Connect CommSec to Navexa

CommSec is Australia's most popular online broker — but its built-in reporting has limits. While CommSec provides a basic tax statement, it doesn't give you the control serious investors need.

Navexa connects directly to your CommSec account and gives you:

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

Once you link your CommSec account to Navexa, your full trade history imports automatically. Navexa calculates your CGT position in real time using the same rules as the ATO.

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

Navexa's manual parcel selection feature is particularly valuable for CommSec investors with multiple purchase tranches. Instead of being locked into FIFO or LIFO, you can choose exactly which parcel of shares to sell — potentially saving thousands in CGT by maximising the 50% discount on long-held parcels.

This level of control isn't available in CommSec's own tools or most other portfolio trackers.