Compare Scenarios places two or three alternatives side by side so you can examine their estimated outcomes. The comparison is factual: Navexa does not recommend or rank one scenario over another.
Open the comparison
Go to Tax Reporting > Tax Planning > Scenarios.
Create at least two scenarios.
Select Compare.
Under Pick 2–3 scenarios, select the alternatives you want to review.
The selected scenarios are numbered in the order you choose them. The first scenario is the baseline. Figures beneath the other scenarios show their estimated difference from that baseline.
What you can compare
As of: the date each scenario uses.
Note: any assumptions or explanation saved with the scenario.
Hypothetical trades: the number of trade rows in each scenario.
Net cash impact: the estimated cash raised or required after brokerage.
Capital gain realised: the estimated gain produced by the hypothetical sells.
Change to the financial year's assessable gain: the estimated change created by the scenario.
Assessable gain after the scenario: the estimated financial-year total after applying the scenario.
Potential wash sale: an indicator that an arrangement may need closer review. It is not a determination or tax advice.
Not included: any items Navexa could not include in the comparison.
Portfolio allocation shift: changes to the relative weight of the investments that remain.
Review the detail
Select View scenario to open an alternative and inspect or edit its hypothetical trades. Select View calculation to examine how Navexa arrived at the assessable-gain figures.
If a scenario is out of date, open it, check the As of date and select Refresh before comparing again.
Interpret allocation changes carefully
The cash raised by a hypothetical sale is not modelled as a portfolio asset. A sell therefore changes the percentage shares of the investments that remain rather than adding the proceeds to a cash allocation.
Choose for yourself
The comparison is designed to help you inspect trade-offs. It does not decide which scenario is best for your goals or circumstances. Independently verify the estimates and seek qualified advice where needed.
Remember, this is general information, not personal financial advice.