Tax Tips & Guides

Tax tips & guides for Australian investors.

Expert guides on CGT calculations, franking credits, tax strategies, and portfolio management — written specifically for Australian share investors.

FeaturedHow-ToGetting StartedPortfolios

How to set up your first portfolio in SavvyPortfolio

Set up your first portfolio in SavvyPortfolio — name it, create it, and get ready to import your share transactions in under a minute.

8 Aug 20264 min read

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How-ToCSV ImportCommSec

How to import your CommSec CSV into SavvyPortfolio

Import your CommSec transaction CSV into SavvyPortfolio and watch your holdings, value and unrealised gains build themselves — no manual entry.

7 Aug 20266 min read

How-ToCSV Import

How to import from Stake, SelfWealth or any broker CSV

Import trades from Stake, SelfWealth, NABtrade, CMC Markets or any broker CSV using SavvyPortfolio's automatic column mapping.

6 Aug 20267 min read

How-ToTransactions

How to add a share transaction by hand in SavvyPortfolio

Record a buy or sell by hand in SavvyPortfolio — symbol, date, quantity, price and brokerage, with the total cost calculated live.

5 Aug 20266 min read

How-ToDashboard

How to read your SavvyPortfolio dashboard

A guided tour of the SavvyPortfolio dashboard — portfolio value, the value-versus-cost chart, unrealised P&L, dividends and your holdings table.

4 Aug 20266 min read

How-ToHoldings

How to sort, filter and search your holdings

Find any holding fast — search, filter to gainers or losers, flag the 12-month CGT line and choose the columns you see.

3 Aug 20266 min read

How-ToHoldingsCGT

How to drill into one holding (and its CGT position)

Open a single holding to see your position, holding period and a live "If you sold today" CGT estimate with the 50% discount applied.

2 Aug 20265 min read

How-ToDividendsFranking Credits

How to record a dividend and its franking credits

Record an ASX dividend in SavvyPortfolio and let it calculate the franking credits for you — fully franked, partly franked or unfranked.

1 Aug 20266 min read

How-ToCGTTax Time

How to get your CGT report ready for tax time

Generate an ATO-ready CGT report in SavvyPortfolio — FIFO cost base, the 50% discount, itemised events and dividend income, per financial year.

31 July 20269 min read

CGTATO

How to Calculate Capital Gains Tax on Shares in Australia: Complete 2026 Guide

Learn how to calculate CGT on your ASX shares step by step. Covers the cost base, FIFO method, 50% CGT discount, capital losses, and what the ATO actually expects from you.

20 Mar 202612 min read

CSV ImportCommSec

How to Export Your CommSec Transaction History and Import It for Tax Reporting

Step-by-step guide to downloading your CommSec CSV file and importing it into a portfolio tracker. Stop manually entering trades at tax time.

18 Mar 20266 min read

DividendsFranking Credits

Franking Credits Explained: A Plain-English Guide for Australian Share Investors

What are franking credits, how do they work, and why do they matter at tax time? A straightforward guide to dividend imputation for ASX investors.

15 Mar 20268 min read

CGTTax Time

Tax Loss Harvesting in Australia: How to Reduce Your CGT Bill Before EOFY

A practical guide to selling losing shares to offset capital gains before 30 June. Covers the wash sale rule, timing, and strategy for Australian investors.

12 Mar 20269 min read

Tax TimeATO

The Australian Share Investor's EOFY Tax Checklist for 2025-26

Everything you need to do before 30 June 2026 to get your share portfolio tax-ready. CGT, dividends, franking credits, deductions, and record-keeping.

10 Mar 202610 min read