FIFO/LIFO CGT calculator, franking credit analysis, and real-time tax impact scoring. Everything you need to optimise your clients' Australian portfolios.
Clients
3
Total AUM
$156,892
Cost Base
$112,450
Unrealised P&L
+$44,442
Commonwealth Bank
Financials
CSL Limited
Healthcare
Fortescue Metals
Mining
Every feature designed around Australian tax law. FIFO/LIFO parcel matching, 50% CGT discount, franking credit imputation — all automated.
FIFO & LIFO parcel matching with automatic 50% discount detection for holdings over 12 months. Model sell scenarios before executing.
30% corporate tax gross-up calculated automatically for every holding. See the real after-tax return with imputation credits factored in.
Every holding rated HIGH/MODERATE/LOSS/NEUTRAL based on unrealised gains. Instantly see which positions have the biggest tax consequences.
Manage unlimited clients with individual marginal tax rates (0-45% + 15% super). Each client gets separate portfolios and tax calculations.
Track ASX holdings with real P&L, dividend yields, sector allocation. Supporting individual portfolios and SMSFs.
Role-based access control, encrypted credentials, and secure authentication. Your clients' financial data stays protected.
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Overview of all client portfolios and tax positions
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Market Value
Cost Base
Unrealised P&L
Estimated CGT
After-Tax Value
Annual Dividends
Franking Credits
Est. CGT:
| Ticker | Company | Units | Avg Cost | Price | Value | P&L | Yield | Franking | |
|---|---|---|---|---|---|---|---|---|---|
Model the tax impact of selling holdings with FIFO/LIFO parcel matching and 50% CGT discount
Sale Proceeds
Cost Base
Gross Capital Gain
50% CGT Discount
Net Capital Gain
Estimated Tax
After-Tax Proceeds
Annual Dividend
Franking Credit
Grossed-Up Dividend
| Buy Date | Units | Buy Price | Cost Base | Proceeds | Gain | Days Held | 50% Discount | Net Gain |
|---|---|---|---|---|---|---|---|---|
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