ATO-compliant CGT reports for traders and investors
Generate ATO-ready capital gains reports with automatic 50% CGT discount calculation. Track cost base, holding periods, and tax obligations for every trade.
| Ticker | Gain/Loss | Discount |
|---|---|---|
| BHP.AU | +$2,340 | 50% |
| NAB.AU | +$1,180 | — |
| CSL.AU | +$3,650 | 50% |
| WES.AU | -$820 | — |
ATO-ready
Capital gains reports
Automatic
50% CGT discount
Per-trade
Cost base tracking
By FY
Financial year reporting
Tax time should not mean hours of manual calculations.
Without automated tax reporting
- Manually calculating capital gains across dozens or hundreds of trades is time-consuming and error-prone
- Tracking which trades qualify for the 50% CGT discount requires checking holding periods for every position
- Cost base calculations become complex with partial exits, brokerage fees, and currency conversions
- Gathering data across multiple broker accounts for a single financial year means consolidating spreadsheets manually
With Swingfolio
- Generate a complete CGT report for any Australian financial year with one click — all gains, losses, and net totals calculated
- The 50% CGT discount is applied automatically to trades held longer than 12 months — no manual checking required
- Cost base is tracked per trade including brokerage fees, with proportional allocation for partial exits
- Consolidate tax data across all your trading portfolios into a single report ready for your accountant or self-lodging
Everything you need for Australian trading taxes
ATO-ready CGT reports
Generate capital gains reports formatted for your tax return — total gains, total losses, net capital gain, and CGT discount applied.
Automatic 50% CGT discount
Positions held longer than 12 months automatically receive the 50% CGT discount. Both full and discounted gains are shown.
Holding period tracking
Swingfolio tracks how long you held each position, so you know which trades qualify for the CGT discount.
Cost base calculation
Purchase price plus brokerage fees tracked automatically. Partial exits allocate cost base proportionally.
Financial year reporting
Filter by Australian financial year (July to June) to see all trades closed within the reporting period.
Multi-portfolio consolidation
Combine tax data across all your trading accounts into one consolidated report for your tax return.
Australian trading tax report FAQ
Related features and resources
Stop dreading tax time. Generate your CGT report in seconds.
Import your trades, and Swingfolio calculates your capital gains, applies the 50% discount, and generates an ATO-ready report. Free for 30 days.