Investment & CGT
2026–27 Australian Tax Rules

Australian Capital Gains Tax (CGT) Calculator 2026–27

Calculate gross capital gains, cost base additions, 50% CGT discount eligibility, and estimated additional tax payable under 2026–27 Australian tax rules.

Capital Gains Tax Calculator Australia 2026-27
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Selling an asset for $740,000 with an adjusted cost base of $555,000 generates a gross capital gain of $185,000. Applying the 50.0% CGT discount reduces the eligible capital gain by $92,500, leaving a net capital gain of $92,500 added to taxable income, resulting in an estimated additional tax impact of $35,325.

CGT INPUTS
2026–27 Australian Tax Rules
$
$
$
Eligible cost-base amounts may depend on the asset and taxpayer circumstances. Do not include an expense twice if it has already been claimed as a tax deduction.
$
Estimated taxable income before adding net capital gain
ESTIMATED ADDITIONAL INCOME TAX IMPACT2026–27 Tax Model
Estimated Additional Income Tax$35,325
Net Capital Gain Added to Taxable Income:$92,500
Gross Capital Gain / Profit:$185,000
Total Adjusted Cost Base:$555,000
Eligible CGT Discount Reduction:-92,500 (50.0%)
Marginal Tax Position on Gain:Top marginal rate including Medicare levy: 47%
Simple & Precise

How Our Capital Gains Tax Calculator Works

01

Asset Prices

Enter initial purchase price and gross sale price.

02

Cost Base

Add eligible incidental, legal, and disposal costs.

03

Holding Duration

Enter holding duration in months (assets held for at least 12 months may qualify for the CGT discount where relevant eligibility requirements are met).

04

Other Income

Input other taxable income to determine incremental marginal bracket impact.

05

View Net CGT

Review net capital gain and estimated additional tax impact.

2026–27 Capital Gains Tax Assumptions & Calculation Rules

Australia generally does not have a separate CGT tax rate. A net capital gain is included in taxable income and taxed according to the applicable progressive rules for the taxpayer. Calculations are based on relevant provisions of the Income Tax Assessment Act 1997 (Part 3-1 and Part 3-3) and official Australian tax guidance for the 2026–27 income year.

The Five Statutory Cost-Base Elements

Under Australian tax law, the CGT cost base of an asset can include five broad elements:

  1. Acquisition cost: Money paid or property given to acquire the asset (purchase price).
  2. Incidental costs: Certain incidental acquisition and disposal costs such as stamp duty, legal/conveyancing fees, valuation fees, search fees, advertising, and selling agent commissions.
  3. Costs of owning the asset: Eligible ownership expenses (such as rates, land taxes, and interest) only where the asset was acquired after 20 August 1991 and these costs have not already been claimed, or cannot be claimed, as an income tax deduction.
  4. Capital expenditure to enhance value: Capital expenses incurred for the purpose of increasing or preserving the asset’s value (e.g. substantial renovations or capital improvements).
  5. Capital expenditure to establish or defend title: Costs incurred to preserve or defend ownership rights or legal title to the asset.

Note: This simplified calculator uses a single cost-base additions field and does not model every cost-base scenario. Eligibility and treatment depend on the asset and taxpayer circumstances. Routine repairs or maintenance claimed as deductions cannot form part of the cost base.

  • 50% CGT discount for eligible individuals & trusts held ≥ 12 months
  • Eligible cost-base additions (stamp duty, legal & selling fees)
  • Prior capital losses offset against gross gains before discount
  • Estimated tax includes 2026–27 resident marginal rates (15% to 45%) & 2% Medicare

Estimated additional tax impact includes the estimated income tax attributable to the additional net capital gain and the standard Medicare levy assumption (2.0%) where applicable. Special Medicare levy circumstances (such as low-income reductions, full exemptions, or the Medicare Levy Surcharge) and future tax regimes starting after the 2026–27 income year are outside this calculator.

Accuracy & General Educational DisclaimerLast updated: August 2026

Calculator results are estimates based on the information entered and the assumptions described. They are provided for general educational and informational purposes and do not constitute personal tax, financial, or legal advice. Actual tax outcomes can vary depending on individual circumstances, asset type, ownership structure, exemptions, losses, residency status, and applicable legislation. Special circumstances may require advice from a registered tax professional or financial adviser. Calcivo is an independent calculation tool and is not affiliated with or endorsed by the Australian Taxation Office.

CGT Discount Treatment by Entity Type

Ownership StructureCGT Discount (≥12 Months)Net Gain on $100k Gross GainTax Treatment
Individual50.0% Discount (if eligible)$50,000.002026–27 resident marginal income tax rates (15% to 45% + 2% Medicare)
Trust50.0% Discount (if eligible)$50,000.00Eligible trust capital gains may receive the CGT discount; beneficiary-level treatment can depend on the trust and distribution circumstances.
SMSF / Complying Super Fund33.33% Discount (if eligible)$66,666.67An eligible discounted gain taxed at a 15% superannuation tax rate can produce an effective 10% rate on that discounted amount (accumulation phase illustration).
Pty Ltd Company0% (No Discount)$100,000.00Companies do not receive the general CGT discount; gain is taxed at applicable corporate rate (25% base rate or 30% standard).
WHAT THIS CALCULATOR INCLUDES
  • 2026–27 Australian resident marginal tax rates (15%, 30%, 37%, 45%) plus 2% Medicare
  • 50% CGT discount logic for eligible individuals and trusts held ≥ 12 months
  • 33.33% CGT discount for complying super funds (SMSFs) in accumulation phase
  • Prior and carried-forward capital loss offsets subtracted BEFORE CGT discount
  • Simplified incidental cost-base additions (stamp duty, legal, agent fees)
  • Incremental additional tax estimation across progressive income tax brackets
WHAT THIS CALCULATOR DOES NOT INCLUDE
  • Complex main-residence exemptions, partial exemptions, and 6-year temporary absence calculations
  • Small business CGT concessions (15-year exemption, 50% active asset reduction, retirement exemption, rollover)
  • Foreign and temporary resident CGT discount restrictions (post-8 May 2012 rules)
  • SMSF pension-phase exempt current pension income (ECPI) rules
  • Complex trust distributions, discretionary streaming, or non-resident beneficiary withholding
  • Indexation method (available only for assets acquired before 21 September 1999)
  • Special CGT events outside simplified asset disposals (CGT Event A1)

Australian CGT & Investment Guides

Educational guides explaining Australian capital gains tax principles, entity structures, and cost base calculation methods.

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