Thanks for the reply.
Looking at the 9 reports available to me, 5 seem to have CG involvement, and 4 no CG involvement.
Performance includes CG*
Sold Securities includes CG*
Future Income. OK
Taxable Income. OK
Capital Gains Tax includes CG*
historical Cost. Includes CG*
All Trades. OK
Unrealised CG. Includes CG*
CG* will mean costbase differences causing different report values.
I could take the reports into my spreadsheet and try and normalise the CG event, and the cost base, but this removes the convenience of the SS reports, and may introduces my errors.
Maybe the fix is as simple as providing 100% discount in some areas and getting the cost base to be the average the 2 or more parcels of the same companies shares.
Because my SMSF is in Pension phase, with no other active members, I am looking for performance, rather than taxable reports that reflect the value of my assets, both realised and unrealised, profits, and monies in the bank…or left on the table.
Maybe one day, the Government of the day will change these taxation rules, and I will need to also account for tax measures.