Personal investors guide to capital gains tax 2017

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

Last updated 18 February 2018

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About this guide

Check when to use this guide.

Introduction

Explains how to complete question 18 in your individual supplementary tax return.

Part A: How capital gains tax applies to you

Explains capital gains tax obligations including if it applies, how to work it out and what records you need to keep.

Part B: Sale of shares or units

Guidance notes on sale of shares or units.

Part C: Distributions from managed funds

Guidance notes on distributions from managed funds.

Appendixes

Shows the consumer price index from 1985 - 1999 for each quarter.

More information

Supporting publications, phone numbers, other services, and lodgment.

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