1. It Generates Your ATO myTax Report In Seconds
Connect your broker accounts. Choose a tax strategy. And generate an accurate ATO myTax report in seconds.
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2. Reduce this year's tax burden by switching CGT strategies
Most investors overpay the ATO by only using one CGT strategy. With Navexa, you can switch between five CGT strategies to reduce your tax burden. You could save thousands in 2025 just by switching to 'Minimize CGT'.
3. It tracks EVERY investment in One Dashboard
Whether you invest in the ASX, property, crypto, US stocks or your friend's startup, Navexa lets you track everything in one dashboard. No more juggling multiple apps or spreadsheets.
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4. It updates automatically (no more manual data entry)
New trades from your brokerage are automatically sent to Navexa. Hundreds of the top brokers are supported. But on the off chance yours isn't, you can email info@navexa.com and they'll set yours up. You'll never need to waste hours updating a spreadsheet again.
5. Your Data Is Secured By Bank-Grade Security
Navexa’s founder, Navarre Trousselot, spent years building sophisticated financial software for Australia's biggest financial firms, including NAB, MLC and JBWere. He installed similar levels of security into Navexa so your data is 100% secure.
6. You can manage multiple portfolios in one account
Managing investments for yourself, your SMSF, and maybe your partner and kids too? Navexa lets you manage all your portfolios under one account. Create separate tracking for different strategies, goals, or family members—all while maintaining comprehensive tax reporting for every entity.
7. Make better, more profitable, investment decisions
Navexa gives you detailed analysis on every dollar you've invested. Track your true performance, analyze sector allocation, understand contribution by holding and spot potential tax-loss harvesting opportunities. Better data. Better investment decisions. Better returns.
8. Trusted by Financial Professionals
Navexa is used by accountants, wealth managers and financial advisors to track their clients investments and report their taxes.
"They've packed more tools and value into their product, at a more competitive price, than others in the market.
It's now easier than ever for self-directed investors to take advantage of powerful tax management tools covering CGT strategies, income versus growth analysis, franking credits, and manual parcel selection.
If you're looking to take the sting out of tax time this year, I recommend you give Navexa a try."
- Owen Rask, ex-investment analyst, certified financial advisor, founder of Rask
9. Navexa is Guaranteed to make Your tax time easier
Navexa makes tax time so much easier for Australian investors, they can afford to offer a six-month money-back guarantee. On the off-chance it doesn't make your tax time easier, you get a full refund - no questions asked.
