Tax · AU · September 2026 · not advice
CFD tax Australia basics (questions only, no invented rates)
This page lists the questions Australians should take to a registered tax agent. We do not invent tax rates, brackets, or dollar examples. CFD gains and losses can be assessable or deductible depending on your facts. Entity honesty still starts on legal Australia. Confirmed September 2026.
75%+ of retail investor accounts lose money trading CFDs.
Questions for your tax agent
- How should my CFD P&L be characterised for my situation this year?
- How do I treat FX conversion when Wallet currency is not AUD?
- Which statements from Direct / platforms count as primary records?
- Do losses offset other income, and under what conditions?
- What changes if I am classified differently (for example business vs investor facts)?
We will not fill those answers with guessed percentages. Your agent applies current ATO materials to your documents. Related: CFD tax Australia, FxPro review, FAQ.
Ops hygiene that helps the agent
- Export monthly statements.
- Keep deposit and withdrawal receipts.
- Screenshot the legal entity on signup.
- Note method fees and FX spreads separately from trade P&L when visible.
Entity gap reminder: FxPro is not AFSL. See legal Australia and ASIC vs offshore.
Hard forbids on this page
- No invented tax rates or sample tax bills.
- No “tax-free CFD” claims.
- No fake star-rating schema.
- No personal financial product advice.
FAQ
Is this page tax advice?
No. General information only. Talk to a registered tax agent.
Do you publish CFD tax rates or example dollar amounts?
No. We refuse invented rates and amounts.
What records should I keep?
Trade statements, deposit/withdrawal receipts, entity name, FX conversion notes when Wallet is not AUD.