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.
Franking credits are real money, and many investors don't claim their full entitlement.
What This Service Covers
Our share trading and investment tax service covers your whole portfolio:
- Annual return including all investment income
- Dividend income and franking credit reporting
- Capital gains and losses across your portfolio
- Tax loss harvesting advice
- Managed fund distributions and foreign income
- Investor versus trader status assessment
- Employee share scheme 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 records.
- We prepare a complete investment tax schedule.
- We incorporate everything into your annual return.
- We advise on structuring your activity tax-effectively.
Let's Make Sure Your Investment Tax Is Sorted
Everything reported, every entitlement claimed. Book a free consultation or call the team today.