Share Trading & Investment Tax

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

Overview

Easy Tax ReturnsBetter Outcomes

Preparing your individual tax return doesn’t need to be overwhelming. Whether you’re an employee with a simple return, a sole trader earning business income, or an investor with shares or property — we take care of everything.

Our expert team makes sure all eligible deductions are included, your return meets full ATO requirements, and you get the best possible refund. We handle the hard work so you can enjoy a stress-free tax season.

What’s Included

Complete Suppor for Your Tax Return

Our individual tax lodgement service takes care of every part of your personal tax return, making the process smooth and hassle-free.

Deduction Maximisation

Our specialists ensure all eligible deductions are captured, including work-related costs, home office expenses, travel, self-education, and more.

Deduction Maximisation

Our specialists ensure all eligible deductions are captured, including work-related costs, home office expenses, travel, self-education, and more.

Investment Income

We manage all investment-related income such as shares, dividends, franking credits, and rental properties, ensuring everything is reported accurately.

ATO Lodgement

Your tax return is securely lodged with the ATO using approved systems, with confirmation provided once processing is complete.

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 individual tax lodgement service is ideal for anyone in Australia who needs to file a personal tax return. We make the process simple, accurate, and stress-free.

PAYG workers with simple or complex deductions.

ABN holders earning business income.

Shares, funds, crypto, or property owners.

Multiple employers or income streams.

New to work or the Australian tax system.

Share Trading and Investment Tax

Get Your Investment Tax Right — Whether You Trade Occasionally or Constantly

Investing in shares and managed funds creates tax obligations that are more complex than most investors realise. Dividends, franking credits, capital gains, wash sale rules, the distinction between investor and trader status — there are a lot of moving parts, and getting any of them wrong can mean paying more tax than you should or attracting ATO attention you’d rather avoid.

At OzLedger, we handle the tax side of your share portfolio and investment activity so everything is reported correctly, every entitlement is claimed, and your overall tax position is as strong as it can be.

What This Service Covers

Our share trading and investment tax service covers annual tax return preparation including all investment income, dividend income and franking credit reporting, capital gains and losses calculations across your full portfolio, tax loss harvesting advice to optimise your end of year position, managed fund distribution reporting including foreign income and tax offsets, assessment of investor versus trader tax status and the implications of each, employee share scheme reporting, and advice on the tax treatment of rights issues, bonus shares, and corporate actions.

Why Investment Tax Is Worth Getting Right

Franking Credits Are Real Money

Fully franked dividends come with a tax credit attached — and if your marginal rate is lower than 30%, the ATO refunds the difference. Many investors don't claim their full entitlement simply because their return isn't prepared properly.

Investor Versus Trader Status Changes Everything

If the ATO determines you're carrying on a business of share trading rather than investing, your gains are taxed as ordinary income rather than capital gains — meaning you lose access to the 50% CGT discount. We assess your situation carefully and make sure your treatment is defensible.

Corporate Actions Create Hidden CGT Events

Share splits, rights issues, takeovers, and demergers all trigger CGT events that need to be reported correctly. These are easy to miss and easy for the ATO to pick up through data matching.

How It Works

We review your brokerage statements and investment records, prepare a complete and accurate investment tax schedule, incorporate everything into your annual return, and provide advice on structuring your investment activity more tax-effectively going forward.

Let's Make Sure Your Investment Tax Is Sorted

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