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Get your FREE ETF Tax Return Checklist!

Stay compliant, declare the correct ETF income, capital gain or loss, and breeze through tax time with this free, ATO-aligned Checklist.

Get the free ETF Tax Return Checklist emailed to you as a .pdf below.

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Reliable tax information helping thousands of investors in Australia

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How to Access Your CGT Cheat Sheet in .Pdf

Step 1: Check your inbox (and don’t forget to peek in the junk or spam folder).
Step 2: Open the email and click the “Download” button. The Excel Template will open in a new browser tab.
Step 3: In the Excel file, click the “File” menu on the top-left ribbon.
Step 4: Select “Create a Copy” from the dropdown menu and save it somewhere safe on your computer or OneDrive.
Step 5: Answer the questions in the checklist

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