Capital Gains – Cost Checklist

Capital Gains on PROPERTY

Did you sell property during the year?………………………………………Yes/No

Address of property sold
Date the PURCHASE contract was signed  ………/………/………
Purchase cost of the Investment Property $
Purchase costs involved: $
–  Legal fees $
–  Stamp duty $
–  Buyers agent costs $
–  Building & pest inspections $
–  Other $
Date of SALE CONTRACT ………/………/………
Sale Price $
Costs involved with sale: $
–  Legal fees $
–  Real estate agent costs $
–  Other $
Other relevant information

Capital Gains on SHARES

Did you sell any shares during the year?……………………………………..Yes/No

Name of shares sold:
Date of ORIGINAL PURCHASE of Shares ………/………/………
Number of shares acquired
Purchase cost of the shares $
Purchase costs involved: $
–  Brokerage Fees $
–  Other $
Date of SALE of the Shares ………/………/………
Number of shares sold
Sale price $
Sale costs involved: $
–  Brokerage Fees $
–  Other $
Other relevant information
  • Capital Gains are calculated using the CONTRACT date and not the Settlement date.
  • Please provide one schedule for each property sold or each company’s shares sold.

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If you have any problems or concerns, or just need some sound CGT advice, ring either Noel or Amanda on (03) 9585 7555 oremail us.