Navexa Updates
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July 2026 Update: Tax Readiness, Smarter Imports & Navexa MCP
Tom Wilson
9 July 2026
Blog
Insights for Australian investors — portfolio tracking, tax strategies, and market commentary.
Videos
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ETF Tax Time In Australia: AMIT Statements, Cost Base Adjustments And CGT Explained
A plain-English guide to ETF tax reporting, AMIT statements, cost-base adjustments, CGT parcels and what Australian investors may need to track.
Navarre Trousselot
7 July 2026
Navexa UpdatesRead more →
Need More Portfolios? You Can Now Add Them To Your Navexa Plan
Add extra portfolios to eligible Navexa plans without changing subscription, useful if you need another entity, SMSF, trust, company or account.
Tom Wilson
30 June 2026
VideosRead more →
EOFY Tax Reporting in Navexa: Watch the 2025/26 Webinar
Watch Navexa’s EOFY 2025/26 tax webinar and learn how to review portfolio data, CGT reports, AMIT/AMMA details and accountant-ready tax reports.
Navarre Trousselot
19 June 2026
VideosRead more →
ETF Tax Traps: CGT, Cost Base Adjustments And Better Records
Navarre Trousselot joined Owen Rask to explain ETF tax traps, CGT, cost base adjustments and why better portfolio records matter.
Navarre Trousselot
12 June 2026
Navexa UpdatesRead more →
Navexa June Update: Finding Tools, Recording Sales And Navigating The New Platform
In this June update, we show where to find exports, record sales, check income and tax reports, and navigate common tools in Navexa.
Tom Wilson
11 June 2026
Navexa UpdatesRead more →
The New Navexa Platform Is Here
In April 2026, Navexa launched a redesigned platform built to make portfolio tracking faster, cleaner, and easier to manage. Here’s what changed.
Tom Wilson
4 June 2026
VideosRead more →
5 Tax Traps Australian Investors Should Check Before 30 June
Five common tax traps Australian investors should check before 30 June, including FIFO, capital losses, broker records and AMIT adjustments.
Navarre Trousselot
17 May 2026
TaxRead more →
How to Track Australia's New CGT Changes (And How Navexa Will Help)
The 2026-27 Federal Budget proposes replacing the 50% CGT discount with cost base indexation and a 30% minimum tax rate from 1 July 2027. For investors, the challenge is not just the tax impact.
Tom Wilson
15 May 2026
Navexa UpdatesRead more →
Navexa May Update: Getting Tax Ready, Faster Imports And What’s Coming Next
Navexa’s May update covers tax readiness, global platform improvements, AI importing, faster portfolios, mobile app progress and support updates.
Tom Wilson
12 May 2026
TaxRead more →
Investment Income Tax on Shares and ETFs in Australia
A short guide to investment income tax on Australian shares and ETFs, including dividends, franking credits, DRPs and distributions.
Navarre Trousselot
5 June 2024
TaxRead more →
Understanding Australian Investment Taxes for Shares
A short guide to the two main Australian tax areas share investors should understand: investment income and capital gains tax.
Navarre Trousselot
5 June 2024