Capital Loss
Records: 4
| ID | Portfolio | Tax Year | Loss Amount | Loss Utilised | Loss Carried Forward | Source Description |
|---|---|---|---|---|---|---|
| 1 | JMB Personal | 2022 | 1610.10 | 1610.10 | 0.00 | GMG 300 units sold 10 Feb 2022 |
| 2 | JMB Personal | 2024 | 946.60 | 946.60 | 0.00 | WBC 200 shares sold 8 Apr 2024 below cost |
| 3 | JMB Super | 2023 | 2150.00 | 2150.00 | 0.00 | Prior year carry-forward applied FY2023 |
| 4 | JMB Deceased Estate | 2025 | 1529.95 | 1529.95 | 0.00 | BHP 500 pre-CGT shares sold below MV at death |
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