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 general investing/admin expenses (for example, your Navexa subscription, accountant fees, or investing newsletters) because these aren’t tied to a specific holding and aren’t included in Navexa tax reports.
If you want to claim any of these, you’ll need to track them separately (for example, in your accounting software or a spreadsheet) and confirm treatment with your tax agent/accountant.
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.