Return.PNG)
Capital Gains Tax (CGT) Return
Selling property, shares or crypto? We'll handle the CGT.
CGT made simple. Lodged on time. Minimise your tax liability.
Capital Gains Tax (CGT) Services - Tax Agent Sydney
Are you paying more than you should in taxes because of Capital Gains Tax (CGT)? At Tax Logic, we offer expert advice and services to ensure your tax returns are accurate, compliant, and as tax-efficient as possible. Whether you’re an individual, investor, or business owner, our team of experienced tax agents can help you navigate the complexities of CGT and minimise your tax liability.
Individual Tax Return Deadline – 31 October 2025
If you're lodging your own tax return for the 2024–25 financial year, the deadline is Friday, 31 October 2025. Missing this date may result in penalties starting at $330, increasing every 28 days up to a maximum of $1,650. To avoid fines, lodge on time or appoint a registered tax agent before 31 October to access extended deadlines into 2026.
What is Capital Gains Tax (CGT)?
Capital Gains Tax (CGT) is the tax you pay on any profit made from the sale of assets such as property, shares, or investments. In Australia, CGT is considered part of your income tax. The amount of tax you pay depends on several factors, including the type of asset, how long you've owned it, and any applicable exemptions or discounts.
Our Capital Gains Tax (CGT) Services Include:
- Tax Return Preparation & Filing - Accurate CGT reporting as part of your tax return.
- CGT Calculation - Helping you calculate capital gains or losses for all relevant assets.
- CGT Advice for Investors - Tailored advice on how to minimise CGT on property, shares, and other investments.
- Capital Loss Management - Strategising to offset capital losses against gains to lower your tax burden.
- ATO Audits & Disputes - Representing you in the event of an ATO audit or dispute related to CGT.
Capital Gains Tax (CGT) Tax Return Preparation – What We Do
- Property Sales - Rental, investment, and holiday homes
- Share Transactions - Buy/sell notes, DRPs, restructures
- Share Trading – Share Trading Tax Treatment
- Managed Funds - Annual tax statements, deferred amounts
- Employee Share Schemes (ESS) - CGT Discount on ESS Shares - Upfront vs Deferred Taxation
- Crypto Transactions - CGT calculations and recordkeeping
- Trust Distributions - Including net capital gains
We ensure accurate CGT calculations and maximise your eligible deductions.
Capital Gains Tax (CGT) Information Required Checklist
|
Category |
Required Documents / Information |
|
Property Costs (Buying) |
- Buy Settlement Statements (from Conveyancers) - Stamp Duty - Legal Fees - Buyers Agents Fees - PEXA Settlement Fees - Registration Fees - Building Inspection Fees |
|
Property Costs (Selling) |
- Sell Settlement Statements (from Conveyancers) - Agents Commission - Legal Fees - Advertising & Marketing Costs - Staging Fees |
|
Mortgage Details |
- Mortgage Statement showing borrowing costs - Final discharge fees |
|
Property Dates |
- Date First Owned - Date First Signed with Agent - Date First Rented - Dates lived in the property |
|
Principal Residence Elections |
- Required if multiple properties are owned |
|
Shares – Transactions |
- Buy & Sell Contract Notes - Transaction Summaries (e.g., CommSec, NAB Trade) for all years |
|
Shares – Other Info |
- Dividend Reinvestment Details - Capital Restructure & Share Splits - Capital Return Amounts |
|
Managed Funds |
- Annual Tax Information Statements - Capital Return & Tax Deferred Amounts |
|
ESS Shares |
- Upfront Grant Dates & Market Value at Acquisition - Rights, Deferred Taxing Point & Market Value |
|
Cryptocurrency |
- CSV Export of all transactions and transfers from the first transaction |
|
Trust Distributions |
- Trust Tax Returns - Capital Gains Distribution Statement |
Why Choose Us For Capital Gains Tax Returns?
- ATO-Registered Tax Agents with years of experience
- Expert CGT Advice & Planning
- Online & Mobile Tax Agent Services
- Extended Tax Lodgement Deadlines
- Trusted by Individuals, families, small businesses and Investors.
We help you minimise CGT liability and maximise your refund.
Get Help with Your Capital Gains Tax Today
Don’t let Capital Gains Tax become a headache during tax season. Whether you're an individual, business owner, or investor, our tax agents at Tax Logic can ensure your tax return is CGT-compliant and tax-efficient.
Book a consultation today with our tax agents to get started on managing your CGT obligations and maximising your tax benefits.
Ready to Simplify Your Tax?
Let Tax Logic take the stress out of tax time. Whether you're in Sydney or anywhere in Australia, Our online and mobile tax agents are here to help — day or night.