Connect CMC Invest to Navexa

CMC Invest offers competitive brokerage on ASX shares and ETFs — but its reporting tools focus on trading activity, not tax optimisation. When EOFY approaches, you need more than trade confirmations.

Navexa imports your CMC Invest trades and gives you:

• Real-time CGT position — know what you owe before you sell, not after
• Manual parcel selection — choose exactly which CMC Invest shares to sell to minimise your CGT bill
• ATO MyTax autofill — your capital gains and income, pre-formatted for your tax return
• Dividend and DRP tracking — every distribution captured and reported accurately
• Full portfolio view — CMC Invest holdings alongside any other broker or asset class

Import your CMC Invest trades by forwarding your contract note emails to Navexa or uploading a CSV export. Once imported, Navexa calculates your CGT position in real time using ATO-compliant methods.

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

Most CMC Invest users set up in under 10 minutes. Your full trade history imports from day one — no manual data entry required.

CMC Invest's competitive brokerage makes it easy to build positions over time — resulting in multiple purchase parcels for the same stock or ETF. When you sell, choosing the right parcel can mean the difference between paying full CGT and qualifying for the 50% discount.

Navexa's manual parcel selection lets you choose exactly which parcel to sell, giving you precise control over your CGT bill. This is particularly valuable if you've been accumulating positions in CMC Invest over several years.