Tax Reporting
CGT reports for shares, not a lost weekend.
Generate Australian CGT reports for shares, ETFs and crypto, with lot-level cost bases, the 50% discount, franking credits, AMIT, FITO and myTax-ready exports — entity-aware for Individual, Company, Trust and SMSF.
Free forever · No credit card required
Imports from 100+ brokers
Real positions, not estimated snapshots.
CommSec
Stake
SelfWealth
Interactive Brokers
Pearler
SuperheroATO-ready, all year
The CGT and income report your accountant wishes everyone brought.
Lot-level capital gains, franking credits, AMIT, foreign income and myTax labels — calculated continuously, not rebuilt in a panic every June.
CGT discount, applied
The 50% discount for assets held over 12 months is applied automatically, with holding periods tracked to the day.
Lot allocation methods
Switch between FIFO, LIFO, minimise CGT, and max or min gain. The tax impact updates instantly.
Entity-aware
Discount rules and reporting adjust to the entity you're lodging for: Individual, Company, Trust, or SMSF.
Income & franking
Dividend income, franked and unfranked, plus franking credits, gathered into one tax-ready summary.
myTax & report exports
Export myTax-mapped reports as XLSX or PDF, or share read-only portfolio access with your accountant when it's time to lodge.
Finalize & lock
Lock a financial year once it's lodged so the figures can't drift, with a clear record of when it was finalised.
Capital gains, lot by lot
A CGT report for shares you can actually reconcile.
Every disposal is matched to the parcels it came from, split into short- and long-term, with losses netted and the 50% discount applied only where it's earned. Contract notes, brokerage, DRPs and parcel choices stay visible instead of disappearing into a spreadsheet formula.
- Holding period tracked to the day per parcel
- Losses offset gains, then carry forward
- 50% discount applied to eligible long-term gains
Your strategy, your call
Choose how parcels are matched.
The order you sell parcels changes your tax. Switch allocation method and watch the net taxable gain recalculate, so you can pick the outcome that suits you before you lodge.
- FIFO, LIFO, minimise CGT, min or max gain
- Net taxable recalculates instantly
- Compare strategies before you commit
Right entity, right rules
Confident before you lodge.
Reporting adjusts to the entity you lodge for, a checklist confirms the data is complete, and one export hands a clean file to your accountant or the ATO. Income reports keep franking, AMIT, foreign income and FITO separate enough to check against statements.
- Individual, Company, Trust and SMSF
- Completeness checklist before lodging
- myTax XLSX & PDF, or read-only portfolio access
The 50% discount, visualised
Twelve months changes everything.
Hold an asset for more than 12 months and, as an individual or trust, you're taxed on only half the capital gain. Metrifly tracks each parcel's holding period to the day and applies the discount automatically, so the saving lands in your report without a calculator.
- 12-month holding period tracked per parcel
- 50% discount applied only where it's earned
- Taxable gain calculated after the discount
Income, grossed up correctly
Franking credits, counted in full.
A franked dividend is more than the cash that hits your account: the attached franking credit is company tax already paid. It grosses up your taxable income and offsets the tax you owe. Metrifly attaches the credit to every dividend and rolls it into your income report.
- Cash dividend plus franking credit = grossed-up income
- Franked and unfranked amounts kept separate
- Credits flow into your myTax-ready income report
FAQ
Tax questions, answered.
Is the 50% CGT discount applied automatically?
Yes. Metrifly tracks each parcel's acquisition date and applies the 50% discount to gains on assets held longer than 12 months, for eligible entities. Short-term gains are kept separate so nothing is double-counted.
Can I choose how parcels are matched when I sell?
You can. Switch between FIFO, LIFO, minimise CGT, minimise gain or maximise gain, and the report recalculates so you can see the tax impact of each strategy before you lodge.
Does it support SMSFs, trusts and companies?
Yes. Reporting is entity-aware — the CGT discount and presentation adjust for Individual, Company, Trust and SMSF, so the figures match how you actually lodge.
How do I get the numbers to my accountant or the ATO?
Export tax and income reports as XLSX or PDF, or grant read-only portfolio access so your accountant can pull CGT and income reports directly. Finalise the year to lock the figures once lodged.
Keep exploring
The same import powers your performance and income.
Make your CGT report boring.
Import your trades and get lot-level CGT, franking credits, AMIT, FITO and myTax exports whenever you need them. Free to start.
Not tax advice · Verify with a registered tax agent