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Nil CGT while SMSF in retirement/Pension being paid.

I am the only member in an Self Managed Super Fund in retirement phase (no ‘accumulation’ accounts) and being paid a pension by the fund. The ATO says the fund will pay no tax on any capital gains, regardless of how long the asset has been owned. When I look at the settings > Tax Settings, in Sharesight, there appears no setting I can select for 100% discount.
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  • Ricky Yeo (Client Support Associate) June 30, 2019 23:07
    Hi Geoff, thanks for your message. You can leave it under the SMSF settings. The options in the Tax Settings are only used in the CGT Report. And since you're not paying any tax on any capital gains, you don't have to generate any CGT report.

    Please let me know if you have any question Geoff. Thanks.
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    Thanks for the reply. Is there a way I can see the calcs? eg, Purchase 17,000 KDR @ 0.9911 = 16,878.65 Sell 8,000 @ 1.8373= 14,668.45. Broker $29.95 both times. Looking at the Performance Report, Price @1.88, with 9,000 remaining = 16,920. it says my capital gain is 7984.24? How did it determine this?
    Maybe the Unrealised Capital Gains report is the one I need, but not subscribed to.
    My simplistic sums, when all sold...
    buy 17000 = $16,878.65 purchase cost
    sell -8000 = -$14,668.45 partial sell price
    sell -9000 = -$17,100.00 sell remainder at 1.90 wes offer (no brokerage)
    = $14,889.80 profit KISS?
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