How to handle the Woolworths (ASX: WOW) - Endeavour Demerger?

Playing around a bit more, it appears that if your holding starts with an Opening Balance (rather than a Buy), the Unrealised CGT Report will always regard any profit as being a long-term profit, subject to the discount. In the case of EDV shares coming from WOW, this may well be correct, but also may not be.

Can any Sharesight expert confirm this, please?

Hi @Rob_H, with opening balance trades, they are treated as being held for more than 12 months and will show as long term capital gains when sold or on the unrealised CGT report.

With EDV specifically, if sold and it’s actually a short-term gain, the workaround is to just adjust the opening balance trade for EDV to a buy trade.