Personal investors guide to capital gains tax 2025

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Personal investors guide to capital gains tax 2025

Personal investors guide to capital gains tax 2025

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

How to get the personal investors guide to capital gains tax

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

About the personal investors guide to capital gains tax

Check when and when not to use this guide and your tax obligations.

General guidance

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

Part A: How capital gains tax applies to you

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

Part B: Sale of shares or units

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

Part C: Distributions from managed funds

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

References

ATO references:
NO QC 104651