A guide to your tax obligations if you made a capital gain or loss from shares, units or managed funds.
About this guide
Check when and when not to use this guide, and how to get a copy in portable document format (PDF).
Explains what question you need to complete in your tax return and things that need to be taken into consideration.
Part A: How capital gains tax applies to you
Explains CGT, how to meet your obligations, what are exemptions and rollovers and records you need to keep.
Part B: Sale of shares or units
Explains how to work out your capital gain from the sale of shares, or units in a unit trust.
Part C: Distributions from managed funds
Explains legislative changes impacting capital gains of managed investment trusts and how to work out your capital gain.
Find additional information to help you understand and complete your CGT obligations.