Capital Gains Tax Accountant Perth

Registered tax agents who calculate your capital gains tax, cut it where the law allows, and help you sell at the right time.

Capital Gains Tax Advice In Perth

Selling an asset should feel like a reward for years of patience. Too often, the tax bill turns that relief into a sleepless fortnight. Capital gains tax has applied in Australia since 1985, it is a separate tax from your income tax, and the rules and tax laws around capital gains tax CGT are genuinely complex. We are CGT accountants in Perth, and our job is simple: make sure a profitable sale does not cost you thousands more than it should.

Whether you are selling real property, rental properties, shares, or other investments, we work out the real tax implications, apply every concession you qualify for, and report it correctly on your income tax return. We check when your assets were acquired, confirm your ownership period and tax residency, and lodge cleanly with the Australian Taxation Office. As a registered tax agent, the CGT advice we give is only legal coming from a tax professional, backed by proper records and careful financial management.

What Our CGT Accountants Do

Here is how we help you keep more of your profit.

01

Calculating Your CGT Liability

CGT applies when an asset sells for more than its cost base, so we get that base right, including the original price, eligible acquisition costs, and improvements. Once a property sold settles, accurate records are everything. Assets acquired before 20 September 1985 are generally exempt from CGT altogether.

02

Reducing Capital Gains Tax Legally

Seeking advice pays off. We apply the 50% CGT discount on assets held over 12 months, offset capital gains with available capital losses, and check your eligibility for the main residence exemption, small business CGT concessions, and the active asset rules that help small businesses. Certain assets are exempt outright, and capital gains tax exemptions can significantly reduce the CGT amount you owe.

03

Timing And Structuring Your Sale

We advise on tax-effective timing, plan around your financial year and income, and weigh ownership structures. We also flag the quirks, from personal use assets to a CGT event triggered by transfers between family members, and any negative gearing history on a rental.

When Capital Gains Tax Gets Personal

Not every sale is about profit. Some of the hardest cases involve an inherited family home after losing a parent, where grief and paperwork arrive together. The rules here are kinder than most people expect. An inherited main residence can often be sold within two years free of CGT, and the cost base is usually reset to its market value at the date of death rather than what your parents paid decades ago. Knowing that early spares families a needless bill at an already hard time, the detail an online calculator never surfaces.

Case Study: A Maylands Investment Sale

A client recently planned to sell a Maylands unit owned for three years, bracing for a hefty tax liability. We confirmed it qualified for the 50% CGT discount, offset the gain with capital losses carried forward from an earlier share sale, and rebuilt the cost base with forgotten renovation and legal fees.

The result was a CGT bill roughly 60% lower than they had feared. They walked out relieved, with a clear plan for their next sale and the CGT issues ahead.

Frequently Asked Questions

CGT throws up the same questions every time someone sells, so here are clear answers. Anything else, just ask.

What Is The CGT Discount?

Hold a capital asset for more than 12 months and you generally qualify for a 50% CGT discount as an individual, so only half the gain is taxed at your rate and you pay tax on less. Companies do not get the discount and can pay up to 30%.

Usually not. Your main residence, or primary residence, is generally exempt under the main residence exemption. Special rules apply if you have rented it out, and we help you work out where you stand on your tax return.

Yes. Capital losses, including those carried forward from earlier years, can offset capital gains and cut your tax. Keeping proper records of every loss is essential, and it is one of the simplest ways property investors lower their bill.

If you are selling property, shares, or a business, professional advice usually saves far more than it costs. Only a registered tax agent can legally provide paid CGT advice, and a single well-planned sale can more than cover our fee.

Trustees are legally responsible for compliance with superannuation and tax laws, keeping fund and personal assets separate, meeting reporting obligations, and completing the annual audit. It is real work, but with our professional team carrying the technical load, your duties become far more manageable.

Ready To Get Expert CGT Advice?

A capital gains tax bill is rarely as fixed as it first looks, and watching one shrink is one of the better parts of our job. With the right concessions, a clean cost base, and good timing, the difference can be substantial. That is what our CGT accountants deliver for property investors, shareholders, and business owners across Perth, from Cottesloe sellers to first-time share traders.

Whether you have sold, are about to, or are planning ahead, talk to us before you lodge. Book a consultation today, tell us about the asset, and we will help you make informed decisions, keep capital gains tax to the legal minimum, and protect the wealth you are building for retirement and investing.

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