The tax solution for your investment portfolio

If you’ve been struggling with calculating your portfolio taxes, it’s time to swap your spreadsheet for Sharesight.

Investors just like you use Sharesight to get all the info they need to lodge their ATO tax returns.

With Sharesight, all your portfolio-related data lives in one place. So you always have everything you need – not just at tax time but throughout the year.

⭐ See all your dividend income

Use the Taxable Income Report to see a running total of all your dividends, distributions and interest payments, broken-up by local Australian (non-trust and trust) income and foreign income. Franked/unfranked amounts and relevant franking credits are also provided. The report can be run at any time, over any time period.

⭐ Easily calculate your CGT

Use the Capital Gains Tax Report to calculate the capital gains you incurred from sold shares, as per Australian Tax Office (ATO) rules. You can optimise your tax position by experimenting with different sale allocation methods, and the report can be run at any time, over any time period.

⭐ Take advantage of tax loss selling

Use the Unrealised CGT Report to offset your capital gains against investments that have suffered losses this year. You can model the capital gains tax that would arise across your portfolio if the shares identified were sold on the report date, and you can modify the CGT sale allocation method at the overall portfolio or individual holding level to determine your optimum position.