Latest posts

Division 296 tax: Essential strategies for SMSF trustees and advisors
For those who were unable to attend our Division 296 tax strategy webinar with Meg Heffron, you can watch the full video here.

Capital gains tax made simple: CGT guide for Australian investors
We explain the fundamentals of capital gains tax (CGT) in Australia, how it applies to your investments and how you can calculate your CGT with Sharesight.

Red flags: When should you avoid investing in an asset?
This article explores some of the “red flags” you should look out for when considering an investment for your portfolio.

Top 50 finance and investing podcasts in 2026
The Sharesight team has put together a list of the top 50 investing, personal finance and business news podcasts worldwide.

Why client performance conversations are harder than they should be
Client confidence isn't just a function of investment performance. Here's how answering performance questions with precision builds stronger trust.

Tax loss selling for Australian investors
A tax loss selling strategy can offset some of the capital gains you incurred during the year. Sharesight's unrealised CGT report can help.

EOFY checklist for Australian investors
Are you missing an EOFY opportunity? There’s still time to assess your investment portfolio and take advantage of the time left before 30 June.

Top 50 finance and investing blogs in 2026
Check out this list created by the Sharesight team, covering the 50 best personal finance and investment blogs from around the world.

The family office problem that most investment tools can't solve
Managing a family office portfolio means tackling complexity most investment tools weren't built for. There's a better way to track your wealth.

Why women should invest differently
A new video from Morningstar shares research on why engagement matters and how informed participation can improve long-term investment outcomes for women.

Why share registries aren't enough
Learn why share registries like Computershare and MUFG are vital for dividends and records, but why they aren't a substitute for a dedicated portfolio tracker.

Not all stock screeners are created equal — here's how to choose wisely
With thousands of securities to choose from, a stock screener is more than a filter — it's a decision framework. Here's what to look for.
