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For most Unit Trusts the system will provide an information line reminding you that re-investment details may be needed. It is generally easier to treat re-investments as ordinary purchases using the Purchases window. From a tax perspective, a re-investment is identical to a normal market Purchase.

However, if you prefer to identify a Re-investment as distinct from a normal market Purchase then simply enter Re-investment in the Alternative Description box on the Purchases window.


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CCH CGT & Dividend Scheduling




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