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An overview of Sharesight's key features

CGT Report
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The CGT Report calculates capital gains made on securities as per Australian Tax Office rules. The report is based on the ‘discount method’ for shares that were held for more than 1 year and the ‘other method’ for shares held for less than one year. The report may be run over any date range.

You can specify the sale allocation method that you wish to use on a per share basis. This includes the Sharesight Minimisation method which assumes that you sell shares that will result in the lowest capital gains tax first. This method is more sophisticated than the ‘Minimise capital gain’ method because it takes into account the discounting rules.

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A summary calculation works out your capital gain for the year as per ATO rules Any capital losses realised during the period are shown here Any capital gains made during the period on shares that were held for more than one year are shown here. Print the report or export a full copy of the report to an Excel spreadsheet Any capital gains that were made on shares held for less than one year are shown here Choose to run the CGT Report over the time period of your choice. By default the report shows the current financial year. You can choose the sale allocation method of your choice on a per share basis. Methods include FIFO, LIFO, maximise gain, minimise gain, and a special smart minimisation method that takes the discounting rules into account in order to minimise taxable gain