About CGT Strategist

Built by Australian investors, for Australian investors

CGT Strategist was built to solve a problem we personally ran into: tracking capital gains accurately across multiple brokers, currencies, and parcels is painful, slow, and error-prone in spreadsheets.

Most broker platforms show FIFO by default and provide limited reporting. But under Australian CGT guidance, investors are allowed to identify specific parcels in many cases — which means the method you use can materially change your calculation results.

We built CGT Strategist so investors could:

Import real trade data from their brokers
Compare different parcel allocation methods
See the differences between approaches clearly
Generate structured EOFY records
All without spending hours in Excel.

Designed for real-world tax record keeping

CGT Strategist is not about chasing trading performance or predicting markets. It is focused on one thing: clear, auditable capital gains calculations and documentation.

The platform is designed around:

Parcel-level trade tracking
Transparent cost base calculations
ATO-referenced CGT logic
FX handling using published ATO monthly rates
Evidence Packs that show full calculation trails

So you and your accountant can see exactly how each result was produced.

Calculation tools — not financial or tax advice

CGT Strategist is a calculation and reporting engine. It does not provide financial, tax, or legal advice.

We apply publicly available ATO guidance to the transaction data you provide and generate calculation outputs based on your selected allocation methods. Your personal circumstances, broader tax position, and eligibility for specific concessions are not assessed by the platform.

If you're unsure how CGT guidance applies to you, you should always consult a registered tax professional or refer to ATO guidance.

Privacy and data respect by design

We know users are uploading highly sensitive financial data — full trading histories across years.

That's why CGT Strategist is built with a privacy-first approach:

We do not sell or trade identifiable portfolio data
Uploaded data is used only to calculate your results and generate reports
Usage analytics are aggregated and anonymised
Secure encrypted connections are used at all times
You can delete your data and workspaces from within the app

We believe financial data should never become a hidden revenue stream.

Who operates CGT Strategist

CGT Strategist is operated by:

Smith Built Concepts Pty Ltd
(ABN: 15 635 003 324)

Smith Built Concepts is an Australian software business focused on building practical tools that solve real operational and financial problems — not just dashboards and marketing apps.

CGT Strategist is actively developed, maintained, and improved based on investor feedback and evolving regulatory guidance.

Built to be boringly reliable

We deliberately prioritise:

Accuracy over flashy features
Traceability over shortcuts
Clear assumptions over hidden automation

Because when it comes to tax records, boring and predictable is exactly what you want.

Questions, feedback, or feature requests?

We're continuously improving the platform and actively listen to user feedback.

If you have questions, feature ideas, or suggestions, you can reach us via the support contact listed on the site or inside the application.