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St George Westpac merger - fact sheet

This fact sheet outlines some of the tax consequences as a result of the bank merger of St George and Westpac.

Last updated 5 October 2010

Overview

This page contains information about the merger of St George Bank Limited (St George) with Westpac Banking Corporation (Westpac) on 1 December 2008.

This information applies to you if:

  • you are an individual not a company or trust
  • you are an Australian resident for tax purposes
  • you held ordinary shares in St George, which participated in the merger with Westpac in 2008
  • you did not acquire your shares under an employee share scheme, and
  • any gain or loss you made on the shares is a capital gain or capital loss - this means that you held your shares as an investment asset, not:  
    • as trading stock
    • as part of carrying on a business, or
    • to make a short-term or 'one-off' commercial gain.
     

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