Australian CGT calculator
OpenFolio keeps trade parcels, cost base, realised gains, losses and financial-year records together for Australian investors.
5
parcel matching views including FIFO, LIFO and min-gains
12m
holding-period awareness for the CGT discount
FY
financial-year summaries for accountant review
Parcel tracking
OpenFolio keeps acquisition dates, quantities, costs, fees and disposals connected so CGT estimates can be rebuilt from the underlying records.
Strategy comparison
Different parcel matching methods can change the estimated gain or loss. OpenFolio helps you compare common strategies, then take the record to your accountant for review.
Australian context
Australian investors need financial-year summaries, 12-month discount awareness, dividend and franking context, and clean exports. OpenFolio keeps those records in the same place.
Questions
OpenFolio estimates CGT from the trade records you provide. It tracks parcels, cost base, disposal proceeds, holding period and selected matching method, then shows estimated realised gains and losses for review.
Australian resident individuals may be eligible for a 50% CGT discount when a capital asset is held for at least 12 months before disposal. OpenFolio can flag parcel age, but users should confirm eligibility with a tax professional.
FIFO matches disposals against the oldest available parcels first. LIFO matches disposals against the newest available parcels first. OpenFolio lets users compare strategies as estimates before relying on professional tax advice.
No. OpenFolio is record-keeping and calculation software. CGT outputs are estimates based on user-provided data and should be checked against source records and professional advice before lodging a tax return.
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