Latest posts
Five ways financial advisors can use AI to improve efficiency
We explore five key ways that AI is helping financial advisors boost their efficiency, from automating workload to improving communication and client service.
Sharesight's top 10 investing blogs of 2024
We look back on your favourite Sharesight blogs, from investing tips to users' favourite brokers, a compilation of the world's best blogs and more.
The art of the loss: Getting better through investing mistakes
John Addis, author of How Not to Lose $1 Million, discusses "the art of the loss" and how investors can get better through their mistakes.
An unexpected cost of running an SMSF
This article covers the journey of new SMSF owners — the unexpected costs, surprises, and the tools they rely on to streamline their SMSF management.
How to create a multi-generational wealth plan
We explore key approaches to developing a strong multi-generational wealth plan, including education, legacy planning and family governance structures.
How I manage my SMSF with Sharesight
Sharesight chairman and experienced investor Andrew Bird shares how he uses Sharesight for his SMSF portfolio administration, performance and tax reporting.
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.
Cybersecurity best practices for financial advisors
Learn how to protect your advisory practice from growing cyber threats and build resilience with key strategies for compliance and data security.
Why risk and return is more important than ever for investors
Choosing the right risk profile for your portfolio (and actually sticking to it) can make or break your investment strategy.
Top 4 challenges advisors face in the Great Wealth Transfer
An estimated $68 trillion will transfer from Baby Boomers to their descendants in the next 20-30 years, posing unique challenges for financial advisors.
Generating income with ETFs
Investing in income-focused ETFs can be a good alternative to term deposits, rental properties and stocks, providing diversification while minimising effort.
How to track exchange-traded funds (ETFs)
In this article we discuss the history of ETFs, some of the tax considerations for investors and how you can track the performance of your ETFs with Sharesight.