Navexa

Why some capital gains show in both the CGT and Trust Income reports, while others only show in CGT.

Why Do Some Capital Gains Show in Both Reports?

Fix missing trust income for custom investments by enabling trust income at both the holding and each dividend/distribution record.

Trust Income Missing for Custom Funds

Step-by-step guide to creating a Taxable Income Report in Navexa, mapping your investment income to ATO myTax fields.

Creating a Taxable Income Report

Why ETF July cash counts for the prior year. Learn how AMIT attribution works, what AMMA statements show, and which dates matter.

ETF Distributions in Australia: July Cash, Prior Year Tax

Enter final-year ETF tax components via Navexa’s pro-rata form in the Taxable Income Report to auto-apply values across all distributions.

Using the ETF Distributions Pro-Rata Tax Form

You do not need to enter RG97 'fees deducted'. They are in the unit price. Only record a cash fee or units cancelled to pay a fee.

Should I add 'Fees and costs deducted from your investment' (RG97) in Navexa?

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Tom Wilson

Taxable Income

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