Navexa Facebook ad: “Exactly what I needed to file my return correctly.”

About this ad

Meta Ad Library ID

1453166312662363

Platforms

Facebook, Instagram, Audience Network, Messenger and Threads

Relaunches

0

Niche

Finance & Trading

How we count

Ad text

Sold any investments earlier this year? Get ready to overpay the ATO. You see... Most accountants use First-In-First-Out (FIFO) to calculate your CGT. This means your sell trades are paired with the first buy trades in the asset. (Hence, First-In-First-Out) Your end capital gain is usually miles higher than if you pair your sell trade with a more recent buy trade. If you make this tiny change across ALL your sell trades, you can potentially save thousands just this year. And yes, this is completely legal - the accountants of the top investors do this. But many regular accounts don't. They either aren't well versed in investment tax or it's simply easier for them to stick with FIFO. Now if you want to try this... You can do this manually in a spreadsheet with your accountant. Or you can do it in just minutes with Australia's highest-rated investment tracking and tax reporting platform, Navexa. We track and report taxes on over $2 BILLION in assets and are used by investors, accountants, wealth managers, family offices and financial advisors all over Australia. If you're interested in potentially paying less CGT in 2025, you can try Navexa with a 14-day FREE trial by clicking below:

Where the ad sends people

navexa.com

"Exactly what I needed to file my return correctly."

Advanced investment tracking and tax reporting tool. Track your investments. Optimise your taxes. Generate ATO-ready tax reports in minutes.