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Financial advisers top client mistakes

Top 10 mistakes financial advisers make with their clients

by Stephanie Stefanovic | Oct 3rd 2025

In this article, we discuss the 10 most common mistakes that financial advisers make with their clients (and how to avoid them).

Top brokers for global trades

Top countries and brokers Aussies use to invest in global markets

by Stephanie Stefanovic | Sep 23rd 2025

Looking at data from our user base, we delve into Aussie investors' favourite global markets and stocks, plus the brokers they use for international trades.

Time money weighted returns

Time-weighted vs. money-weighted rates of return

by Stephanie Stefanovic | Sep 17th 2025

We explain the difference between time and money-weighted returns, and why Sharesight uses the money-weighted method to track portfolio performance.

Top Australian brokers stocks and ETFs

Top brokers Aussies use to invest in stocks and ETFs

by Stephanie Stefanovic | Sep 4th 2025

We take a look at the most popular brokers among Sharesight users in FY24/25, focusing on investments in stocks and ETFs.

Crypto tax

Crypto tax: What Australian investors need to know

by Stephanie Stefanovic | Aug 26th 2025

In this article, we discuss how crypto is taxed in Australia, methods to calculate CGT, reporting requirements and more.

IPOs

The investor's guide to IPOs: Risks, rewards and strategies

by Stephanie Stefanovic | Jun 20th 2025

Discover when to invest in IPOs, how to approach them strategically, and how Sharesight helps you track and optimise your performance.

ETF overlap

ETF overlap: How to uncover and manage hidden concentration risk

by Prashant Mohan | Jun 18th 2025

Understand ETF overlap and concentration risk through a real-world example — and see how Sharesight’s exposure report helps you uncover and avoid hidden risks.

Investing post Brexit

Investing after Brexit: Managing risk through diversification

by Stephanie Stefanovic | Jun 16th 2025

Discover how UK investors can adapt their portfolio strategy and tracking tools to stay resilient in the post-Brexit investment landscape.

SMSF EOFY

How SMSF trustees can get EOFY-ready

by Stephanie Stefanovic | Jun 10th 2025

In this article, we discuss how Sharesight saves SMSF trustees time and money at tax time, and how trustees can get EOFY-ready with Sharesight.

Record keeping requirements AU investors

Record-keeping requirements for Australian investors

by Stephanie Stefanovic | Jun 5th 2025

Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.

Lessons from the UK stock market

What today’s investors can learn from UK stock market trends

by Stephanie Stefanovic | May 26th 2025

Discover what today’s investors can learn from the UK stock market’s history, from coffee house beginnings to modern-day trading trends.

Sharesight case study Kyle Grieve

How experienced value investor Kyle Grieve uses Sharesight

by Stephanie Stefanovic | May 6th 2025

We talk to Kyle Grieve, experienced value and investor and podcast host for The Investor’s Podcast Network, about why he tracks his portfolio with Sharesight.