Personal tax
Navigating Capital Gains as an Individual
The purchase, ownership and sale records that can matter when an individual disposes of an investment asset.
Why this matters
Capital gains questions often turn on the full history of an asset, not simply its sale price. The acquisition date, purchase costs, ownership changes, improvements and disposal details may all matter when the transaction is reviewed.
What to organise
Keep contracts, settlement statements, brokerage confirmations, improvement invoices, ownership records and evidence of major events affecting the asset. Store these records for as long as professional guidance indicates they may be needed.
When to seek tailored support
Asset disposals can raise different issues depending on the asset and circumstances. Speak with an accountant before or soon after a sale so the information can be captured while it is complete.
From information to a specific brief
If you are ready to discuss your situation, review property-investor accounting introductions. It explains the referral pathway and what to prepare.
Want to speak with an independent professional?
Share a clear brief and we may introduce you to an independent accounting professional whose stated experience appears relevant. You decide whether their registration, scope and suitability are right for you.
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