Blog | Product updates
Sharesight release notes - August 2021
by Scott Ryburn, CTO, Sharesight | Sep 8th 2021
This month we’ve continued to make a number of improvements to the new Multi-Period Report. A reminder that this is available as a preview for Expert plan customers with beta features enabled. This report will be available to all Expert and Pro users very soon, keep your eyes peeled for an update.
New Functionality / Enhancements
- Improvements to increase coverage of ex-distribution exit prices for managed funds
- Layout and design improvements to header and footer
- Added a new field 13R (TFN credits) to Income Tax return section of AU Taxable Income report
- Various improvements to the new Multi-Period Report
FURTHER READING
Investing tips
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.
Product updates
Sharesight product updates – June 2025
by Ben Clendon | Jun 10th 2025
This month's focus was on earning SOC 2 Type 1 certification, expanding exposure reporting to European markets and improving the future income report.
Product features | Investing tips
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.