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.
Pay once to unlock your Evidence Pack for a workspace and financial year. Regenerate as many times as you need, fix a mistake, re-upload, regenerate. No extra charge, ever.
Absolutely, and more power to you if you do. In fact, that exact experience is what led to CGT Strategist being built. After one too many EOFY weekends spent wrestling VLOOKUP formulas, partial sell allocations, and FX conversions across dozens of trades, it became clear there had to be a better way. If you enjoy the spreadsheet life, we respect that. But if you'd rather upload a CSV and have it done in seconds, we're here when you're ready.
A workspace is a collection of transactions from one broker CSV. Most investors have one workspace per broker. Each workspace can contain multiple financial years.
No. Once you unlock an Evidence Pack for a workspace and financial year, you can regenerate it as many times as you need. Fix a mistake, re-upload, regenerate. No extra charge.
No. There is no subscription. You pay once per workspace per financial year, only when you choose to export. Modelling is always free.
We accept Visa, Mastercard, and American Express via Stripe. All payments are processed securely. Prices are in AUD and include GST.
CGT Strategist is not a replacement for professional tax advice. It's a calculation tool that produces structured Evidence Packs your accountant can use. At $79.99 per workspace per year, it saves hours of manual parcel tracking and gives your accountant a clean audit trail to work from.
We'd genuinely love to hear why. We read every piece of feedback and it makes the product better. Hit us up on the contact page, roast us, praise us, or pitch us a feature.
CGT Strategist is a product of Smith Built Concepts Pty Ltd (ABN 15 635 003 324). This is a calculation tool, not financial or tax advice. Consult a registered tax professional for advice specific to your circumstances.
No subscription, ever. Only pay when you need your Evidence Pack.