Capital Gains Tax (CGT) on Shares with DRPs | Australian 2025 Tax Return 🤑

How to track your shares and calculate the Capital Gains listed on the ASX so you can complete your 2024 Australian Income Tax Return. This method shows you how to get back on track of all of your buying and selling activity over many years using free, reliable and accurate online tools that will keep the ATO happy.

💰 Use SHARESIGHT to track your shares - https://tools.moneywithdan.org/Shares...

(BONUS When you signup using this link, the first 4 months of subscription are free if you choose to upgrade to advanced plan and I may get a small my commission at no extra cost to you, so we both win!)

📄 Grab the FREE CGT Cheat Sheet featured in this video for subscribers:
https://tools.moneywithdan.org/CGT-Ch...

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I will use a real life case study of an investment to calculate the adjusted cost base with multiple corporate actions over the past two decades including dividend reinvestment plans (DRP), dividends that are partially paid in cash, demergers, share splits, bonus shares and so on.

I will take you step-by-step of how I calculated the capital gains accurately using the free online tracking tool, Sharesight, and the corporate share register service, Link Market Services, to fill any gaps in your records.
marketservices.com.au/

CHAPTERS
0:00 Intro
0:53 CHESS Sponsorship and Sharesight
1:38 Manually adding shares in Sharesight
3:41 Woolworths DRP
4:51 Link Market Services
5:56 Enter Sell Trade in Sharesight
6:25 Capital Gains Report in Sharesight

DISCLAIMER
This video is intended for general information and entertainment only and is not a replacement for professional advice. Money with Dan is not a financial advisor. You should consider seeking independent legal, financial, taxation or other advice to check how the information in this video relates to your unique circumstances. Money with Dan is not liable for any loss caused, whether due to negligence or otherwise arising from the use of. or reliance on, the information provided directly or indirectly, by use of this video.

#Sharesight #Moneywithdan #ASXShares