Blog
Insights for Australian investors — portfolio tracking, tax strategies, and market commentary.
5 Tax Traps Australian Investors Should Check Before 30 June
Five common tax traps Australian investors should check before 30 June, including FIFO, capital losses, broker records and AMIT adjustments.
Navarre Trousselot
17 May 2026
How to Track Australia's New CGT Changes (And How Navexa Will Help)
The 2026-27 Federal Budget proposes replacing the 50% CGT discount with cost base indexation and a 30% minimum tax rate from 1 July 2027. For investors, the challenge is not just the tax impact.
Tom Wilson
15 May 2026
Navexa May Update: Getting Tax Ready, Faster Imports And What’s Coming Next
Navexa’s May update covers tax readiness, global platform improvements, AI importing, faster portfolios, mobile app progress and support updates.
Tom Wilson
12 May 2026
Investment Income Tax on Shares and ETFs in Australia
A short guide to investment income tax on Australian shares and ETFs, including dividends, franking credits, DRPs and distributions.
Navarre Trousselot
5 June 2024
Understanding Australian Investment Taxes for Shares
A short guide to the two main Australian tax areas share investors should understand: investment income and capital gains tax.
Navarre Trousselot
5 June 2024
The Last In First Out Strategy (LIFO)
The LIFO strategy is a way of calculating capital gains. It is used when people are trying to minimize their capital gain.This is because, usually, the last shares you bought will have a price that...
Navarre Trousselot
5 June 2024
The Minimize Gain Tax Strategy
The Minimize Gain strategy is a way of calculating capital gains. It is used when people are trying to minimize their capital gain.The strategy is simple. When calculating the capital gain, you pro...
Navarre Trousselot
5 June 2024
The First In First Out Strategy (FIFO)
The FIFO strategy is the most common way of calculating capital gains. It is often the default method used by accountants and people reporting their own taxes.The strategy is simple. When calculat...
Navarre Trousselot
5 June 2024
Explained: Capital Gains Tax (CGT) on Stocks in Australia
If you invest in stocks, understanding the tax implications is crucial for optimizing your returns. One of the most significant taxes you’ll encounter is the Capital Gains Tax (CGT). This tax is ap...
Navarre Trousselot
5 June 2024
The Maximize Gain Tax Strategy
The Maximize Gain strategy is a method of calculating capital gains. It is used when investors are trying to maximize their capital gain.The strategy is simple. When calculating the capital gain...
Navarre Trousselot
5 June 2024
Navexa 3.0: A New Breed Of Portfolio Tracker
In October 2023, we unveiled a major new update to the Navexa Portfolio Tracker. Here’s an explainer on the key changes. Navexa started life as a basic portfolio tracking tool. Today, it’s develop...
Thom Benny
30 October 2023