ETF Tax Traps: CGT, Cost Base Adjustments And Better Records

Navarre Trousselot
12 June 2026
Insights for Australian investors — portfolio tracking, tax strategies, and market commentary.
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

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

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

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

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’s May update covers tax readiness, global platform improvements, AI importing, faster portfolios, mobile app progress and support updates.

Tom Wilson
12 May 2026

A short guide to investment income tax on Australian shares and ETFs, including dividends, franking credits, DRPs and distributions.

Navarre Trousselot
5 June 2024

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

The LIFO strategy is a way of calculating capital gains. It is used when people are trying to minimize their capital gain.This is because, usually, the last shares you bought will have a price that...

Navarre Trousselot
5 June 2024

The Minimize Gain strategy is a way of calculating capital gains. It is used when people are trying to minimize their capital gain.The strategy is simple. When calculating the capital gain, you pro...

Navarre Trousselot
5 June 2024

The FIFO strategy is the most common way of calculating capital gains. It is often the default method used by accountants and people reporting their own taxes.The strategy is simple. When calculat...

Navarre Trousselot
5 June 2024

If you invest in stocks, understanding the tax implications is crucial for optimizing your returns. One of the most significant taxes you’ll encounter is the Capital Gains Tax (CGT). This tax is ap...

Navarre Trousselot
5 June 2024