Sold shares this year? Find out if you're paying more tax than you have to.
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In Australia there are multiple ways to allocate share disposals when parcels can be identified. CGT Strategist lets you compare different methods and their results.
First in, first out, the default used by most brokers
Selects the first purchased lots, resulting in a capital gain.
Highest-cost parcels first, strategic allocation
Targeting highest-cost parcels first creates a capital loss.
Illustrative example only, not tax advice. Outcomes depend on your circumstances.
These figures were generated by the calculation engine, not typed into the page. Download the inputs and check our working →
A short silent walkthrough. Upload a broker CSV, compare parcel-selection methods and watch your net capital gain change, then open the EOFY Evidence Pack.
Your AUD cost base depends on the exchange rate at purchase, not just the USD price. CGT Strategist applies your choice of ATO monthly or RBA daily FX rates, and shows every conversion in your Evidence Pack. Compare the two methods side by side to help you choose.
The AUD value of your purchase changes with the exchange rate, even when the stock price hasn't moved.
Every FX conversion records the exact rate used, ATO monthly or RBA daily, so your records are complete and traceable.
Splits, consolidations, demergers, mergers, and return of capital all change your cost base. Add a corporate action, preview the impact, and apply, CGT Strategist recalculates everything automatically.
No manual recalculation needed when share counts change.
Scrip ratios, cash components, and ATO rollover logic, all supported.
Managed fund and ETF investors receive AMMA statements with cost base adjustments each year. Enter the numbers from your statement, CGT Strategist handles the rest.
Enter the excess and shortfall amounts from Part C, Table 5, the per-unit adjustment is calculated and applied across all parcels.
When adjustments push a parcel below zero, a CGT event is triggered, CGT Strategist detects this and records the gain.
CGT Strategist uses the Australian Taxation Office's publicly available capital gains tax guidance for parcel identification and cost base calculations, using only the transaction data you provide.
For the official ATO explanation of how share parcels are identified for CGT purposes:
ATO, Identifying shares and units for CGT →For foreign currency conversions, CGT Strategist applies your choice of ATO monthly or RBA daily FX rates, included in every Evidence Pack for full traceability.
ATO, Foreign exchange rates →Every calculation the engine performs is documented, with the formula applied and the ATO guidance it is based on:
Check our working, the full methodology →I built CGT Strategist because I needed it for my own tax. Trading on Superhero and SelfWealth across ASX and US stocks, every financial year ended in a spreadsheet: which parcels went to which sale, what the ATO FX rate was that month, whether FIFO was even the right call. Hours of work, and still error-prone.
A tool that was affordable, showed its working, and compared methods properly didn't seem to exist. So I wrapped a platform around the calculations I was already doing. Modelling is free; you pay once per workspace and financial year to export, and can regenerate your Evidence Pack as often as you need.
Explore different calculation methods and generate comprehensive Evidence Packs with complete audit trails.
Choose exactly which parcels to analyze and understand different calculation results
See precise parcel allocation and FX tracking for detailed scenario analysis
Compare different calculation approaches side-by-side with instant results
PDF and Excel documentation designed for your EOFY records and easy sharing with a registered tax professional.
A structured breakdown your accountant can follow.
A workbook format ready for your own analysis.
Uploaded broker files and generated reports are encrypted at rest (AES-256-GCM) and everything travels over HTTPS. Deleting a workspace permanently deletes its data, with backups purged within 7 days. We never sell your data or use it to train models.
Unlimited modelling is always free. Only pay when you need your Evidence Pack report.
Compare unlimited calculation methods and explore different approaches at no cost.
Export comprehensive Evidence Packs with complete calculation trails, parcel allocations, and FX detail.
Each client gets a fully isolated workspace with their own trades, parcels, and Evidence Pack. Switch between clients instantly, model FIFO vs specific parcel selection per client, and pay only for the financial years you actually generate.
FIFO, LIFO and five specific-selection strategies, recalculated instantly for every disposal.
PDF and Excel with per-parcel allocations, the FX trail, and the exact loss-netting working.
USD trades converted at your choice of ATO monthly or RBA daily rates, every rate documented.
Model as many scenarios as you like. You only pay when you export an Evidence Pack.
Common questions from Australian investors evaluating CGT Strategist.
We support major Australian and global brokers and provide a CSV mapping tool for any format we do not yet support.
Yes. CGT Strategist models ASX and US trades, including FX rates and a complete FX trail.
CGT parcel selection determines which parcels are matched to each sale. FIFO allocates the oldest parcels first, while specific parcel selection lets you choose which parcels to allocate for each disposal. Learn more about CGT parcel selection methods.
Uploaded files and generated reports are encrypted at rest, and all connections use HTTPS. The Security & Data page covers the specifics: where data lives, who can access it, and what happens when you delete it.
Yes. Evidence Packs are generated per financial year with parcel allocations and FX detail.
Yes. The Evidence Pack is designed to be shared with your tax advisor or kept with broker statements for complete record-keeping.
Sharesight and Navexa are excellent full portfolio trackers: performance analytics, dividend tracking, and broad reporting on an annual subscription. CGT Strategist is narrower and deeper. It is a CGT modelling and evidence tool: compare parcel-selection methods (FIFO, LIFO, specific), pick your parcels, and export an Evidence Pack showing the full working. Modelling is free and unlimited; you pay per workspace and financial year only when you export, with no subscription. Read the detailed comparison.
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