CRM ESPP — 11 Tranches · Sergio Personal · All >12m, 50% CGT discount eligible
⚠ Cost bases are ESTIMATES — verify each tranche in Sharesight before any sale. Click cost/sh cells to edit. Tax column assumes 19% throughout; use Simulator for bracket-aware calculation. Prior-year losses (~$3,428 FY2019-20) unconfirmed — check with Peppernell before selling.
| Tranche | Shares | Cost/sh (AUD) |
Total Cost | Current/sh | Current Value |
Gross Gain | Disc. Gain (50%) |
Tax @19% | Net After Tax |
FY Headroom
Wife Portfolio — IBFER + IB4MATES · Effective tax rate 0%
Cost bases approximate (USD cost ÷ estimated historical AUD/USD). Sharesight has exact AUD figures — verify before realising any gain. Jan 2026 values used as current. Previously realised losses: SHOP −$1,521 + PUBM −$1,644 = −$3,165 banked and available.
| Ticker | Account | Shares |
Cost AUD (est.) | Current AUD | Gain / Loss |
Disc. 50% | Tax | Action |
Loss Harvest & RKLB Concentration Analysis