CGT Situation - Multiple share mergers

 Author: RachelATO(Community Moderator)Community Moderator

ATO Certified Response16 Oct 2025

Hi @JonoL,

To work out the capital gain or loss from your sale of shares, you’ll need to consider each CGT event that occurred through the mergers and apply the CGT rules for rollover relief where eligible.

If the 50% discount isn’t applying in your tax return, it could be due to how the cost base or acquisition date were recorded.

Check that the acquisition date reflects the original 2017 purchase, not the dates of the mergers. If the acquisition date was reset during the mergers (e.g. if rollover relief wasn’t applied), the discount may not be available.

You'll be able to confirm whether rollover relief applied in each case. You can usually find this information in the company’s ASX announcements.

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