CGT Mate
BetaFree

Australian share CGT, sorted.

Drop your CommSec, SelfWealth or Stake trades and get a capital gains summary ready for your tax return.

Free. Runs entirely in your browser. Your trades never leave your device.

In beta. We are still testing CGT Mate, so please check the figures against your statement before you lodge.

Drop your trades here, or click to upload

Broker confirmations or statements. TXT, CSV, Excel or PDF.

Reads CommSec, SelfWealth and Stake automatically. Other broker? Use our CSV template. Everything is read in your browser.

or paste the text from your statement
1

Add your trades

Upload your CommSec, SelfWealth or Stake trades, or use our CSV template for any other broker.

2

We do the maths

Parcel matching, the 50% discount for parcels held over 12 months, and losses applied in the order that helps you most.

3

Download your summary

A clear capital gains summary and a CSV you can hand to your accountant or use on your return.

Honest about what a statement can show

CGT Mate does the tedious calculation for straightforward buys and sells. It does not silently guess the things a statement cannot show. Where it spots that something needs a human, it tells you plainly.

  • Flags dividend reinvestment (DRP) parcels, ETF and managed fund cost base adjustments, and corporate actions like splits, mergers and returns of capital.
  • Reminds you to include every broker, since one statement will not show shares held elsewhere.
  • Shows its working per parcel, so you or your accountant can check every line.

Frequently asked questions

Is CGT Mate free?

Yes. Working out your capital gains summary is free. The tool runs in your browser, so there is no account and nothing to install.

Which brokers and file types does it support?

CommSec, SelfWealth and Stake trade confirmations are read automatically. For any other broker, download our CSV template, add your trades and upload it. It always reads correctly. You can upload a TXT, CSV, Excel or PDF file, or paste the text.

Do my trades leave my browser?

No. By default everything is calculated on your device and nothing is uploaded. The only exception is the optional AI reader, which sends a statement's text to be read only after you explicitly choose it, and does not store it.

How is the capital gains tax discount worked out?

For parcels held more than 12 months, the 50% CGT discount is applied. Current-year capital losses are applied before the discount, in the order that leaves you better off, and parcels are matched first in, first out.

Does it handle cryptocurrency?

No. CGT Mate is built for Australian share trades. Cryptocurrency has different rules and is not supported.

Is this tax advice?

No. CGT Mate gives general information only and does the arithmetic for straightforward buys and sells. It flags what a statement cannot show, like dividend reinvestment, ETF cost base adjustments and corporate actions, for you or your accountant to finish. Always check the figures before you lodge.