To account for the acquisition by RIO Tinto Limited (RIO), in the Stock Doctor Portfolio Manager, please see the instructions below:
- Navigate to the portfolio containing Arcadium Lithium plc (LTM)
- In the "Securities Held" tab, under the Securities Held section, please click on LTM and this will take you to the LTM transaction securities screen.
- Scroll down to the “Trades and Adjustments” area
- Click on the "New Sell” button in red.
Please enter in the following details in the trade window:
Date: 14/3/2025
Quantity: Enter the number of LTM shares held
Price: Please leave blank. ***Please Note: The portfolio manager will automatically calculate the price.
Fees: 0
Amount: Please refer to your statement received from Arcadium Lithium plc for the AUD amount received and enter in this figure
Note: Optional – Sale to RIO Tinto LTD.
Then click the "Save" button, found in the bottom right-hand corner.
Below is the dialogue box:
You have now accounted for the Scheme of arrangement for LTM.
Our team in the office are ready and willing to assist you with any questions you have about any of the content above. Please give us a call on 1300 676 333 or email us at support@lincolnindicators.com.au with any questions you may have.
However, we are not licensed to provide tax advice and therefore anything which relates to tax or your personal circumstances we will not be able to answer. In order to have personal tax or finance questions answered, you will need to seek the services of a licensed practitioner who will be qualified to answer your queries.