Taxation Services
Capital Gains Tax Calculations & Advice
Selling property, shares, or a business? CGT can significantly affect your after-tax outcome. PHC & Associates provides accurate CGT calculations, advises on available concessions and exemptions, and helps you structure disposals to minimise your tax liability.
1000+
Clients Advised
CPA
Certified
Monthly
Board Packs Delivered
What's Included
Our CGT Service Covers
CGT calculation for property, shares, units, and business assets
50% CGT discount eligibility assessment (assets held 12+ months)
Main residence exemption — full or partial
Small business CGT concessions (15-year exemption, 50% active asset, retirement exemption)
Capital losses — current year and prior year carried-forward
CGT event timing strategy — advising on optimal disposal date
Cost base calculation including capital improvements
CGT reporting in your individual or entity tax return
Asset Types We Cover
CGT Applies to a Wide Range of Assets
We calculate and advise on CGT across all common asset categories.
Property
Shares & Units
Business Assets
Crypto & Other
Documents Required
What to Bring
Accurate CGT calculations depend on having complete acquisition and disposal records.
Acquisition Records
- Original purchase contract or confirmation
- Purchase price and settlement date
- Stamp duty and legal fees paid
- Capital improvements (renovation costs)
Disposal Records
- Sale contract or confirmation
- Sale price and settlement date
- Agent commissions and legal fees
- Brokerage costs (shares)
Supporting Information
- Prior year capital loss schedule
- Main residence period details
- Rental use periods (if property)
- Business use proportions
How It Works
Your CGT Roadmap
We handle every step from calculation through to lodgement.
Book Appointment
Tell us about your disposal and we'll confirm exactly what records you need.
Submit Records
Provide acquisition and disposal documents via our secure client portal.
CGT Calculated
We calculate your gain or loss, apply concessions, and determine your tax position.
Strategy Advice
Where applicable, we advise on ways to reduce or defer the CGT liability.
ATO Lodgement
We lodge directly with the ATO via our registered agent portal.
Return Lodgement
CGT is included in your tax return and lodged with the ATO.