How to Calculate Capital Gains Tax in Australia (Step-by-Step)

Updated

To calculate capital gains tax (CGT) in Australia, you subtract the cost base from the capital proceeds, apply any capital losses, then — if you held the asset for more than 12 months — apply the 50% CGT discount. The result is added to your taxable income and taxed at your marginal rate.

Step-by-Step CGT Calculation

Step 1: Determine Your Capital Proceeds

Capital proceeds are what you received for the asset. This is usually the sale price, but if you gifted the asset or sold it below market value, the ATO generally uses market value as the proceeds.

Step 2: Calculate Your Cost Base

The cost base is what you paid for the asset, plus eligible costs:

Cost Base ComponentExamples
Purchase priceAmount paid for the asset
Incidental acquisition costsStamp duty, legal fees, broker commissions, transfer fees
Improvement costsRenovations, capital works (not repairs)
Ownership costsCosts of owning the asset that were not deducted elsewhere (relevant for non-income-producing assets)
Incidental disposal costsAgent commissions, legal fees on sale

Note: Costs you have already claimed as a tax deduction cannot be included in the cost base.

Step 3: Calculate the Gross Capital Gain or Loss

Capital gain = Capital proceeds − Cost base

If the result is negative, you have a capital loss.

Step 4: Apply Capital Losses

Offset capital losses against capital gains — current year losses first, then prior year carry-forward losses. Apply losses before the 50% discount.

Example:

  • Capital gain from shares: $20,000
  • Capital loss from crypto: $4,000
  • Net gain: $16,000

Step 5: Apply the 50% CGT Discount (if eligible)

If you held the asset for more than 12 months and you are an individual or trustee (not a company or superannuation fund), reduce the net capital gain by 50%.

  • Net gain after losses: $16,000
  • 50% discount: $8,000
  • Taxable capital gain: $8,000

Super funds receive a one-third (33.3%) discount, not 50%.

Step 6: Add to Taxable Income and Calculate Tax

The taxable capital gain is included in your assessable income and taxed at your marginal rate.

Example continued:

  • Other taxable income (salary): $80,000
  • Taxable capital gain: $8,000
  • Total taxable income: $88,000
  • Income tax at $88,000 (FY2025–26): approximately $19,717 (including Medicare levy)

CGT Calculation Example (Full Worked Example)

ItemAmount
Purchase price of shares$15,000
Brokerage on purchase$20
Cost base$15,020
Sale proceeds$32,000
Brokerage on sale$20
Capital proceeds$31,980
Gross capital gain$16,960
Capital loss carried forward($2,000)
Net capital gain$14,960
50% discount (held 2 years)($7,480)
Taxable capital gain$7,480

CGT and the Indexation Method

Before 21 September 1999, the indexation method applied — the cost base could be indexed for inflation (using CPI) and no discount applied. Since then, most individuals use the discount method because it is more beneficial. You can choose which method to use, but you cannot use both on the same asset.

For assets acquired before 21 September 1999 and held for more than 12 months, you can choose:

  • Discount method: 50% discount on the nominal gain, OR
  • Indexation method: Inflate the cost base using the CPI index to the September 1999 quarter

Frequently Asked Questions

How do I calculate CGT on shares in Australia? Subtract what you paid for the shares (including brokerage) from what you received (less brokerage). Apply any capital losses, then halve the gain if you held the shares for more than 12 months. The result is added to your taxable income.

Do I calculate CGT on the full sale price? No. CGT applies to the gain — the difference between your cost base and your capital proceeds. You are not taxed on the full sale amount.

What if I have both a capital gain and a capital loss this year? Offset the loss against the gain first. If the net result is still a gain, apply the 50% discount (if eligible). If the net result is a loss, carry it forward to future years.


This article provides general tax information for FY2025–26. For advice tailored to your situation, speak with a registered tax agent or accountant. Find one through the Tax Practitioners Board register.