Tax tool
CGT on property sale
Net gain and CGT at your rate.
Builds the cost base line by line, applies the CGT discount where it is available, and estimates the tax on a property sale at the client's marginal rate.
Every step of the working is shown, so the client can follow the path from sale price to the tax cheque without taking anything on faith.
What you see on screen
In the app this chart is live: every assumption is on screen, editable, and the projection moves as you change it.
Key inputs
- Sale price and selling costs
- Purchase price and buying costs
- Capital improvements and holding costs in the cost base
- Ownership period and ownership split
- Marginal tax rate for each owner
What it reports
- The cost base, item by item
- Gross capital gain and the discount applied
- Taxable gain per owner
- Estimated CGT and net proceeds after tax
Insights it surfaces
Alongside the numbers, the tool writes plain-language findings you can carry straight into the conversation. Example wording, from sample figures:
The gross gain of $373,000 falls to a $186,500 taxable gain after the 50.00% discount, with estimated CGT of $72,735 at a 39.00% marginal rate.
Selling costs and forgotten capital improvements reduced the taxable gain by $21,400.
Every tool, every time
Rates and thresholds come from the verified Australian rate set for the selected financial year. Every run can be saved as a scenario against the client, exported as a client-ready PDF or an Excel workbook with live formulas, and carried into an SOA or ROA. A methodology and audit PDF documents the calculation, and every output carries the compliance block.