CGT 50% Discount Calculator

See exactly how much tax the 12-month CGT discount saves you on a capital gain.

Tax Saving from 50% Discount
$0
Tax Without Discount
$0
Tax With Discount
$0
Taxable Gain
$0
Effective CGT Rate
0%
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Understanding the 50% CGT Discount

The 50% CGT discount is one of the most valuable concessions in the Australian tax system. By simply holding an asset — shares, property, managed funds, or cryptocurrency — for more than 12 months, you halve the amount of capital gain that is added to your taxable income.

How the Discount Works

Without the discount, a $100,000 capital gain is added in full to your other income and taxed at your marginal rate. If you're in the 37% tax bracket, that's $37,000 in CGT. With the discount, only $50,000 is added to your income — cutting your CGT to $18,500. The saving is $18,500 purely from waiting 12 months.

The Mechanics: Marginal Rate Stacking

Capital gains are always stacked on top of your ordinary income. This means the gain is taxed at the highest marginal rate that applies to that slice of your income. The calculator uses the marginal rate difference method — comparing your total tax with and without the gain — which gives the most accurate result.

Eligibility Rules

  • You must be an Australian resident individual or eligible trust
  • The asset must have been held for more than 12 months (calculated from the day after acquisition to the day of disposal)
  • The gain must not be from assets exempted from the discount (e.g. some financial arrangements)
  • Companies are not eligible — they use cost indexation rules instead

Effective CGT Rate

The effective CGT rate shown is the CGT payable divided by the total (pre-discount) capital gain. This gives you a real-world measure of what percentage of your gain you're actually paying in tax, making it easy to compare scenarios.

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Frequently Asked Questions

What is the 50% CGT discount in Australia?
The 50% CGT discount allows individuals (and most trusts) to reduce a capital gain by 50% if the asset was held for more than 12 months before disposal. Only the remaining 50% is included in assessable income and taxed at the marginal rate.
Who is eligible for the 50% CGT discount?
Australian resident individuals, trusts (with some rules), and complying SMSFs (one-third discount) are eligible. Companies are not eligible for the CGT discount. Non-residents are generally not eligible for the discount on gains made after 8 May 2012.
Does the 12-month holding period reset if I buy more shares in the same company?
Each parcel of shares has its own acquisition date. If you buy additional shares in the same company, each parcel must independently meet the 12-month holding period. The ATO uses specific identification or FIFO methods to match which parcel you sold.
Is the discount applied before or after capital loss offsets?
Capital losses are applied first to reduce capital gains, and then the 50% discount is applied to the remaining net gain. This is the most beneficial order for taxpayers.
Does the 50% discount apply to property as well as shares?
Yes. The 50% CGT discount applies to most CGT assets held by Australian residents for more than 12 months, including investment property, shares, managed funds, and crypto. The main exceptions are assets acquired before 20 September 1985 (pre-CGT) and collectables below the threshold.
Disclaimer: This calculator provides general estimates only and does not account for capital loss offsets, SMSF tax rates, or complex trust distributions. This is not financial or tax advice. Always consult a registered tax agent for personalised advice.
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