CGT Strategist
Australian capital gains strategy modelling for share investors.
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Privacy Policy

Effective date: Immediately. This policy explains how CGT Strategist collects and uses information.

1. Overview

CGT Strategist is a calculation tool for capital gains tax modelling and record-keeping. We take privacy seriously and do not sell or trade identifiable user investment data.

2. Information we collect

We collect information necessary to operate the service, including:

  • Account details

    Email address, login credentials, and account settings.

  • Investment data

    CSV uploads, transaction records, parcel selections, FX references, and generated reports.

  • Usage data

    Basic diagnostics, device information, and feature usage to improve reliability and performance.

3. How we use information

We use your information to:

  • Provide the service

    Process calculations, generate reports, and provide customer support.

  • Improve reliability

    Diagnose issues and enhance performance using aggregated, anonymised data.

  • Communicate with you

    Send service updates, security notices, and account-related messages.

4. Data sharing

We do not sell or provide identifiable investment data to third parties. We may share limited information with trusted service providers who assist with hosting, payment processing, and support, under strict confidentiality obligations.

We may also disclose information if required by law or to protect the security of the service.

5. Data retention

Your data is retained while your account is active or as needed to provide the service. You may delete portfolios or accounts using in-app controls. Backup systems may retain data for a limited period before permanent deletion.

6. International processing

Data may be stored or processed using cloud infrastructure located in different regions, but is protected using industry-standard security controls.

7. Security

We use encrypted connections and restricted system access to protect your information. No system is completely secure, but we take reasonable steps to safeguard your data.

8. Your rights

You may access or delete your information through your account settings. You may also contact us to request assistance with data access or removal.

9. Updates to this policy

We may update this policy from time to time. Continued use of the service means you accept the updated policy.

10. Contact

For privacy questions, contact us using the support details listed on the website.