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You and your shares 2017

Information on income you declare, deductions and credits you can claim, and records you need to keep.

Last updated 25 May 2017

You and your shares 2017 (NAT 2632) is available in Portable Document Format (PDF).

Download a PDF of You and your shares 2017 (PDF, 378KB)This link will download a file

How to obtain this publication

Registered agents can order a paper copy through the ATO Publication Ordering ServiceExternal Link.

Other users can obtain a paper copy by:

  • using our automated self-help publications ordering service at any time. You need to know the full title of the publication to use this service
  • phoning our Publications Distribution Service on 1300 720 092. You can speak to an operator between 8.00am and 6.00pm Monday to Friday. Before you phone, check whether there are other publications you may need – this will save you time and help us. For each publication you order, you need the full title

About this guide

You and your shares 2017 (NAT 2632) will help people who hold shares or bonds as an investment to understand their tax obligations. It covers:

  • how dividends received by Australian resident and non-resident individuals are taxed, and
  • the type of expenses you may be able to claim against dividend income.

If you acquired shares after 19 September 1985, capital gains tax (CGT) may apply when you dispose of them.

See also:

Who should use this guide?

Use this guide if you are an individual taxpayer who holds shares or bonds as an investment.

This guide will also help people who carry on a business of trading in shares. However, it does not deal with the specific taxation of shares held as trading stock or with the profits or losses arising from the disposal of such shares. If you need further advice on these aspects of owning shares, contact us or a recognised tax adviser.

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To find out how to get a publication referred to in this guide and for information about our other services, see More information.

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