FiscalFox editorial team · Product lead: Grant Sloane · Updated
Upload your broker fileDownload and add your CMC Invest history
- Open your trade confirmations or trade history in CMC Invest.
- Export all purchases and sales as CSV or Excel from your first purchase onward. If only PDF confirmations are available, enter their trades in the FiscalFox trade list.
- Open the Australian calculator with your broker selected and add the original CSV or Excel files. Review the income year you need and download the workings.
Choose the supported trade export
The native CMC format uses Trade Date, Order Type, ASXCode, Quantity, Price, Consideration and confirmation identifiers. It tracks fee and discount columns and sets reversed confirmations aside.
Complete the CMC Invest records
Rows with a non-unit exchange rate need their currency amounts resolved separately. Keep international contract notes and use the trade list with explicit currency rather than assuming the consideration is AUD.
Sources: CMC Invest: reporting and statements
Calculate the Australian income year
Include the acquisitions behind the year’s sales, even when you bought years earlier. FiscalFox keeps parcels and their dates, converts covered foreign trades to AUD and applies capital losses before any current-rule discount.
Review the affected year’s results and download the item 18 workings. The 50% discount applies to qualifying resident-individual gains under the rules through 30 June 2027; holdings that cross the reform date also need their transition valuation.
Sources: ATO: Working out a capital gain or loss · Treasury Laws Amendment (Tax Reform No. 1) Act 2026
Questions and answers
Which CMC Invest file does FiscalFox need?
Use the trade confirmations list rather than the end-of-financial-year PDF summary. The calculation needs each buy and sell, including its quantity and charges.
Is the CMC Invest profit figure my Australian taxable gain?
Use it as a cross-check. Australian CGT depends on the parcels, original costs, AUD conversions, capital losses and applicable discount; the calculator rebuilds those figures from the records.
Do I need earlier purchases as well as this year’s sales?
Yes, whenever a sale uses shares bought before the income year. Include the original acquisitions and any relevant transfers, reinvestments or fund cost base adjustments.
Official sources
Sources reviewed . Export steps describe FiscalFox’s supported file. Broker help links explain the available reports; menu names can vary by account and platform.
CMC Invest: reporting and statements
ATO: Working out a capital gain or loss