Sharesight Accountants Guide to Tax Complexity for Investors

The accountant's guide to simplifying tax complexity for investors

by Stephanie Stefanovic | Mar 2nd 2022

The accountant’s guide to simplifying tax complexity for investors discusses how accountants can automate their workflow while adding value for clients.

ASA Investor Conference 2021 wrap-up

ASA Investor Conference 2021 wrap-up

by Stephanie Stefanovic | Jun 2nd 2021

Here is a snapshot of some of the best talks from the 2021 ASA Investor Conference that we think can help you to become a better investor.

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Morningstar Individual Investor Conference 2020: Event wrap-up

by Stephanie Stefanovic | Nov 2nd 2020

Here are some of the key takeaways from our picks of the top sessions at the 2020 Morningstar Individual Investor Conference.

Brokers with zero-commission trading have changed investing

How zero-commission brokers have changed investing

by Prashant Mohan | Oct 15th 2019

The rush from brokers to cut trading fees to zero represents a seismic shift in the industry, and will have ramifications for both brokers and investors alike.

What your broker tells you vs what they actually mean

What your broker tells you vs what they actually mean

by Doug Morris | Jul 24th 2019

Right around this time of year I look forward to a bit of comic relief from the annual “how broker X is making tax time easy” email and marketing campaigns.

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Australia's Consumer Data Right to open banking

by Doug Morris | Mar 25th 2019

In collaboration with Fintech Australia, Sharesight has officially endorsed a submission on the Treasury Laws Amendment (Consumer Data Right) Bill 2019.

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Sharesight nominated for Investment Innovator of 2019

by Angela Thompson | Feb 5th 2019

We are pleased to announce that Sharesight has been shortlisted for Investment Innovator of the Year 2019 by Fintech Business!

Top 100 Accountants Australia

15 Sharesight Pro Partners in AFR Top Accounting Firms list

by David Olsen | Nov 8th 2018

15 Sharesight Pro partners have been recognised in the Australian Financial Review 2018 list of Australia’s “Top 100 Accounting Firms”.

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Sharesight at Intersekt 2018

by Doug Morris | Oct 31st 2018

Sharesight was in Melbourne this week to attend the Intersekt festival, the Australian fintech industry’s annual conference. Here's what we learned.

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Sharesight at Saxo Fintech Agility Conference 2018

by David Olsen | Oct 4th 2018

Sharesight CEO Doug Morris was invited to sit on the panel discussion on ‘Open Banking in Australia’ at the ‘Saxo Fintech Agility Conference 2018.

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See you at the 2018 NZSA Investor Conference and AGM

by Angela Thompson | Jul 26th 2018

Join Sharesight at the 2018 NZSA Investor Conference and AGM, which is being held Saturday 18 August at Ellerslie Event Centre in Auckland NZ.

Banking Royal Commission

Road ahead from Banking Royal Commission

by Doug Morris | May 30th 2018

Now that the Royal Commission is well under way, there are a few themes that we’ve been following at Sharesight, let's look at the road ahead from here.

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Sharesight at the Fintech Business Awards 2018

by Doug Morris | Mar 27th 2018

With Sharesight nominated for Investment Innovator of the Year 2018 by Fintech Business, it was an honour to attend the awards gala in Sydney last week.

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Sharesight nominated for Investment Innovator of 2018

by Doug Morris | Feb 11th 2018

We are pleased to announce that we have been nominated as the Investment Innovator of the Year 2018 by Fintech Business!

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The time is now for financial planners to embrace fintechs

by Doug Morris | Dec 13th 2017

Rather than viewing fintechs as a threat to their business, financial planners should take the time to examine the opportunity that they can bring.

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Sharesight at IMAP InvestTech 2017

by David Olsen | Dec 12th 2017

Last week the team at Sharesight was pleased to be a part of the InvestTech 2017 event in Sydney run by IMAP -- the Institute of Managed Account Professionals.

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See you at InvestTech 2017

by Angela Thompson | Nov 24th 2017

Sharesight is pleased to announce our participation at InvestTech, the Portfolio Management Technology conference, taking place in Sydney on December 5th 2017.

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Say yes to investment diversity Australia

by Matthew Leibowitz | Oct 22nd 2017

Technology forward platforms now offer a place for self-directed investors to diversify their holdings into a world of opportunity.

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Why Australia needs Open Banking like the UK

by Doug Morris | Oct 12th 2017

Open Banking refers to banks and financial institutions giving consumers access and control over their personal financial data and is already law in the UK.