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Property sold CGT
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How to use this spreadsheet
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Fill in grey cells
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Add or remove rows where applicable
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"costs of ownership" only applies if you ever lived in the property
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We will perform the calculations and CGT discount if applicable
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Along with spreadsheet, provide the following documents
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Sale contract
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Sale settlement statement
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Agent comission invoice
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Legal & Solicitor invoices
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Stamp duty invoice
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Purchase documents; As above. However, we may already have this on file. Contact us.
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Name:
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Property;
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Year:
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Property:
To be completed
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PROPERTY DETAILS
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PurchaseRental Period
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Price $ - Start Date
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Contract DateFinish Date
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Settlement Date
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SalePer Settlement Dates
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Price $ - Rental Property0days
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Contract DateMain Residence0days
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Settlement DateOwnership Period0days
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COST BASE BREAKDOWN
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Incidental Costs - Purchase
Costs of Ownership (during period of main residence)
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Stamp DutyInterest
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Legal FeesBank Fees
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 $ - Strata Levies
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Council Rates
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Incidental Costs - SaleLand Tax
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Legal FeesWater Rates/Sewer Pumpout
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Commission $ -
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Stamp Duty
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AdvertisingImprovements
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 $ - Renovations $ -
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 $ -
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