Tax Analysis Suite

📊 Summary by Stock

📋 Transaction Detail

💰 Estimated Tax Impact

Estimated franking credit tax offset based on your total franking credits of $0. These are indicative only - actual tax outcomes depend on individual circumstances.

📁 Upload Transaction History for CGT

Upload the full inception-date CMA CSV to calculate capital gains. Buy and sell transactions will be auto-detected from the Description column.

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Drop CSV or Excel file here or click to browse

Full history recommended for accurate FIFO parcel matching (.csv, .xls, .xlsx)

⚙ Franking Rate Management

Edit franking percentages below. Changes are saved to your browser automatically. Use "Reset Defaults" to restore original rates.

Tax Analysis Report -

📁 Upload CMA Transactions

📊 Summary by Stock

📋 Transaction Detail

💰 Estimated Tax Impact

📈 Year-over-Year Comparison

📁 Upload Transaction History for CGT

🏛️ Investment Structure

⚙ CGT Settings

⚙ Franking Rate Management