You enter dividends from shares and distributions from unit trusts into this area. You can also enter a nominal value for shareholder discount and special offers under the Shareholder Benefits Entry panel which can be included in Return on Investment calculations.

 

Dividends Received This is where dividends from shares and distributions from unit trusts are entered. All types of share and unit income are catered for. This includes dividend imputation, foreign income and tax credits, tax free and tax deferred income from trusts.

 

Shareholder Benefits Unique to Plain Language™ Share Manager is Shareholder Benefits. Here you enter values for shareholder discounts and special offers. This provides a full appreciation of the value of a particular shareholding.