I see there is a new “Basic” plan. What’s the difference between Basic and Standard with regards to this “Tax Plan”? What does the “Tax” Plan add on give?
I’m confused because the Basic plan gives 30 holdings, but then the Tax Plan references “unlimited holdings”.
Thanks.
Hi @DancingCrabster, the main difference between Basic and Standard (no. of portfolios aside) is Basic doesn’t have tax reports. Basic only has performance related reports (Performance, Sold Securities, Diversity, All Trades and Exposure). So Basic + Tax pack gives you both performance and tax reports in one. If you don’t need the performance reporting, you can just get the Tax pack.
The Basic has a 30 holdings limit. That means the Investment page, Performance report (all performance related reports have this limit). But the Tax Pack will always be unlimited, meaning the CGT Report and Taxable Income Report will account for all of your dividends and sold shares.
Pricing | Sharesight shows a “Starter” plan rather than “Basic” with the taxable income report included. The text says “All paid plans include tax reports”. Is that page out of date?
Pricing | Sharesight Australia has the Basic plan.