Report Capital Gains Tax (CGT) Correctly with Sharesight

Описание: Sold your shares recently? Your CGT might not be as accurate as you think.

In this video, we walk step-by-step through a real ETF sale, rebuilding the cost base, correcting dividend reinvestments, and checking FX entries—all using a free Capital Gains Tax Checklist.

📌 What you'll learn:
• The #1 CGT mistake Aussie investors make
• Why your Sharesight report could be missing key data
• How DRPs, brokerage changes, and FX impact your gain
• What the ATO actually needs in your return

🔧 Get the CGT Checklist in the description here:
tools.moneywithdan.org/CGT-Cheat-Cheat

🖥️ Try Sharesight using my affiliate link here
https://tools.moneywithdan.org/Shares...

If you use my above link to access Sharesight you will get the first 4 months FREE if you ever decide to upgrade from the FREE plan to a paid subscription to create more than 1 portfolio and add more than 10 holdings.

🕛 TIME STAMPs
0:00 Intro
0:24 Capital Proceeds, Cost base and Broker statements
0:47 Setup a Free Sharesight account
1:01 What is the full cost base?
1:59 Don't forget DRPs
3:23 Calculate Capital Gain or Loss
3:55 Add Gains and Losses
4:07 Use the 50% CGT Discount
4:25 How to enter capital gain on ETF in tax return

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💰ETF Capital Gains in MyGov: How to Add Them Without Pre-Fill | 2025 Australian Tax Return    • How to Report ETF Capital Gains in MyGov W...  

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💰How to Track RSUs in Sharesight | Step-by-Step Guide    • How to Track RSUs in Sharesight | Step-by-...  

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