Sale
The above is only relevant for shares and units. For other assets, such as property, other costs may need to be included. Visit the ATO to learn more.
You can update the cost base for your client’s holdings through Macquarie Wrap.
Use this excel template to enter and submit parcel history (cost base) details to Wrap for a transfer in.
Parcel history (cost base) excel template
Email the completed template to wrapsolutions@macquarie.com
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