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Capital Gains Tax (CGT) Advisory

We provide accurate and timely individual tax lodgement services, ensuring full compliance while maximizing your eligible deductions and returns.
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Overview

Seamless Tax Solutions
Superior Resultsr

Filing your personal tax return shouldn’t be a source of stress. Whether you are an individual employee, a sole trader managing business revenue, or an investor with a diverse portfolio of shares and real estate—we manage the entire process for you.

Our dedicated team of professionals ensures every eligible deduction is identified and claimed. We guarantee that your lodgment remains fully compliant with ATO regulations, maximizing your potential refund while you focus on what matters most.

  • Certified Tax Experts
  • Maximized Deductions
  • Swift & Reliable Delivery
  • Transparent Fixed Pricing
What’s Included

Complete Support for Your Tax Return

Our individual tax lodgement service manages every detail of your personal tax return, ensuring the entire process is efficient, accurate, and stress-free.

Expense Optimization

Our specialists identify every eligible deduction, including work-related costs, home office expenses, travel, self-education, and more to lower your taxable income.

Detailed Review & Audit

We conduct a thorough assessment of your financial data to ensure all information is captured correctly, minimizing errors and maximizing your potential refund.

Investment Portfolio

We expertly manage investment-related income, including shares, dividends, franking credits, and rental property earnings, ensuring precise reporting.

Secure ATO Lodgemen

Your tax return is lodged securely through approved digital systems, and we provide official confirmation once the ATO has successfully received your data.

ATO Correspondence

We take care of all communication with the ATO, handling any questions or requests related to your tax return on your behalf.

Year-Round Support

Need help beyond tax time? We offer ongoing support with tax planning advice and guidance on maintaining proper records throughout the year.

-Who Is This For

Is This Service Right for You?

Our personal tax lodgment services are designed for anyone in Australia required to file an annual tax return. We simplify the entire process, making it fast, accurate, and completely hassle-free.

  • PAYG Employees —

Specialized support for workers with either standard or complex work-related deductions.

  • Sole Traders —

Comprehensive tax management for ABN holders and small business owners earning an income.

  • Property & Share Investors —

Expert handling of capital gains and dividends for owners of shares, crypto, or real estate.

  • Diverse Income Streams —

Streamlined reporting for individuals receiving income from multiple employers or various sources.

  • First-Time Tax Filers —

Patient, step-by-step guidance for those new to the workforce or the Australian tax system.

Capital Gains Tax (CGT) Advisory

Reduce What You Pay on Asset Sales With the Right Advice at the Right Time

Capital gains tax catches a lot of people off guard. You sell a property, dispose of shares, or exit a business — and suddenly there’s a significant tax bill you weren’t fully prepared for. The frustrating part is that with the right planning beforehand, that bill is almost always reducible. The problem is most people only think about CGT after the transaction is done, which is exactly when your options run out.
At OzLedger, we help you plan asset sales and disposals strategically so you’re making the most of every available concession and discount before you sign anything.

What This Service Covers

Our CGT advisory service covers calculation and review of capital gains and losses across all asset classes, application of the 50% CGT discount for assets held longer than 12 months, small business CGT concessions including the 15-year exemption, retirement exemption, and rollover relief, timing strategies to defer or reduce CGT liability, advice on CGT implications of deceased estates and inheritance, CGT on foreign assets and currency gains, crypto asset disposal reporting, and CGT record keeping guidance to protect your position if the ATO ever asks questions.

Why Timing and Planning Make All the Difference

The 50% Discount Is Worth Protecting

If you hold an asset for more than 12 months before selling, you're only taxed on half the gain. Selling even a few weeks too early can cost you significantly. We make sure you never make that mistake accidentally.

Small Business Concessions Are Generous But Complex

The small business CGT concessions can reduce or eliminate CGT on the sale of a business — but the eligibility criteria are strict and the conditions need to be met before the sale occurs, not after.

Losses Can Be Used Strategically

Capital losses can be offset against capital gains in the same year or carried forward to future years. We factor your full asset position into every CGT conversation to make sure nothing is left unused.

How It Works

We review your assets, assess the CGT implications of your planned transaction, identify every available concession and discount, model the tax outcome under different timing scenarios, and advise you on the best path forward before you commit to anything.

Talk to Us Before You Sell

Call 0481 853 888 | Email info@ozledger.com.au | Book a Consultation
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