Investor or trader in the ATO’s eyes
Know the factors the ATO uses to decide whether share trading is a business, and what changes if it is.
Module 19 of 26, Australian tax walkthroughs (general information). Lesson 4 of 5, about 16 minutes. This module is for readers in Australia.
The takeaway
The ATO looks at what you do, not what you call yourself. Whether you are taxed as an investor or trader changes whether you get the CGT discount and what losses you can claim.
This page is a public summary. The full lesson has the worked examples, an interactive exercise and a short quiz, and sits in the course. Lessons 1 and 2 of Module 1 are free and the rest need a pass.
Open this lesson in the course
General information only. It doesn't consider your objectives, finances or needs. Tickfloor holds no financial services licence and never places trades.