Capital Gains Tax Services – Helensvale & Across the Gold Coast
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Protect Your Profits, Minimise Your CGT Liability
When you sell property, shares, or a business asset, you may face Capital Gains Tax (CGT). The rules are complex, but the right strategy can reduce what you owe and protect your hard-earned gains.
At de Zwaans Accounting & Tax, we provide expert CGT advice from our base in Helensvale Plaza, supporting clients right across the Gold Coast — from Coomera and Hope Island in the north through to Robina, Burleigh Heads, and Palm Beach.
What is Capital Gains Tax?
CGT is triggered when you dispose of an asset for more than you paid for it. The gain is added to your taxable income. Common CGT events include:
Selling an investment property
Disposing of shares or managed funds
Selling all or part of a business
Gifting or transferring certain assets
Inherited estates and deceased estates
The amount you pay depends on factors like ownership structure, timing, exemptions, and whether concessions apply.
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Our Capital Gains Tax Services
We make CGT simple by handling the detail for you. Our services include:
Property CGT Advice – for residential, commercial, and investment properties
Business Asset CGT – selling all or part of a company, partnership, or trust
Shares & Investments – reporting and planning for portfolios, shares, and managed funds
Small Business CGT Concessions – 15-year exemption, 50% active asset reduction, retirement exemption, rollover concessions
Main Residence Exemption – full or partial, depending on use of property
Timing & Strategy – advice on when to sell or restructure for better outcomes
ATO Compliance – accurate record-keeping, calculations, and lodgement support
How We Work With You
Initial Consultation – meet in Helensvale or online to review your assets and goals
Analysis – identify exemptions, concessions, and timing strategies
Calculation & Preparation – determine your capital gain or loss accurately
Advice & Planning – explain your options in plain English, with practical strategies
Compliance & Lodgement – ensure everything is ATO-compliant, audit-ready
Why Choose de Zwaans for CGT Advice?
Local Base in Helensvale – convenient location, serving all of the Gold Coast
Chartered Standards – professional expertise backed by Chartered Accountant credentials
Property & Business Focus – proven experience with investors and SMEs
Tailored Strategies – every situation is unique — we provide advice that fits you
ATO Liaison – we deal with the ATO directly so you don’t have to
Who We Help
Property Investors – selling rentals across Gold Coast suburbs
Business Owners – exiting or restructuring their business
Retirees – planning disposals to support retirement income
Families & Estates – handling inheritance or deceased estate CGT
Professionals & Contractors – managing CGT on shares or secondary investments
Local Focus – Helensvale at the Centre
From our Helensvale Plaza office, we’re perfectly positioned to serve the entire Gold Coast. Clients come to us from:
Coomera & Upper Coomera
Hope Island & Sanctuary Cove
Southport & Broadbeach
Robina & Varsity Lakes
Burleigh Heads & Palm Beach
Wherever you’re based, you’ll get the same personal support and precise CGT guidance.
Frequently Asked Questions
Not always — your main residence may qualify for a full or partial exemption.
If you qualify, you may reduce or even eliminate your capital gain using exemptions like the 15-year rule, 50% reduction, or retirement exemption.
Yes — pre-sale planning is often where the biggest savings are found.
Absolutely — we handle CGT across all asset classes, including shares, managed funds, and crypto.
Invoices, contracts, valuations, legal fees, and details of improvements are all essential.
Get Expert CGT Advice Today
Don’t pay more tax than you should. Work with a Helensvale-based Chartered accountant serving the entire Gold Coast for expert CGT planning and compliance.
📞 Call (07) 5671 1102 or [Book a Consultation Online] today with de Zwaans Accounting & Tax.
Review from our lovely clients
We Are Trusted Over Queensland
Your Partner in Professional Accounting and Tax Services
Meli2024-04-25Warwick and the team at de Zwaans accounting provide exceptional service and advice in relation to our investment portfolio. I wish we had been with them from the beginning!
Levy Lev2024-04-24Warwick has been amazing, he's incredibly thorough and knowledgable. I'm really grateful how helpful and quick he's been to respond when we needed guidance with our affairs. 5 stars all the way.
Ben Ryan2024-03-22Thank you Warwick and your team for getting my business back on track, your professionalism in the transition of moving my personal and business across was seamless and stress free. I highly recommend anyone looking to change Accountants to get in touch with de Zwaans.