transferring stocks to a new account

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I am currently in the process of transferring from a SAF fund to IOOF and was wondering the best way to transfer my stocks over and keep my price history intact in PP2018?
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Carljh

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Posted 2 weeks ago

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Diver Dave

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Carljh, if the two Super accounts are in the same file, the price history is available to every account, so won't be lost.

There are 2 ways of achieving the transfer - either use "Shares Transferred  Between Accounts", which "Removes" the stock from the first account and "Adds" it to the new account effective the date of transfer, or effect a "Sale" in the first account, transfer the cash to the new account and then "Buy" in the new account.  Using the second way is better if there is a change of beneficial ownership, and therefore a CGT event.