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One subscription · eight tools · built for Australian tax
Your shares, pay and super — with the tax already worked out.
Pro is the only money suite that knows your whole Australian tax picture. Parcel-level CGT, franking credits, payslip checks and super caps — computed on the same ATO-verified engine as our 85 free calculators, against your actual income.
Free tier forever · no card to start · cancel anytime
Actual product interface, shown with sample data.
85
free calculators
8
Pro Suite modules
Weekly
ATO rate checks
$0
to start — free tier
Why there’s nothing else quite like it
Trackers see your shares. Calculators see your pay. Pro is built on the one thing that connects them — your tax.
It knows the whole Australian tax picture
Portfolio trackers don't know your salary. Pay calculators don't know your shares. Pro runs both through one ATO-verified engine, so CGT, franking refunds and super caps are worked out against your actual income — brackets, Medicare, HELP and all. It's what makes Sell Smart possible: the tax on a sale, before you place it.
A real CGT engine, free to start
Capital gains reporting is the feature portfolio trackers lock behind hundreds of dollars a year. Here your first 10 holdings include a current-year realised CGT report at $0 — the full FIFO parcel engine, not a teaser.
No broker logins. No bank feeds.
No account to connect and no credentials to hand over. Add trades by hand or drop in your broker's CSV — your data stays yours, row-level-secured to your account, exportable and deletable any time you like.
ATO-current, checked weekly
Rates and thresholds are verified against ATO sources every week and the financial-year selector follows you across every module — it even rolls over by itself each 1 July. No stale brackets, ever.
See it doing the work
Every screenshot below is the actual product with sample data — what you see is what you sign into.
Sell Smart — Pro exclusive
See the CGT before you sell, not in July
Pick a holding, set the units and an expected price, and Sell Smart prices the sale through the same engine as your tax return — brackets, Medicare levy and HELP repayments included. Where waiting for the 12-month discount would cut the bill, it names the exact date and the dollars saved. Trackers can't do this because they don't know your income; pay calculators can't because they don't know your parcels.
- Extra tax in dollars, at your real marginal rate
- “Sell on or after this date, save this much” — per FIFO parcel
- Taxable income prefills from your income tracker
Portfolio & CGT
Parcel-level CGT, worked the way the ATO works it
Every sale is matched to its buy parcels FIFO with brokerage in the cost base, the 12-month discount applied per lot and losses offset in the order that minimises your net capital gain. Sell 80 of 200 CBA shares and it knows exactly which parcels went, what they cost and whether they qualify for the discount.
- Broker CSV import with column auto-detection
- Per-parcel discount eligibility, not portfolio averages
- First 10 holdings and the current-FY report are free — Pro uncaps
Dividends & Franking
Franking credits tallied all year, not scrambled in June
Log dividends as they land and the suite keeps a running franked and unfranked split, estimated credits at the 30% gross-up and your assessable total — broken down by payer, ready to read straight into your return. Then hand it to the franking calculator to see the refund effect at your marginal rate.
- Per-payer breakdown for tax time
- Gross-up maths tested against worked examples
- Flows into your financial-year totals automatically
Tax Time HQ
Walk into your accountant's office with a pack, not a shoebox
Income, dividends, super and expenses roll into one financial-year summary the moment you record them. Come July, download the one-page accountant PDF, run the checklists and lodge — the whole year is already reconciled because it was never scattered in the first place.
- FY totals from every module, always current
- Accountant summary PDF in one click
- Tax return and EOFY checklists built in
Eight tools that work as one
Each module does one job well — the dashboard and the financial-year selector tie them together.
Portfolio & CGT
ASX holdings with parcel-level capital gains, ready for tax time.
Dividends & Franking
Dividend income, franking credits and your refund estimate.
Pay & Payslips
Payslip history with withholding and super checked every pay.
Money Snapshot
Your income, spending and super position at a glance.
Spending
Expense tracking by category, built for deductions.
Super HQ
Contributions, cap headroom and where your balance is heading.
Tax Time HQ
Financial-year summary and an accountant-ready pack.
Scenario Lab
Saved calculations, side-by-side compares and PDF reports.
Simple pricing
Start free. Upgrade when the caps pinch.
Pro costs less a month than one coffee — and the free tier is genuinely useful, forever.
Just browsing
Free
$0no account needed
- All 85 calculators
- Live ATO rates, checked weekly
- Shareable result links
Most people start here
Free account
$0the bit others charge for
- Portfolio: 10 holdings + current-FY CGT report
- Save 25 calculations with history
- Income, dividend, super & expense trackers
- Payslip history + super watchdog
- Franking credit summary
Everything, uncapped
Best valuePro
$4.99/month
$49/year — two months free
Everything in Free account, plus:
- Sell Smart: see the CGT before you sell, at your marginal rate
- Unlimited holdings & prior-year CGT reports
- PDF exports on every calculator
- Scenario compares side by side
- Accountant summary pack
- Unlimited saves, trackers & payslips
- CSV exports of your data
Secure checkout via Stripe · cancel anytime
Prices in AUD, cancel anytime. General information only — not financial advice. CGT and franking figures are estimates to confirm with your accountant.
Questions, answered
- Is this financial advice?
- No. Pro is a set of self-serve tools over your own data — general information only, not personal financial advice. CGT and franking figures are estimates to take to your accountant, not a substitute for one.
- Do you connect to my broker or the ASX?
- No account connections, ever. You add trades manually or import your broker's CSV export — we auto-detect common column layouts. To save typing, ASX codes autocomplete and the dividend tracker can prefill a security's last declared dividend and franking from published ASX reference data — indicative figures to check against your statement, never a feed into your accounts.
- What do I get without paying?
- Every calculator on the site stays free with no account. A free account adds saving (25 calculations), the four trackers, payslip history and a portfolio of up to 10 holdings including a current-financial-year realised CGT report.
- How does the CGT engine work?
- FIFO parcel matching over your trades with brokerage included in the cost base, the ATO 12-month discount rule and the method statement applied in the order that minimises your net capital gain. Prior-year reports are a Pro feature.
- Can I cancel anytime? What about my data?
- Cancel anytime from Account & billing — you keep the free tier. Your data is row-level-secured to your account and you can export or delete it whenever you like.
Coming from Sharesight? Read the honest comparison.
Start free — see your own numbers in it
Free tier forever · no card to start · cancel anytime