Create a workspace per client
Keep every client's data fully separated. Switch between workspaces instantly.
For accountants & tax agents
Client CGT records
that show their working.
Upload a client's broker CSVs, match parcels to disposals in minutes, and export a documented Evidence Pack ready to file.
Model FIFO, LIFO, and specific parcel selection side by side. Every allocation documented with cost base trails and FX conversions. $79.99 per client per financial year. No subscription.
How it works for your practice
Three steps per client
Upload their broker CSVs
Supports Superhero, SelfWealth, NAB Trade, and any broker via custom CSV mapping.
Generate their Evidence Pack
Structured PDF and Excel with full parcel allocations, cost base calculations, and FX trails. Ready to file or review.
Evidence Pack
Designed to be handed to a client or kept on file
Every number is traceable. Every rate, every parcel, every discount decision documented.
Every disposal with full calculation trail
A structured breakdown your client can verify and you can rely on.
- Per-disposal summary: proceeds, cost base, gain/loss, and discount eligibility
- Parcel allocation details showing exactly which lots were matched
- FX conversion trail with ATO monthly rates for every foreign transaction
- Corporate action and AMIT adjustment impacts where applicable
The same data, sortable and filterable
A workbook format ready for your own analysis.
- Summary sheet with total gains, losses, and net position per financial year
- Disposals sheet with every sale broken down by parcel allocation
- Open lots sheet showing remaining holdings and their cost base
- FX rates reference sheet for complete auditability
Evidence Packs are designed for record-keeping and review by a tax professional. They are not ATO forms and are not a substitute for a lodged tax return.
Why accountants use it
Purpose-built for client files
Per-client workspaces
One workspace per client file. Clean separation, no data mixing.
Parcel selection comparison
Compare FIFO, LIFO, and specific parcel selection on real client data. See the dollar difference instantly.
Full FX trail for US shares
ATO monthly rates applied automatically. Every conversion documented in the Evidence Pack.
Corporate actions + AMIT
Splits, demergers, return of capital, and AMIT cost base adjustments all handled.
Pricing
Per file. Not per seat.
$79.99
per client, per financial year
No subscription. No per-seat fee. Pay once per workspace and financial year when you need the Evidence Pack.
Free to model and compare beforehand, only pay when you're ready to export. Regenerate as many times as needed after corrections or data updates at no extra charge.
ATO guidance
Based on publicly available ATO guidance
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, which are 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.
EOFY is coming
Get your clients' records sorted.
CGT Strategist is a calculation tool, not a registered tax agent service. Evidence Packs are supporting documents for record-keeping, not ATO forms or substitutes for a lodged return. Always review outputs before using in client work.