This guide only covers basic capital gains tax issues relating to shares and managed funds for personal investors and is not designed to cover all circumstances.
For the Tax Office's most up-to-date and comprehensive information about capital gains tax, visit our website at ato.gov.au.
Publications
Publications referred to in this guide are:
- General value shifting regime – who it affects (NAT 8933-6.2003)
- Guide to capital gains tax 2004 (NAT 4151-6.2004)
- Guide to capital gains tax concessions for small business (NAT 8384-5.2004)
- You and your shares (NAT 2632-6.2004)
To get any publication referred to in this guide:
- visit our website at ato.gov.au
Contacts
If you need further information:
- request a fax from tax on 13 28 60
- phone the Tax Office on 13 28 61, or
- seek advice from a recognised tax adviser.
If you do not speak English and need help from the Tax Office, phone the Translating and Interpreting Service (TIS) on 13 14 50.
People with a hearing or speech impairment can phone the Telephone Typewriter Service on 1300 130 478.
Lodge online with e-tax
Looking for an easy and convenient way to do your tax return? Try e-tax - available free from the Tax Office website at ato.gov.au.
You can use e-tax to:
- prepare your tax return electronically in a secure online environment
- estimate items such as capital gains
- work out your tax refund or tax debt.
e-tax is available from 1 July 2004.
Tax returns lodged using e-tax are usually processed in 14 days.
For more information, visit our website at ato.gov.au.
If you sold shares or units in a unit trust, or received a distribution of a capital gain from a managed fund, this guide explains your tax obligations. NAT 4152-06.2004