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Has the Trust owned the asset for more than 12 months?
Property
Shares

* Fields highlighted in red are mandatory.

Estimated results

$0

Based on the Trust’s inputs, the estimated capital gains tax payable is $0.

SUMMARY
Capital Gain $0
Taxable Capital Gain $0
Carried Forward Loss (After This Event) $0
Capital Gains Tax Payable $0
How to use the Trust Capital Gains Tax calculator

Enter the Trust’s asset details for both property and shares and select how the gain is treated:

  • Ownership > 12 months — enables the 50% CGT discount.

  • Property Purchase Price / Sale Proceed — amounts paid and received for the property.

  • Property Cost of Purchase / Cost of Sale — incidental costs added to the cost base / deducted from sale proceeds.

  • Share Purchase Price / Sale Proceed — amounts paid and received for shares (optional).

  • Share Cost of Purchase / Cost of Sale — incidental costs on share purchases and disposals (optional).

  • Carried Forward Losses — capital losses from prior years that reduce the Taxable Capital Gain.

  • Tax Treatment — “Distributed to beneficiary” (uses the beneficiary’s marginal tax rates) or “Undistributed (taxed in trust)”.

  • Beneficiary’s Current Taxable Income — required only when “Distributed to beneficiary” is selected.

Click Calculate to see the Trust’s Taxable Capital Gain and estimated Capital Gains Tax Payable.

Disclaimer

The calculator provided on this page is for general information only and is not intended to be a substitute for tailored professional advice. The results are estimates based on the inputs you provide and are designed for Australian-resident trusts under the current capital gains tax rules for property and shares. The calculator does not consider complex scenarios such as foreign-resident trusts or beneficiaries, Private Limited shareholdings, small business CGT concessions, streaming rules, trust deed restrictions, or other special tax treatments that may apply to particular trust structures. Before making any financial or tax decisions, please seek advice from a qualified tax professional. Investax Pty Ltd accepts no responsibility for any loss, error or consequence arising from reliance on the calculator’s results without obtaining personalised advice.

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