Connect Westpac Online Investing to Navexa

Westpac Online Investing gives you the security of a major bank — but its reporting is focused on transaction history, not tax optimisation. When EOFY arrives, you need more than a list of buys and sells to work out your CGT position.

Navexa imports your Westpac Online Investing trades and gives you:

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

Import your Westpac Online Investing 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

Whether you've been with Westpac for decades or just started, Navexa imports your full history — no manual data entry required.

Long-term Westpac investors often have extensive portfolios with multiple purchase parcels accumulated over many years — through regular investing, DRP, and corporate actions. When it's time to sell, the parcel you choose can save you thousands in CGT.

Navexa's manual parcel selection lets you choose exactly which parcel to sell, rather than being locked into FIFO or LIFO. For Westpac investors with decades of history, this is the difference between paying more CGT than necessary and optimising every sell.