The taxtallee Blog
Insights on portfolio tracking, tax optimization, and smart investing for Australians.
Is the FIRE Dream Dead? How the 2026 Budget Changes the Financial independence Strategy — and What to Do Instead
May 19, 2026 by Taxtallee
The 2026 budget's 30% minimum CGT tax directly targets the low-income drawdown strategy that powers FIRE. See real numbers on the impact and the alternatives that still work.
The End of the 50% CGT Discount: What the New Budget Means for Investors
May 12, 2026 by Taxtallee
The government is replacing the 50% CGT discount with an inflation-based indexation method from July 1st 2027. See real examples of how this could double your tax or create hidden losses.
A 2025 Guide to The ATO's Capital Gains Tax for Stocks
August 6, 2025 by Lee at Taxtallee
A detailed guide for Australian investors on Capital Gains Tax for shares, ETFs, and foreign stocks, with references to the latest ATO documents.
A 2025 Guide to ATO Dividends and Distributions
August 6, 2025 by Lee at Taxtallee
A guide to understanding and reporting income from Australian dividends, foreign dividends, and managed fund distributions for the 2025 tax year.
Maximise Loss, Maximise Gain, Minimise CGT: Smarter Tax Strategies Beyond FIFO and LIFO
July 30, 2025 by Lee at Taxtallee
taxtallee offers more powerful and flexible methods that align with your financial goals: Maximise Loss, Maximise Gain, and Minimise Capital Gains Tax (CGT).
A Strategic Guide to ATO's Capital Gains Tax & how you can lower your taxes
July 30, 2025 by Lee at Taxtallee
Discover how strategic capital gains allocation can significantly reduce your tax bill and why standard methods might be costing you money.
A Smart Investor's Guide to Tax on Dividends and ETF Payouts in Australia
July 14, 2025 by Lee at Taxtallee
Learn how dividends and ETF distributions are taxed in Australia and how franking credits can work in your favor.
Smarter Tax Selling: How the LIFO Method Can Reduce Your Capital Gains
July 14, 2025 by Lee at Taxtallee
Discover the Last-In, First-Out (LIFO) method, a powerful strategy for potentially minimizing your capital gains tax in a rising market.
FIFO Explained: The Simple, Default Method for Calculating Your Capital Gains
July 14, 2025 by Lee at Taxtallee
Understand the 'First-In, First-Out' (FIFO) method, the most common and straightforward way to calculate capital gains on your investments.
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