Connect SelfWealth to Navexa

SelfWealth offers flat-fee brokerage that Australian investors love — but its built-in reporting doesn't give you the CGT control you need at tax time. SelfWealth's community features are great for discovery, but when it comes to tax optimisation, you need a dedicated tool.

Navexa imports your SelfWealth trades and gives you:

• Real-time CGT position — know what you owe before you sell, not after
• Manual parcel selection — choose exactly which SelfWealth 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 — SelfWealth holdings alongside any other broker or asset class

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

SelfWealth's flat $9.50 brokerage makes it easy to buy frequently — which means you often end up with multiple purchase parcels for the same stock. When you sell, choosing the right parcel can save you thousands in CGT.

Navexa's manual parcel selection lets you pick exactly which parcel to sell, rather than being limited to FIFO or LIFO. This is especially valuable if you've been accumulating positions over time and want to maximise the 50% CGT discount on parcels held longer than 12 months.