Capital Gains Tax (CGT) Return

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 2026

If you're lodging your own tax return for the 2025–26 financial year, the deadline is Saturday, 31 October 2026. 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 deep into 2027.

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

Upcoming Capital Gains Tax (CGT) Changes: What You Need to Know

Significant updates to Capital Gains Tax rules are coming into effect, introducing a new 30% tax rate framework, valuation rules as at 1 July 2027, the cessation of the 50% CGT discount, the reintroduction of indexation, and important grandfathering provisions for existing assets.

Whether you are managing investment property, shares, or private business assets, understanding how these transitional rules affect your portfolio is crucial for long-term tax planning.

Key Highlights:

• 30% Minimum CGT Floor: From 1 July 2027, real capital gains (after indexation) accrued post-transition are subject to a minimum tax floor of 30%, meaning gains can no longer be offset down to lower individual marginal tax brackets.
• Superannuation High-Balance Threshold (Division 296): Earnings—including capital gains—attributable to total superannuation balances exceeding $3 million will incur an additional 15% tax, bringing the total rate on that portion to 30%.
• High Yield & Trust Withholding: From 1 July 2028, discretionary trustees will be required to withhold tax at a flat rate of 30% on distributions (including capital gains), preventing income streaming to lower tax-bracket beneficiaries.
• Valuation Baseline (1 July 2027): Assets held before 1 July 2027 will need to be valued on 1 July 2027 to establish their new cost base.
• 50% CGT Discount Ceases (1 July 2027): The general 50% CGT discount for individuals and trusts will no longer apply to capital gains accrued after 1 July 2027.
• Reintroduction of Indexation: Cost base calculations post-1 July 2027 will reintroduce indexation for inflation to calculate your real net capital gain.
• Grandfathering Rules: Protectable assets, transitional relief options, and key compliance deadlines for assets acquired before the implementation date.

Explore Detailed Guides & Articles:

CGT Grandfathering Rules and Why a 1 July 2027 Valuation Is Critical

The Death of the 50% CGT Discount: Navigating Australia’s New 30% Minimum Tax Era 

2026 Federal Budget Tax Changes - CGT, Negative Gearing & Trust Reforms

Discretionary Trust Tax Changes (2026 Federal Budget): What You Need to Know

Thinking of Selling Before the 1 July 2027 Changes?

With major updates to CGT discounts, indexation, and rate floors approaching, many property owners and investors are choosing to sell now while market valuations remain strong and before the tax rules become significantly more complicated.

If you are planning an exit or considering liquidating assets before the transitional deadlines, having a precise Capital Gains Tax estimate is essential before putting your asset on the market.

"How Much Tax Will I Pay If I Sell?"

We provide comprehensive upfront CGT calculations to help you understand your tax position, and make fully informed decisions.

Get an Expert CGT Estimate Before Selling

• Australian Residents: $660 (incl. GST) - For Australian tax residents selling residential property, commercial premises, or investment assets.
• Mixed Use / Residency (Part Resident & Part Non-Resident): $990 (incl. GST) - For property owners or investors who have spent time living overseas or changed tax residency during ownership.

Request Your CGT Estimate Today

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.