Investor

Understand what the CGT discount is, who can access it, and how it reduces the capital gain assessed on eligible assets.

Understand when your home may be exempt from capital gains tax under the main residence exemption.

Understand what makes a capital loss and how it can be used to reduce capital gains.

Understand what makes up the cost base of a CGT asset and how it is used to calculate a capital gain or loss.

Understand how joint owners split rental income and deductions for tax purposes.

Understand what a managed investment trust distribution is and how it is taxed for investors.

Understand what records to keep for capital gains tax and for how long.

Understand the main ways superannuation is taxed – on contributions, earnings and withdrawals.

Understand how the ATO distinguishes between an investor and a trader and why the difference matters.

Understand the records the ATO expects crypto investors to keep for transactions, gains, losses, and income.

Learn what records rental property investors should keep for income, expenses, interest, and capital gains tax.

Understand dividends, franking credits, and what the ATO says investors need to declare.

Learn how the ATO treats interest income and why investors generally need to declare it in their tax return.

Learn what capital gains tax is and when the ATO says it may apply to investments and assets.

Understand common situations where capital gains tax may apply to investment assets.

Learn how dividends may be treated as investment income and what the ATO says about declaring them.

Understand franking credits and why they may appear with Australian dividends.

Understand the records investors should keep for shares, property, crypto assets, dividends, and capital gains tax.

Learn how the ATO treats rental income and what property investors may need to declare.

Understand common rental property expenses and how the ATO separates immediate deductions from other costs.

Understand negative gearing in a tax context and why rental property records matter.

Learn how the ATO treats crypto assets and why records matter for tax and capital gains.

Understand the tax issues that may arise when selling shares, including capital gains tax and record keeping.