How long can capital gains tax losses be carried forward?

An investor can carry forward a capital loss indefinitely.

What records need to be kept for capital gains tax losses?

Investors are required to keep records of all matters that could result in them making a capital gain or loss. Those records must be kept for a minimum of five years after the relevant CGT event has happened.  
  
We strongly recommend your client seeks independent taxation advice to ensure their underlying cost bases are correct.

Does Macquarie maintain a client’s capital loss history?

No, Macquarie does not maintain an investor’s capital loss history. This is the responsibility of investors and their tax agents/advisers.

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