CGT Dashboard

Your capital gains at a glance

The CGT Dashboard in Tax > CGT gives you a complete view of your capital gains tax position across all your entities. No more end-of-year scrambling to work out what you owe.

What you'll see

Realised gains and losses

Every disposal you record is tracked by financial year. The dashboard shows your total gains, total losses, and the net capital gain after applying losses.

50% CGT discount

For assets held longer than 12 months, Finance Frank automatically applies the 50% CGT discount. You'll see both the gross and discounted gain for each disposal.

Unrealised positions

See what your current holdings would attract in CGT if you sold them today. This helps you plan the timing of disposals for tax efficiency.

Entity breakdown

If you manage multiple entities, the dashboard shows CGT positions for each one separately.

How to use it

1. Record asset disposals from the Wealth page by clicking on an asset and selecting Record Disposal
2. Navigate to Tax > CGT to see your dashboard
3. Use the financial year selector to review current and past years
4. Review unrealised positions to plan future disposals

Tips

• Consider timing asset sales across financial years to spread your CGT liability
• Capital losses can be carried forward indefinitely to offset future gains
• Check the Tax Position Dashboard to see how CGT affects your overall tax estimate
• Record all disposals promptly to keep your dashboard accurate