Sharesight release notes – June 2022
In June, our main focus was on making improvements to UX and usability, along with several updates relevant for Australian tax reporting.
UX / Usability improvements
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Upgraded our branded logos and introduced a new banner colour for all users
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Consolidated our button colours to align with our brand moving forward
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Upgraded our Interactive Broker CSV and integration screens
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Upgraded our Saxo Markets integration screen
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Expanded our new breadcrumbs navigation to include the transactions log, holding page and four reports
New functionality / Enhancements
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Improved our handling of Australian managed fund payouts for more accurate treatment at tax time
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Introduced a warning icon on the Australian taxable income report for payouts from ETF or managed fund sources that do not have complete end of year tax components
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Increased custom groups from 7 to 12 for Sharesight Pro
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Added support for the Athens Stock Exchange
FURTHER READING
How SMSF trustees can get EOFY-ready
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.
Sharesight product updates – June 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.
Record-keeping requirements for Australian investors
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.