Investor Tax Return
Investor Tax Returns Made Simple.
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Have shares, managed funds or crypto? Lodge your tax return online from $229, with your investment income and capital gains checked and reviewed by a certified tax agent. Add Property for +$90.
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From $229
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Agent Reviewed
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Direct ATO Pre-Fill
[Button] Start My Investor Return (new tab, rel="noopener")
We pull available personal income and ATO details in automatically alongside your investment figures
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Shares, ETFs and crypto, from $229.
Dividends, distributions, franking credits, crypto and capital gains in one return, with the 50% CGT discount applied where you’re eligible. A registered tax agent reviews it before lodgement. Own a rental too? Add Property for +$90.
Franking credits
50% CGT discount
Crypto included
Getting Started
Do You Need to Lodge an Investor Tax Return?
If you hold shares, managed funds, ETFs or crypto, any dividends, distributions or capital gains need to be reported in your tax return. Even if you did not sell anything during the year, distributions and dividends still count as income.
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Your Portfolio
Investment Income & Deductions.
Whether you hold shares, managed funds, ETFs or crypto, your investment income needs to be included in your tax return, and you may have costs along the way that could be deductible.
Dividends & Distributions
Income paid out from shares and managed investments.
Capital Gains & Losses
Any gain or loss from selling shares, ETFs or crypto.
Managed Funds
Annual tax statements from managed funds and ETFs.
Crypto & Digital Assets
Buying, selling or swapping crypto and digital assets.
Investment Fees
Other eligible investment related costs may apply.
Not sure what counts as investment income? We make it easier to identify what needs to be reported.
Capital Gains Tax
What About Capital Gains Tax?
The CGT Discount
If you have held an investment for more than 12 months before selling, you may be entitled to a discount on the capital gain. Tax Falcon works out what applies to your situation.
Capital Losses
If you sold an investment at a loss, that loss can generally be used to offset capital gains in the same year or carried forward to future years. We make sure it is recorded correctly.
Cover Everything
Also Own a Rental Property?
Your investor return is $229. Add Property for +$90.
Run a Business Too?
See how Tax Falcon handles business income and deductions.
[Link] Sole Trader Tax Return
Own a Rental Property?
See how Tax Falcon handles rental income and expenses.
[Link] Property Tax Return
How It Works
Your Investor Tax Return in 3 Simple Steps.
01
Get Started Online
Create your Tax Falcon account and start your tax return from your phone, tablet or computer.
02
Tell Us About Your Investments
Answer a few simple questions about your dividends, distributions, sales and other income.
03
Review & Lodge
Your return is reviewed by a certified tax agent before it’s lodged with the ATO.
Transparent Pricing
How Much Does It Cost?
One flat fee, no surprises. Here’s exactly what you’re paying for.
A$229 +$90 Property
Simple Pricing
Your investor return is $229. Add Property for +$90.
Tax Deductible
The cost of managing your tax affairs can generally be claimed the following year.
Your Tax Summary
PAYG income (if any)
ATO pre-fill
Dividends & distributions
$4,380
Net capital gain
$2,150
Estimated refund
$960
Sign & Lodge Return
This is an example only. Your actual refund or tax payable depends on your income, deductions and personal circumstances.
Why Tax Falcon
Why Choose Tax Falcon?
From $229
One transparent, flat fee for an investor tax return.
Direct ATO Pre-Fill
We connect with the ATO to pull your available personal information in automatically.
Certified Tax Agent Review
Every tax return is checked by a certified tax agent before it’s lodged.
Easy Online Process
Complete your tax return anywhere, anytime, from your phone, tablet or computer.
Help With Eligible Deductions
We help you identify the deductions that may apply to your situation.
Maximum Refund Guarantee
We help you claim every eligible deduction so you never miss a dollar.
Before You Start
What Do I Need to Get Started?
Getting your investor tax return sorted is easier than you might think. Here’s everything worth having on hand before you begin.
Tax File Number
Used to identify your tax record.
Bank Details
For any refund to be paid.
Dividend Statements
Statements for any shares you hold.
Buy and Sell Records
Contract notes for anything bought or sold.
Managed Fund Statements
Annual tax statements from your funds.
Crypto Transaction History
Records of any crypto trades or swaps.
Questions
Investor Tax Return FAQs.
How much does an investor tax return cost?
An investor tax return with Tax Falcon starts from $229, a flat fee. It covers shares, managed funds, ETFs, dividends, capital gains and crypto, with ATO pre-fill and a registered tax agent review. Adding a rental property is +$90. See Pricing.
What counts as investment income?
Investment income includes dividends, managed fund and ETF distributions, bank interest, capital gains from selling shares or crypto, and rent. All of it must be reported, even if you didn’t sell anything. Interest and dividends are usually pre-filled from the ATO.
What is the CGT discount?
If you owned an investment for more than 12 months before selling, individuals generally get a 50% discount on the capital gain. For example, a $10,000 gain would be taxed on $5,000. If you held it for 12 months or less, the full gain is taxed. See Capital gains tax.
Can I use a capital loss to reduce my tax?
Capital losses can only offset capital gains, not your wages or other income. If you have no gains this year, the loss is carried forward to future years with no time limit. Keep a record of each loss so you can use it later.
How is crypto taxed in Australia?
Crypto is a capital gains tax (CGT) asset. Selling it, swapping it for another coin or spending it is a CGT event, and you report the gain or loss. If you held it for more than 12 months, the 50% discount generally applies. See Crypto tax guide.
What are franking credits?
Franking credits show tax a company has already paid on its profit. They are added to your dividend income and then offset against your tax bill. If they’re more than the tax you owe, the extra can be refunded to you.
How are ETF and managed fund distributions taxed?
Distributions are taxed in the year you receive them, even if you reinvest them. Your fund sends an annual tax statement showing the income, any capital gain and any franking credits. These statements often arrive after 30 June, so wait for yours before lodging. See ETF tax guide.
What investment expenses can I claim?
You can generally claim interest on money borrowed to invest, ongoing investment advice fees and account fees directly linked to earning investment income. Brokerage when you buy or sell isn’t a deduction. It’s added to your cost base and reduces your capital gain instead.
What records do I need to keep?
Keep your buy and sell dates, purchase price, sale price, brokerage and annual tax statements. For capital gains, keep these for 5 years after you sell the asset. For crypto, also keep each transaction, including swaps.
When is the tax return deadline for investors?
The usual deadline is 31 October. In 2026 it fell on a Saturday, so Monday 2 November counted as on time. If you’ve missed it, lodge as soon as you can, because late penalties grow the longer you wait. See Tax deadlines and Overdue tax returns.
Ready to Get Your Investor Tax Return Sorted?
Shares, managed funds or crypto, whatever your portfolio looks like, Tax Falcon brings it together in one detailed tax return. From $229, it’s easy to complete online, check your eligible deductions and have it reviewed by a certified tax agent.
[Button] Start My Investor Tax Return (new tab, rel="noopener")
From $229 for an investor tax return.