About this episode

The episode discusses the tax implications of selling ETFs and strategies to minimize capital gains tax with guest Navarre Trousselot.

To kick off our FY27 tax-time series, Dave and Hayden are joined by Navarre Trousselot, founder of Navexa — an investment tracking and tax reporting platform (if you've heard of Sharesight, it plays in the same space). Because here's the thing: most of us agonise over what to buy, then put zero thought into how we sell — and selling is the part where you actually get your money back. As Navarre puts it, too many investors are "selling in the dark" and handing the ATO far more than they need to. In this episode we'll discuss: 💸 How the exact same sale can be a $30 loss or a $20 gain: why choosing which parcels you sell (not just what you sell) can save you thousands in capital gains tax 💸 The ETF tax trap most investors have never heard of: AMIT cost base adjustments, and why ten years of dollar cost averaging leaves you 120 parcels to adjust every single year (get it wrong and you've either overpaid tax or filed incorrectly — hello, audit risk) 💸 FIFO, LIFO, minimise gain, maximise gain and minimise CGT explained — including why everyone's a FIFO milk drinker, but nobody's a LIFO milk drinker 💸 When realising a bigger gain is the smart move: using a maximise gain strategy in…

People in this episode

Hosts: Hayden Smith, Dave Gow

Guest: Navarre Trousselot

Topics covered

• ETF tax implications
• capital gains tax
• investment strategies
• tax reporting
• investment tracking

Keywords

• ETF tax trap
• capital gains tax
• investment tracking
• Navexa
• tax reporting

Mentioned in this episode

Organizations: Navexa, ATO, NAB

Products: Sharesight, ChatGPT

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