The Investor Toolkit - Return Ready for Individuals 2026

Discover how to handle investment income within individual returns, covering CGT events, cost base & rental property claims.

In this session, we cover:

• CGT Fundamentals

  • CGT Event A1

  • Capital Proceeds + Cost Base

  • CGT Discount + Indexation

• Rental Properties

  • Preliminary information

  • Income

  • Expenses

  • Interest

  • Capital Allowances + Capital Works

  • Common issues