Capital gains tax (CGT) calculator Sharesight

Capital gains tax (CGT) calculator for Australian investors

by Angela Thompson | Jun 30th 2022

Sharesight's Australian capital gains tax calculator is the easiest way to calculate the CGT on your investment portfolio for the current tax year.

Mutual funds vs. ETFs in the USA - what's the difference?

Mutual funds vs. ETFs in the US

by Stephanie Stefanovic | Jun 16th 2022

In this blog we explore the differences between mutual funds and ETFs, and what you need to look out for if you’re a US investor.

Record-keeping requirements for Australian investors

Record-keeping requirements for Australian investors

by Angela Thompson | Jun 15th 2022

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

What is a Mutual Fund & How do they work

What is a mutual fund?

by Stephanie Stefanovic | May 27th 2022

Mutual funds can be a low-maintenance investment with potential for high returns. To learn more about the pros and cons of this investment type, keep reading.

Tax loss selling for Australian investors

Tax loss selling for Australian investors

by Angela Thompson | May 24th 2022

A tax loss selling (tax loss harvesting) strategy can offset some of the capital gains you incurred during the year. Shareight's Unrealised CGT report can help.

How SMSF trustees can get EOFY-ready

How SMSF trustees can get EOFY-ready

by Stephanie Stefanovic | May 18th 2022

Keep reading to learn more about how Sharesight saves SMSF trustees time and money at tax time, and how trustees can get EOFY-ready with Sharesight.

EOFY checklist for Australian investors

EOFY checklist for Australian investors

by David Olsen | May 13th 2022

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

Modern Portfolio Theory

What is Modern Portfolio Theory?

by Stephanie Stefanovic | Apr 21st 2022

To learn more about Modern Portfolio Theory and whether you should consider this investing strategy for your portfolio, keep reading.

Ex-dividend dates and their impact explained_Sharesight

What is an ex-dividend date?

by Angela Thompson | Mar 24th 2022

If you own any dividend paying stocks, it’s important to understand what ex-dividend dates are and how they might shape your personal investing strategy.

Top 50 finance and investing podcasts 2022

Top 50 finance and investing podcasts in 2022

by Stephanie Stefanovic | Mar 3rd 2022

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

mergers (1)

How mergers and acquisitions affect your investment performance

by Stephanie Stefanovic | Feb 24th 2022

Sharesight makes it easy for investors to track mergers in their portfolio, simplifying CGT calculations and giving them the full picture of their performance.

Top finance and investing blogs

Top 50 finance and investing blogs in 2022

by Stephanie Stefanovic | Jan 31st 2022

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

Stock Market Volatility 2022

Experts weigh in on market volatility for 2022

by David Olsen | Jan 24th 2022

We speak to seven experts in the Australian investing market to find out the key trends investors need to look out for in 2022.

Evaluate a stock

How to evaluate a stock

by Angela Thompson | Dec 12th 2021

Investing in share markets may be easier than ever, but evaluating which shares to buy still takes some skill. Keep reading to learn how to evaluate a stock.

family trusts

What are the advantages and disadvantages of family trusts?

by Stebin Sam | Nov 30th 2021

A family trust is a discretionary trust that is used in Australia to hold the wealth and assets of a family. Learn more in this article from LegalVision.

What is the Compound Annual Growth Rate (CAGR)

What is the Compound Annual Growth Rate (CAGR)?

by Stephanie Stefanovic | Nov 22nd 2021

The CAGR is one of several metrics investors can use to measure and compare the past performance of investments or project expected future returns.

Mutual funds vs. ETFs Canada (2)

Mutual Funds vs. ETFs in Canada

by Stephanie Stefanovic | Nov 9th 2021

In this blog we’ll explore how mutual funds and ETFs differ, and what you need to look out for if you’re a Canadian looking to invest.

4 ways to reduce your investment risk 3

4 ways to reduce your investment risk

by Bessie Hassan | Nov 8th 2021

If the thought of potentially losing the money you invest scares you (you’re not alone), don't reject investing entirely, here's how to reduce investment risks.

Stock Transfer Agent USA

What is a stock transfer agent?

by David Olsen | Oct 29th 2021

A stock transfer agent acts as the official record keeper for publicly traded companies to track the individuals/entities that own stocks or bonds in a company.