Capital Gains example - instantly view the CG liability for any parcel

Topshare's View CG Liability form conveniently allows you to assess the capital gains situation for any of the shares in your portfolio.

Once you have selected a stock from the portfolio holdings, all parcels are displayed:

Now, simply select the parcel to see the CG details. An example for Simsmetal is shown. In the panel on the right of the form, you can see you'll receive a net benefit of $1,303.90. With this particular combination of purchase and sale dates, both the CPI-Indexation and the 50% Discount rules apply for Capital Gains Tax.

Topshare calculates the assessable Capital Gains according to both rules. In this case, the 50% Discount rule clearly produces the best outcome, with an assessable CG of $651.95 - compared with $1,200.96 if assessed according to the CPI-Indexation rule.