Skip to main content

Where to Find Brokerage and Other Expenses in Navexa

How Navexa records brokerage fees and other possible tax-deductible expenses.

Tom Wilson avatar
Written by Tom Wilson
Updated over 2 weeks ago

How Brokerage is Recorded

Depending on how you enter your trades (manually, via spreadsheet upload, or through a broker import), Navexa records brokerage for each trade under the relevant holding.

These brokerage fees are included in the cost base for that holding, which is factored into your Capital Gains Tax (CGT) calculations when you sell.


Example

  • If you buy $1,000 worth of shares and pay $10 brokerage, the cost base becomes $1,010.

  • This ensures your CGT calculation reflects the true cost of acquiring the asset.


Other Expenses

Navexa does not track other possible tax-deductible expenses such as your Navexa subscription, accountant fees or investing newsletters, because these are not tied to a specific holding.

To claim these, you will need to track them separately (for example, in your accounting software or spreadsheet) and discuss them with your tax agent.

Where to View Brokerage

Currently, you can only view brokerage in the Trades section for each holding.

Note: This is general information only and not personal financial advice.

Did this answer your question?