Capital gains tax,
worked out properly.
Capital gains events are $99 each on top of your return, prepared by Zaki Choudhry, registered tax agent (TAN 26298664). Cost base built from your records, holding period and discount checked, losses carried forward where they exist. Quoted in writing before we start. Rated 5.0 from 55 Google reviews as at October 2026.
Sold shares, crypto, an investment property or a business asset? We work out the gain, apply the discount and concessions you qualify for, and report it correctly on your return.
$99 per capital gains event on top of your return. Crypto portfolios with many trades are reconciled from $149. Quoted in writing before we start. GST excluded.
Built for this work.
- Investors who sold shares, ETFs or managed fund units this year
- Anyone who disposed of crypto, including swaps between coins
- Owners who sold an investment property, or a home that was rented for part of the time
- Sole traders and small business owners selling a business or business asset
- Beneficiaries who received a capital gain through a trust distribution
- Cost base built from contract, settlement and purchase records
- Incidental costs added: stamp duty, legal, agent and brokerage
- Holding period checked for the discount
- Main residence exemption and partial exemption tested
- Current and prior-year losses applied in the right order
- The net gain reported at the correct label on the return
- ASX and international shares, ETFs and managed funds
- Crypto, including coin-to-coin swaps and staking rewards
- Investment property, including a former home
- Business sales and the small business concessions
- Inherited assets and the deceased's cost base
- Assets transferred on separation or between related parties
- Timing a sale either side of 30 June or the 12-month mark
- Which parcel of shares to sell when you bought in lots
- Whether the small business concessions apply, and in which order
- What the 2026 Budget changes to the discount mean for a sale after 1 July 2027
- A written estimate of the tax before you sign a contract
- Record-keeping set-up so the next sale is simple
Four steps, one fixed price.
Tell us what you sold
A short call or email: what the asset was, when you bought and sold it, roughly what for. You get a fixed quote.
Send the records
Contracts, settlement statements, broker or exchange reports, and receipts for costs along the way. Our checklist tells you what counts.
We build the cost base and the gain
Every cost that belongs in the base goes in, the discount and exemptions are tested, losses are applied. You see the working.
Review, sign, lodge
The gain sits inside your tax return. You see the figure and the tax before anything is lodged.
Bring this.
Don't have all of it? Start anyway. We'll tell you exactly what's missing, once, and much of it we can pull from the ATO directly.
- Advice on whether to buy, hold or sell an investment, which is financial product advice under an AFS licence
- Valuations of property or businesses, which come from a licensed valuer
- Legal advice on contracts, trusts or estate matters, which is your solicitor's
- Company CGT, which is handled inside the company's own return under Business tax
- Purchase contract and settlement statement
- Sale contract and settlement statement
- Stamp duty, legal and agent invoices
- Dates you lived in it, and dates it was rented
- Capital improvements with receipts
- Broker statements showing buys and sells
- Dividend reinvestment plan statements
- Annual tax statements from managed funds and ETFs
- Any prior-year capital losses carried forward
- Full transaction export from each exchange and wallet
- Records of coins moved between your own wallets
- Staking, airdrop and mining receipts
- Prior-year CGT working papers if you have lodged before
Why the cost base is where the money is
Most overpaid capital gains tax comes from a cost base that is too small. Stamp duty, conveyancing, the agent's commission on the way out, a new kitchen in year three, brokerage on each parcel: every one of those reduces the gain, and every one gets forgotten when the sale was years after the purchase. We rebuild the base from documents, not memory. The CGT explainer sets out what can go in.
The discount, and the change coming in 2027
Individuals who hold an asset long enough before selling pay tax on only part of the gain. The 2026 Budget reduces that discount for sales from 1 July 2027, which makes the timing of a sale in the next two years a real decision rather than a detail. Our Budget explainer covers who is affected and what grandfathering applies.
Crypto is not special, but it is messy
A swap from one coin to another is a disposal, even though no dollars arrived. Moving coins between your own wallets is not. The difference is only visible in a complete transaction history, which is why we ask for the full export from every exchange rather than a summary. Many trades take longer, which is what the separate crypto reconciliation fee covers.
Selling a business
The small business concessions can remove most or all of the tax on a business sale, but they have conditions that need to be in place before the contract is signed, not after. If a sale is on the horizon, the time to talk is now. The small business entity explainer sets out the concessions in order.
Common questions.
Yes. A capital loss this year offsets gains this year, and anything left carries forward indefinitely against future gains. It only works if it is recorded on the return in the year it happened.
Talk it through with us.
30 minutes, no commitment. We'll confirm whether capital gains tax fits your situation, the exact scope, and a fixed quote — same day.