Australian investment tax guides

Australian share CGT and ETF guides: broker exports, the 50% discount, losses, AMMA cost bases, myTax item 18 and the 2027 valuation, with official sources.

Share gains, losses and AUD calculations

Understand parcel selection, the discount, foreign shares and the 2027 transition.

Capital gains tax on shares in Australia

How Australian residents work out capital gains on shares and ETFs: parcels, the 50% discount, losses, foreign shares in AUD and item 18 of your return.

The 30 June 2027 share valuation

What the 2027 capital gains changes mean for shares and ETFs you hold: the deemed sale on 30 June 2027, deferral to your real sale, the discount and your new cost base.

The 50% CGT discount and the 12-month rule

Check the 50% CGT discount for Australian resident individuals, including exact eligible dates, capital losses and the change from 1 July 2027.

Capital losses on shares: offsets and carry-forward

Apply Australian share capital losses before the CGT discount, use prior-year losses and understand the amount carried forward to your next return.

Share parcel selection in Australia: FIFO and records

Identify which Australian share parcels you sold, compare FIFO with specific parcel selection and keep evidence for dates, cost bases and transfers.

US and foreign shares: calculating CGT in AUD

Calculate Australian CGT on US and other foreign shares using separate AUD purchase and sale values, dated FX evidence and brokerage records.

Dividend reinvestment plans: cost base and CGT

Record Australian dividend reinvestment purchases, their separate cost bases and acquisition dates, alongside dividend income and franking evidence.

ETFs and AMMA statements

Reconcile attributed income, reinvestments and annual AMIT cost base adjustments.

ETF AMMA statements and your cost base

Why most Australian ETFs change your cost base every year, the capital gains they pass on to your return, and when a cost base decrease becomes a capital gain.

myTax, item 18 and evidence

Turn reviewed workings into the figures and records for your Australian return.

The broker records your CGT calculation needs

Which files to download from CommSec, Stake, SelfWealth, IBKR and other brokers, and the records brokers leave out: registry holdings, transfers and corporate actions.

myTax capital gains: item 18, AMMA and your return

Use Australian CGT workings in myTax: total gains at 18H, net capital gain at 18A, losses at 18V and fund distributions without double counting.

Export guides for your broker

Find the supported file and open the Australian calculator with your broker selected.

Australian broker CSV and Excel download guides

Find the trade history supported by FiscalFox for 13 Australian brokers, with separate export guides, file formats and a direct calculator link.

CommSec CGT: trade history and Australian tax

Prepare CommSec records for Australian CGT: the supported export, purchase history, parcel costs and the route to your free FiscalFox calculation.

Stake tax Australia: XLSX history and CGT

Prepare Stake records for Australian CGT: the supported export, purchase history, parcel costs and the route to your free FiscalFox calculation.

SelfWealth CGT: Movements CSV and tax records

Prepare SelfWealth records for Australian CGT: the supported export, purchase history, parcel costs and the route to your free FiscalFox calculation.

CMC Invest CGT: confirmations and broker records

Prepare CMC Invest records for Australian CGT: the supported export, purchase history, parcel costs and the route to your free FiscalFox calculation.

Pearler CGT: Historical trades CSV and AUD costs

Prepare Pearler records for Australian CGT: the supported export, purchase history, parcel costs and the route to your free FiscalFox calculation.

Superhero tax Australia: CSV history and AMMA

Prepare Superhero records for Australian CGT: the supported export, purchase history, parcel costs and the route to your free FiscalFox calculation.

nabtrade CGT: Confirmations CSV and tax figures

Prepare nabtrade records for Australian CGT: the supported export, purchase history, parcel costs and the route to your free FiscalFox calculation.

Bell Direct CGT: contract notes and Excel history

Prepare Bell Direct records for Australian CGT: the supported export, purchase history, parcel costs and the route to your free FiscalFox calculation.

IBKR Australia CGT: Flex Query export guide

Prepare Interactive Brokers records for Australian CGT: the supported export, purchase history, parcel costs and the route to your free FiscalFox calculation.

Saxo and Totality Australia CGT: Excel trade history

Prepare Saxo / Totality records for Australian CGT: the supported export, purchase history, parcel costs and the route to your free FiscalFox calculation.

Vanguard Personal Investor tax: trades and AMMA

Prepare Vanguard Personal Investor records for Australian CGT: the supported export, purchase history, parcel costs and the route to your free FiscalFox calculation.

Betashares Direct tax: trades, AMMA and CGT

Prepare Betashares Direct records for Australian CGT: the supported export, purchase history, parcel costs and the route to your free FiscalFox calculation.

eToro tax Australia: Excel statement and share CGT

Prepare eToro records for Australian CGT: the supported export, purchase history, parcel costs and the route to your free FiscalFox calculation.

Put your investment history to work

Calculate share gains, covered AMIT adjustments and your item 18 figures in AUD. Download the workings free, with no card required.

Calculate Australian CGT