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Personal investors guide to capital gains tax 2024

A guide to your tax obligations if you made a capital gain or loss from shares, units or managed funds.

Published 30 May 2024

How to get a copy of the personal investors guide to capital gains tax.

Check when and when not to use this guide and new terms we use in this guide.

Find out what's new in legislation or other changes for investors.

Explains what question you need to complete in your tax return and things that need to be taken into consideration.

How to meet your capital gains tax (CGT) obligations, and what exemptions and rollovers might be available to you.

Explains how to work out your capital gain from the sale of shares, or units in a unit trust.

Explains legislative changes impacting capital gains of managed investment trusts and how to work out your capital gain.

Find additional information to help you understand and complete your CGT obligations.

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