Connect ANZ Share Investing to Navexa

ANZ Share Investing gives you access to ASX and international markets through a major bank — but its built-in reporting is limited to basic transaction summaries. When tax time comes, you need proper CGT calculations, not just a list of buys and sells.

Navexa imports your ANZ Share Investing trades and gives you:

• Real-time CGT position — know what you owe before you sell, not after
• Manual parcel selection — choose exactly which shares to sell to minimise your CGT bill
• ATO MyTax autofill — your capital gains and income, pre-formatted for your tax return
• International holdings support — currency gains tracked automatically for overseas shares
• Full portfolio view — ANZ holdings alongside any other broker or asset class

Import your ANZ Share Investing trades by uploading a CSV export or forwarding your contract note emails to Navexa. Once imported, Navexa calculates your CGT position in real time.

At tax time, Navexa generates:

• A capital gains report broken down by parcel and asset
• An income report covering dividends and DRP
• An ATO MyTax-ready summary you can copy directly into your tax return

If you hold international shares through ANZ, Navexa handles the currency conversion automatically — no manual AUD calculations required.

ANZ Share Investing customers who have held positions long-term often have multiple purchase parcels from years of regular investing and dividend reinvestment. Choosing the right parcel to sell can save thousands in CGT — especially when some parcels qualify for the 50% discount and others don't.

Navexa's manual parcel selection gives you full control over which parcels to sell, rather than being locked into a default method. This level of CGT optimisation isn't available through ANZ's own platform.