Investment Income Tax Services

Investing in shares, property, or managed funds? Whether you’re a long-term investor, recently sold an asset, or simply need help understanding dividend income, our tax services ensure your Capital Gains and Franking Credits are accurately reported and legally optimised. At Trident Accounting, we provide complete support for all types of investment income reporting, including Capital Gains Schedules and Franking Credit Returns — tailored for individuals and businesses across Australia, including right here in Miranda and the Sutherland Shire, NSW.

Capital Gains Schedule (CGT)

A Capital Gains Schedule is required when you’ve made a profit (or loss) from selling an asset like:

  • Shares or ETFs
  • Cryptocurrency or digital assets
  • Rental or investment property
  • Business assets
  • Units in a trust or managed fund

The ATO requires detailed calculations of your cost base, acquisition/disposal dates, discount methods, and any CGT exemptions or rollover reliefs. Errors here are one of the most common triggers for tax audits — especially for crypto and property investors.

If you’re in NSW, capital gains from local real estate must also factor in stamp duty, legal fees, and property-specific adjustments. We handle it all for you.

Learn more: ATO – Capital Gains Tax

Franking Credit Return

If you receive dividends from Australian companies, they may come with franking credits — a type of tax offset that recognises tax already paid at the company level. If your marginal tax rate is lower than the franking credit amount, you may be eligible for a refund.

Many retirees, low-income earners, and self-funded super fund members benefit from claiming franking credits. But the rules can be complex — especially if you’ve received dividends from multiple sources or reinvested them via DRPs.

We’ll review your dividend statements and prepare the correct Franking Credit Return, ensuring you get every dollar you’re entitled to.

More info: ATO – Dividends and Franking Credits

Pricing

  • Capital Gains Schedule: From $50
  • Franking Credit Return: From $65

These can be added to your tax return or prepared as standalone reports for refunds or compliance.

See our pricing page for more detail.

Who We Help

  • Property investors selling real estate
  • Stock and crypto traders with gains or losses
  • Self-managed super funds (SMSFs)
  • Individuals with dividend income or share portfolios
  • Clients in Miranda, Cronulla, and greater Sutherland Shire

Whether you’ve sold a rental in Gymea or received dividends from BHP or CBA — we’ll handle the reporting, calculations, and compliance from start to finish.

Related Services

Need Help With Your Investment Tax?

Don’t risk under-reporting or missing out on valuable tax offsets. Trident Accounting provides fast, accurate and ATO-compliant tax support for all types of investment income. We’re based in Miranda and help clients across the Sutherland Shire and Australia-wide.

📧 Contact us now
📞 Or call (02) 9525 2354 to speak with our team