SHARES💸📈
- Aldo Yunus
- Jun 27
- 1 min read
Updated: Jun 29
With markets experiencing sharp and frequent fluctuations, retail investors have become increasingly active. This heightened volatility has created opportunities that many traders have capitalised on, resulting in profitable outcomes for some.
Whenever a gain or loss arises from the disposal of shares—whether through share trading or long‑term shareholding—the ATO requires taxpayers to report these results in their tax return.
To support this obligation, we have prepared this article to help you gather the correct documents for tax purposes.
Your share transaction history is essential for your accountant to accurately assess and report your trading/investment activity to the ATO. While certain capital gains or losses may be disregarded in specific circumstances, you should always seek advice from your accountant before excluding any transactions.
To make the process easier, we have provided step‑by‑step instructions on how to download transaction reports from specific platforms. Please select the platform you used for your share trading or shareholding:
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