Upload your broker confirmation files, and ShareCGT automatically calculates your CGT using the FIFO method — including the 50% CGT discount for assets held over 12 months. Export a ready-to-use PDF or Excel report for your tax agent.
ShareCGT handles the complexity of Australian Capital Gains Tax so you can focus on investing.
Supports CSV and Excel files from CommSec, NAB Trade, CMC Markets, Stake, and any other broker. Map custom columns with our field-mapping wizard.
Transactions are matched using the First-In-First-Out method as required by the ATO. Cost bases are tracked across financial years automatically.
Assets held for more than 12 months automatically qualify for the 50% CGT discount. ShareCGT applies this correctly to every eligible disposal.
View a full breakdown of short-term gains, long-term gains, capital losses, and net capital gain for each Australian financial year.
Download a professionally formatted CGT report as a PDF or Excel spreadsheet. Hand it directly to your tax agent or accountant.
Add IPO purchases, off-market transfers, and Dividend Reinvestment Plan shares manually. Full cost base history maintained across years.
No manual data entry. No spreadsheets. Just upload, review, and export.
Drag and drop your broker CSV or Excel file. ShareCGT automatically detects CommSec and NAB Trade formats. For other brokers, use the field-mapping wizard to match columns in under a minute.
ShareCGT applies the FIFO method and 50% discount rules to every disposal. Review the year-by-year breakdown on your dashboard, including cost bases, proceeds, and net gains.
Download a PDF or Excel report with a full transaction history, CGT summary, and end-of-year holdings. Share it with your accountant or use it to complete your tax return.
Auto-detected formats — no configuration needed. Any other broker? Use the field-mapping wizard.
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