Transfer issuer shares into HIN

Discussion in 'Sharemarket Investing Platforms, Tools & Services' started by PJ1, 8th Sep, 2017.

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  1. PJ1

    PJ1 Well-Known Member

    Joined:
    26th Jun, 2015
    Posts:
    209
    Location:
    NSW
    Hello investors,
    I have some shares in a Westpac online portfolio and a few shares from my employer which were part of a SPP and are in a DRP outside of Westpac. There is a waiting period before which I cannot trade without losing a tax benefit, I think it was 2 or 3 years each parcel. Each (very small) DRP purchase has its own details, purchase price etc. I watch all of my shares and my wifes few shares via jstock and would like one "dashboard" to work in if possible.

    1st Question is it worth while having all my shares under the one roof ? With Westpac?

    2nd Question If I transfer shares to Westpac should/can I list each DRP as a separate transaction in order to capture the purchase conditions those shares were bought under.

    Thanks
    PJ
     
    PJ1, 8th Sep, 2017
    #1
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