capital-gains-tax

CGT Cost Base Explained

Complete guide to the CGT cost base: the five ATO elements, what reduces it, capital works deductions and the most common mistakes people make.

Updated Apr 2026

CGT Cost Base Explained Australia (2025–26)

Your cost base is the total cost of acquiring, holding and disposing of a CGT asset. A higher cost base means a lower capital gain — and less tax. The ATO defines five elements that make up the cost base, and getting them right is one of the most important parts of calculating your CGT correctly.

This guide explains each element, what reduces the cost base, and the most common mistakes people make.

Calculate now: Use the Capital Gains Tax Calculator to see how your cost base affects your CGT estimate.


The 5 elements of cost base

The ATO defines the cost base as having five elements. Not all elements apply to every asset type.

Element 1: Acquisition cost

The money you paid to acquire the asset.

Asset typeElement 1 includes
PropertyPurchase price (contract price or market value)
SharesPurchase price per unit × number of units
CryptoAUD value at time of acquisition
Inherited assetDeceased's cost base (post-1985) or market value at death (pre-1985)

Element 2: Incidental costs of acquisition and disposal

Costs directly connected to buying or selling the asset:

Buying costsSelling costs
Stamp duty (transfer duty)Real estate agent commission
Legal / conveyancing feesMarketing and advertising
Brokerage on purchaseBrokerage on sale
Valuation fees (for acquisition)Legal fees at disposal
Search fees, title registrationAuctioneer fees

Element 3: Costs of owning the asset (non-deductible)

Ownership costs that you could not claim as a tax deduction:

  • Interest on a loan used to acquire a non-income-producing asset
  • Rates and insurance on a non-rental investment property
  • Maintenance on a non-deductible asset

Key rule: If you already claimed a cost as a tax deduction (e.g. interest on a rental property loan), you cannot also include it in your cost base.

Element 4: Capital expenditure to increase or preserve value

Capital improvements and additions:

  • Property: Kitchen renovation, bathroom remodel, extension, new garage, pool
  • Shares: Costs of taking up rights issues or additional share purchases in a reconstruction
  • General: Any capital expenditure that enhanced or preserved the asset's value

Not included: Routine repairs and maintenance (these are revenue expenses, not capital). For rental property, these are deductible as repairs, not added to cost base.

Element 5: Costs of preserving or defending title

Legal and other costs to:

  • Defend your ownership of the asset
  • Protect against threats to your title
  • Resolve disputes about ownership

This element is uncommon but can apply in contested property or trust situations.


What reduces the cost base

Several things can lower your cost base, increasing your eventual capital gain:

Capital works deductions (Division 43)

If you have claimed capital works deductions (building write-off, typically 2.5% per year) on a rental property, those claimed amounts reduce your cost base when you sell.

ItemAmount
Purchase price$500,000
Stamp duty + legal$25,000
Renovations$30,000
Capital works claimed (8 years × $6,250)−$50,000
Adjusted cost base$505,000

Common mistake: Many people forget to reduce their cost base by capital works deductions and end up with a cost base that is too high, which understates the capital gain and can lead to an ATO adjustment.

Depreciation on plant and equipment

For rental property, depreciation claimed on items like air conditioning, carpets and appliances under Division 40 can also affect cost base calculations, depending on the circumstances.

Non-assessable payments

Some distributions or payments (such as returns of capital from managed funds) reduce the cost base of your investment rather than being treated as income.


Cost base for different asset types

Property

IncludedNot included
Purchase priceDeductible rental expenses (interest, rates, insurance)
Stamp dutyRepairs and maintenance (revenue deductions)
Legal/conveyancing feesFurniture/chattels (separate CGT assets)
Renovations and improvementsCapital works already deducted (reduces cost base)
Agent commission on sale

Shares and ETFs

IncludedNot included
Purchase price per unitMargin loan interest (deductible separately)
Brokerage (buy and sell)Platform subscription fees
Advisory fees for acquisitionFranking credits

Cryptocurrency

IncludedNot included
AUD value at time of purchaseWallet software costs
Exchange fees (buy side)General internet costs
Gas fees directly for acquisitionTrading bot subscriptions

Reduced cost base

The reduced cost base is used to calculate capital losses (not gains). It is similar to the cost base but excludes:

  • Element 3 (non-deductible ownership costs)
  • Some elements that are not relevant to the loss calculation

If you sell at a loss, you use the reduced cost base. If you sell at a gain, you use the full cost base.


Common cost base mistakes

MistakeImpact
Forgetting stamp dutyUnderstates cost base, overstates gain
Not including selling costsAgent commission and legal fees reduce the gain
Ignoring capital works adjustmentCost base is too high, understates gain — ATO audit risk
Including deductible expensesExpenses you already claimed as deductions cannot also be in cost base
Missing DRP cost baseEach DRP parcel has its own cost base from the distribution statement
Not tracking improvementsRenovations increase cost base — keep receipts
Using wrong date for inherited assetsPre-1985 assets use market value at death, not original cost

Record keeping

The ATO expects you to keep records that support your cost base for 5 years after you lodge the return that includes the CGT event. Key records:

  • Contract of sale (purchase and sale)
  • Settlement statements
  • Stamp duty receipts
  • Renovation invoices and receipts
  • Capital works deduction schedules (depreciation reports)
  • Brokerage confirmations
  • Distribution statements (for managed funds and DRP)

Tip: Get a quantity surveyor's depreciation schedule when you buy a rental property. It documents the building cost and helps you track capital works deductions accurately for the eventual CGT calculation.


Important: This guide is general information only and does not constitute tax advice. Cost base rules vary by asset type and circumstance. Consider consulting a registered tax agent.

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