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.
Most people think about CGT after the sale, which is exactly when the options run out.
What This Service Covers
Our CGT advisory service covers every asset class and concession:
- Capital gains and losses across all asset classes
- The 50% CGT discount for assets held over 12 months
- Small business CGT concessions and rollover relief
- Timing strategies to defer or reduce liability
- CGT on deceased estates and inheritance
- CGT on foreign assets and crypto disposals
- Record keeping to protect your position
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 and planned transaction.
- We identify every available concession and discount.
- We model the outcome under different timing scenarios.
- We advise on the best path before you commit.
Talk to Us Before You Sell
Plan the sale, keep more of the gain. Book a free consultation or call the team today.