Investor Tax Returns Made Simple
Have shares, managed funds or crypto? Lodge your tax return online for $229, with your investment income and capital gains checked and reviewed by a certified tax agent.
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Only $229
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Agent reviewed
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Direct ATO pre fill
We pull available personal income and ATO details in automatically alongside your investment figures
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.
Your Portfolio
Investment Income and 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 a Sole Trader or Property Owner?
No extra fee. If more than one of these applies to you, it is all covered under the same $229.
Run a Business Too? (linked card)
See how Tax Falcon handles business income and deductions on our Sole Trader Tax Return page.
Own a Rental Property? (linked card)
See how Tax Falcon handles rental income and expenses on our Property Tax Return page.
âš This page's link to /sole-trader-tax-return confirms that path is the real, standalone Sole Trader page (matching the dedicated Sole Trader Tax Return page reviewed earlier in this session, and the same link found on that page). That's now three separate standalone $229 pages referencing each other: /sole-trader-tax-return, /investor-tax-return (this page), and /property-tax-return. That sits alongside two other, different URLs for what the Pricing page describes as a single combined “Sole Trader, Property, or Investor” plan: /sole-trader-property-or-investor-tax-return (the Pricing page's own link) and /sole-traders-advanced-tax-return (the Pricing page's JSON-LD). Worth deciding whether the $229 tier is meant to be three separate pages, one combined page, or both — and making all cross-references point at the same URL(s).
How It Works
Your Investor Tax Return in 3 Simple Steps
Step 01 — Get Started Online
Create your Tax Falcon account and start your tax return from your phone, tablet or computer.
Step 02 — Tell Us About Your Investments
Answer a few simple questions about your dividends, distributions, sales and other income.
Step 03 — Review and 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.
$229 (all-inclusive)
One Flat Fee
Simple or complicated, it's still $229, with no per-holding add-ons.
Deducted From Your Refund
Where eligible, our fee comes out once your refund lands, so there's nothing to pay upfront.
Tax Deductible
The cost of managing your tax affairs can generally be claimed the following year.
No Hidden Extras
Deduction checks, ATO pre-fill and agent review are all included in the $229.
Your Tax Summary (illustrative example)
PAYG income (if any)
ATO pre-fill
Dividends & distributions
$4,380
Net capital gain
$2,150
Estimated refund
$960
Button: Sign & Lodge Return
Illustrative example, your fee comes out of the refund shown above, not on top of it.
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?
Only $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?
A Tax Falcon Investor Tax Return costs $229, with no extra charges for deduction checks, ATO pre-fill or agent review.
What counts as investment income?
Dividends, distributions from managed funds, interest, and any capital gain or loss from selling shares, ETFs, crypto or other assets all count as investment income.
What is the CGT discount?
If you hold an investment for more than 12 months before selling, you may be entitled to a discount on the capital gain. We work out whether it applies to you.
Can I use a capital loss to reduce my tax?
A capital loss can generally be used to offset a capital gain in the same year, or carried forward to offset gains in future years. It cannot be used against other income.
How is crypto taxed?
Selling, swapping or spending crypto is generally treated as a capital gains event by the ATO. We help work out what applies based on your transaction history.
What if I also run a business or own a rental property?
No problem. Our $229 fee covers every applicable schedule, whatever combination of investment, business and property income applies to you.
What records do I need to keep?
The ATO generally requires records of purchases, sales and distributions to be kept for five years after you dispose of an asset. We'll guide you through what's needed.
When is the tax return deadline in Australia?
The Australian financial year runs from 1 July to 30 June. If you lodge your own tax return, the usual deadline is 31 October.
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. For just $229, it's easy to complete online, check your eligible deductions and have it reviewed by a certified tax agent.
Only $229 for an investor tax return.