Tax in Sharesight — Australia

Sharesight automatically calculates your tax position as you go — including capital gains, taxable income, and dividend history. Use this page to find answers to common tax questions.

I need to prepare for my tax return

Step-by-step: how to use Sharesight to complete your Australian tax return A walkthrough covering how to verify your portfolio, confirm dividends, handle trust distributions, and run the right reports before filing.

What are my capital gains this financial year?

CGT Report See your realised capital gains and losses, including the 50% CGT discount for assets held over 12 months.

What would my capital gains be if I sold today?

Unrealised CGT Report See the potential gain or loss on your current holdings based on today's prices.

What income do I need to declare?

Taxable Income Report View all taxable income received across your portfolio — dividends, interest, and trust distributions.

I have trust or AMIT distributions — how do I handle them?

How Sharesight handles Australian AMIT tax components Understand how to enter and manage Attribution Managed Investment Trust (AMIT) annual tax statement components in Sharesight.

I have foreign investments — how is withholding tax handled?

Foreign withholding tax Understand how Sharesight handles foreign withholding tax on international dividends and distributions.

How do I compare my returns across multiple years?

Multi-Period Report Compare portfolio performance and tax figures across multiple financial years side by side.

My tax residency has changed

Recreating a portfolio in a different tax residency If you've moved countries or changed tax residency, here's how to set up your portfolio to reflect the correct tax treatment going forward.