Navarre Trousselot

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492 appearances 1 recordings 1 series first heard Jun 2026 last heard 10 Jun

Navarre Trousselot’s voice in public audio — every appearance, attributed to the second.

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Australian Finance Podcast · ETF tax traps, CGT and cost base adjustments with Navarre Trousselot · 10 Jun 2026 podcast

Since I got them in high school many years ago.

We've got a couple of Australian managed funds and then two US stocks, so Apple and Tesla, pretty common across portfolios.

Yep.

Now, if we go to the capital gains tax area,

You can see, so we're looking at a tax report and it's showing that in this financial year, which is the 24, 25 year for this report, we would ultimately have a $12,300 capital gain.

So that's the amount you file to the ATO and then you pay tax on that.

So depending on what bracket you're in, if you're in the super top bracket, basically, you know, 6,000 of that is going to be tax roughly.

Now,

This is my favorite report because it gives you so much power as an investor to not overpay tax.

So let's say we didn't want to pay $12,000 capital gain and we wanted to see if we could minimize that.

So we can in settings change from a FIFO strategy.

Now just a real quick refresher on this for people who don't know.

FIFO stands for first in, first out, and this is the default strategy that most people use, even globally as well.

Exactly.

First in, first out.

Yeah, you get rid of the first one, then the second, then the third, and you go in that order.

And then LIFO is the exact opposite.

So last in, first out.

And they're the two you hear about the most.

The real power comes from these other ones.

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