Sold shares this year? Find out if you're paying more tax than you have to.
Upload your broker CSV and explore your options in 3 minutes.
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. Individual results depend on personal circumstances and should be reviewed with a registered tax professional.
A short silent walkthrough. Upload a broker CSV, allocate parcels and watch the year total update, then export the Evidence Pack.
Your AUD cost base depends on the exchange rate at purchase, not just the USD price. CGT Strategist applies ATO monthly FX rates automatically, and shows every conversion in your Evidence Pack.
The AUD value of your purchase changes with the exchange rate, even when the stock price hasn't moved.
Every FX conversion is recorded with the exact ATO monthly rate used, 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 the ATO's published monthly FX rates, included in every Evidence Pack for full traceability.
ATO, Foreign exchange rates →CGT Strategist provides general information only and does not provide financial or tax advice.
I built CGT Strategist because I needed it for my own tax. I was trading on Superhero and SelfWealth, holding ASX and US stocks, and every financial year I'd end up in a spreadsheet trying to figure out which parcels were allocated to which sale, what the ATO FX rate was that month, and whether FIFO was actually the best approach. It took hours and was still error-prone.
A good tool for this didn't seem to exist, at least not one that was affordable, showed its working, let you compare different methods properly, and didn't lock you into a subscription or bundle in features you don't need. So I wrapped a platform around the calculations I was already doing.
You pay once per workspace and financial year, and you can regenerate your Evidence Pack as many times as you need. No subscription, no lock-in.
Brad Smith, Director of Smith Built Concepts
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.
Evidence Packs are designed for record-keeping and review by your tax professional. They are not ATO forms and are not a substitute for a lodged tax return.
Built for investors who care about accuracy and data privacy. Here's the simple version.
We do not sell, rent, or trade identifiable portfolio or broker CSV data. Your uploads are used to calculate your results and generate your reports, that's it.
Basic usage analytics help us improve reliability and UX. Where we analyse patterns, it's aggregated and anonymised, not "Brad's portfolio".
Delete workspaces and data from inside the app. Backups may keep copies temporarily for recovery, then are purged on a rolling basis.
Encrypted connections (HTTPS/TLS) and restricted system access protect uploads and generated reports.
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.
Explore different calculation approaches to understand potential differences before making decisions.
Parcel tracking eliminates manual spreadsheets and reduces calculation errors.
Generate comprehensive Evidence Packs designed for clear record-keeping standards.
Full support for ASX and US trades with automatic FX tracking for complete documentation.
Test as many different calculation approaches as you need without any restrictions.
Secure connections and encrypted data transmission for all sensitive information.
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.
We use secure storage and encrypted connections to protect your uploaded CSVs and results.
Yes. Evidence Packs are generated per financial year with parcel allocations and FX detail.
No. CGT Strategist is a calculation engine, not your accountant, tax agent, or financial advisor. We crunch numbers, not your financial future.
Think of us like a very fancy calculator that happens to follow ATO rules for capital gains tax, including parcel identification methods like specific parcel selection and FIFO where applicable. We produce calculation reports based solely on the transaction data you provide.
The results are general in nature, don't consider your personal circumstances, and may not cover every tax scenario. You remain responsible for checking the accuracy of your data and for how your tax return is prepared and lodged.
If you're unsure how any CGT rules apply to you, you should consult a registered tax professional or refer directly to the ATO's published guidance.
Yes. The Evidence Pack is designed to be shared with your tax advisor or kept with broker statements for complete record-keeping.
There isn't one. I built CGT Strategist because I needed it for my own tax, a lightweight tool that does the maths properly without the bloat or the price tag. A good one didn't seem to exist, so I wrapped a platform around the calculations I was already doing. The price covers hosting and development, not a profit-maximisation strategy. Once you've paid for a workspace financial year, you can regenerate your Evidence Pack as many times as you need, no extra charge.
Upload your broker CSV and explore your options in 3 minutes. No credit card required.
CGT Strategist provides calculation and reporting tools only. This is not financial or tax advice.