Tax & ATO Reporting
Prepare your investment records for tax time, check capital gains and income data, and generate ATO-aligned reports from your Navexa portfolio.
28 articles
Using the ETF Distributions Pro-Rata Tax Form
Understanding “Trust” vs “Non-Trust” Income in Navexa
How to Report Consolidated Annual Statements (Stockspot, Raiz, InvestSMART PMAs) in Navexa
AMIT Cost-Base Adjustments in Navexa (Plain-English Guide)
Trust Income Missing for Custom Funds
ETF Distributions in Australia: July Cash, Prior Year Tax
Why Does My ETF Already Show CGT in Its Statement if Navexa Tracks Capital Gains Too?
Should I add 'Fees and costs deducted from your investment' (RG97) in Navexa?
How to Handle Stapled Securities in Navexa (Manual Workflow)
How to Record LIC Capital Gain Dividends in Navexa