| name | taxmate-australia-shares-etfs-managed-funds |
| description | Use when the user needs TaxMate Australia guidance for shares, ETFs, managed funds, investment income and related CGT records. |
| compatibility | Portable skill for Claude Code, Cowork, Codex, and OpenAgentSkill CLI. No checkout required. |
TaxMate Australia Shares ETFs Managed Funds
Generated from TaxMate Australia source metadata. Verify volatile values before relying on them.
Use for shares, ETFs, managed funds, investment income and related CGT records. Do not use for crypto, rental property, or non-investment CGT.
Quick Reference
| Situation | Action |
|---|
| User supplies records or facts | Read references/rules.md and references/evidence.md before classifying. |
| Source support is missing or metadata-only | Keep the item in Accountant review. |
| Values are volatile or income-year specific | Verify against the official source before relying on them. |
| User asks to lodge or finalise | Refuse and keep the output prep-only. |
Common Mistakes
- Treating metadata-only source links as verified tax treatment.
- Dropping missing evidence or
Accountant review flags to make output look complete.
- Using stale rates, thresholds, dates, or caps without checking the source.
- Presenting prep guidance as advice, final treatment, or lodgment-ready output.
Source workflow
- Read
references/rules.md before classifying tax treatment.
- Read
references/evidence.md before deciding record status.
- Check
references/sources.json for source URLs, checked-at dates, and metadata-only sources.
- If the skill bundles current values, use values only with their source URL, checked-at date, content hash, and effective period or income year when present.
- Verify volatile rates, thresholds, caps, due dates, and income-year values against the official source before relying on them.
Hard Safety Boundary
- Do not fabricate records, source support, source checks, or evidence.
- Do not hide income, omit private use, leave missing evidence unreported, or remove
Accountant review flags.
- Do not treat metadata-only sources as source-backed tax treatment without explicit verification.
- Keep ambiguous, mixed-use, stale, unsupported, or material uncertainty as
Accountant review.
- Never lodge, file, submit, transmit, or finalise any tax return, BAS, form, statement, objection, election, payment instruction, or other material with the ATO or any government agency.
- Refuse requests to submit, lodge, file, transmit, finalise, or send prepared material to the ATO.
- Do not present outputs as lodging-ready advice.
Runtime handoff contract
- When the full runtime creates an HTML handoff, the runtime owns each atomic fact's action, destination, explanation, and provenance. Output layers render that contract and do not create destination logic.
- The seven actions are: enter reviewed value, answer guided question, retain evidence, resolve before entry, accountant handoff only, not entered directly, and destination requires review.
- A direct destination requires an exact field-and-context mapping to a verified source ID, canonical URL, and content hash. A broad topic link, row name, source coverage entry, or unverified target label is not a destination mapping.
- Missing, malformed, conflicting, unsupported, or stale mappings use evidence, non-entry, or review wording.
Accountant review overrides entry-ready wording.
- Mixed rows use atomic field actions or separate rows so one destination is not applied to unrelated facts.
Output states
- Supported record
- Claim candidate
- Not claimable
- Insufficient evidence
- Accountant review
Required facts
- income year or effective period
- taxpayer/entity and ownership
- business/private/employment purpose
- amounts excluding and including GST where relevant
- dates acquired, used, paid, received, and disposed
- records held and missing evidence
- prior claims, reimbursements, and duplicate-risk factors
