Events, Webinars and
Podcasts

Join Sharesight team members and partners for deep-dives into our award-winning portfolio tracker, new feature launches, investor education, and more.

Events, Webinars and Podcasts

Adviser Innovation
Summit 2021

Sharesight’s Chris Stojcevski uncovers how Saas can improve your insights and reduce costs for your clients.
Event recording from 9 November 2021.


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Adviser Innovation Summit 2021

Harnessing technology to
improve portfolio
performance

These panel of experts answer challenging questions from the audience when it comes to using technology for DIY investing.
Event recording from 10 November 2021.


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Harnessing technology to improve portfolio performance

DIY investing all or
nothing

These panel of experts discuss navigating the options of fully automated, in person or hybrid investing approaches.
Event recording from 10 November 2021.


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DIY investing all or nothing

What is the ultimate
SMSF tech stack?

These panel of experts discuss the ultimate SMSF tech stack: How to unbundle your SMSF to potentially save thousands of dollars.
Event recording from 10 November 2021.


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What is the ultimate SMSF tech stack?

How to effectively buy
and sell

Find out how to efficiently buy and sell, while avoiding costly currency pitfalls with the influx of international share trading.
Event recording from 10 November 2021.


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How to effectively buy and sell

Tools to help make the
best investment
decisions

These panel of experts discuss how investors can get a better understanding of tools available as an appropriate solution to consider.
Event recording from 10 November 2021.


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Tools to help make the best investment decisions

Sharesight on The IFA
Show

Sharesight Pro Account Manager, Chris Stojcevski discusses why financial advisers are moving away from platforms to reduce costs for their clients.
Podcast recording from 07 July 2021.


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Sharesight on The IFA Show

Offsetting your capital
gains

Sharesight CEO, Doug Morris, explains what tax loss selling is and how Sharesight can help identify tax loss selling opportunities.
Webinar recording from 09 June 2021.


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Offsetting your Capital Gains

Sharesight on Marcus
Today

Sharesight CEO Doug Morris sits down with Henry Jennings from Marcus Today to talk Bitcoin, NFTs and the rise of fintechs.
Podcast recording from 23 April 2021.


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Sharesight on Marcus Today

Diversifying your
portfolio with
international stocks

Join our partners at CMC Markets, Andy Rogers & Ryan O’Doherty, as they analyse top international stocks in this new market landscape.
Webinar recording from 18 November 2020.


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Diversifying your portfolio with international stocks

The rise of ethical,
sustainable and ESG
investing

John Caulfield, Director of Intermediaries and Institutions at VanEck, will be explaining everything investors need to understand about ESG investing.
Webinar recording from 04 November 2020.


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The rise of ethical, sustainable and ESG investing

Insights from the 2020
ASX Investor Survey

ASX Business Development Manager, Anastasia Anagnostakos, & Sharesight CEO, Doug Morris, uncover insights from ASX’s Investor Survey.
Webinar recording from 21 October 2020.


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Insights from the 2020 ASX Investor Survey

Get the most out of
Aussie tax time

Join Sharesight CEO, Doug Morris, as he shows you how to make filing your tax return a breeze with Sharesight.
Webinar recording from 15 October 2020.


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Getting the most out of Sharesight at Aussie Tax Time

Sharesight tips & tricks

This step-by-step tutorial includes tips & tricks on getting the most out of Sharesight and making it more efficient and enjoyable.
Webinar recording from 24 September 2020.


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Sharesight Tips & Tricks

Insights from a reporting season to remember

Join Michelle Lopez, Head of Australian Equities at Aberdeen Standard Investments, as she shares her reflections on this reporting season.
Webinar recording from 17 September 2020.


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Insights from a reporting season to remember

Inspired by Buffett

This ‘how to do it’ webinar with Teaminvest Co-founder, Mark Moreland, will teach Sharesight users how to be consistently better investors.
Webinar recording from 10 September 2020.


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Inspired by Buffett

Aussie gold stocks, worth owning?

In this session with John Cowling, CEO of Australian Shareholders’ Association, he takes a deep dive into six Aussie gold stocks.
Webinar recording from 02 September 2020.


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Aussie gold stocks, worth owning?

What can Australian investors learn from offshore?

Pinnacle’s Director of Listed Products, Chris Meyer, will be discussing LIC & ETF global trends and what these signal for listed products in Australia.
Webinar recording from 27 August 2020.


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What can Australian investors learn from offshore?

Hidden gems for Investors in Sharesight

In this session with Prashant, learn some of Sharesight’s “hidden” features that are incredibly useful as a self-directed investor.
Webinar recording from 20 August 2020.


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Hidden gems for Investors in Sharesight

How Sharesight’s CEO uses Sharesight

Join Sharesight CEO, Doug Morris, as he takes you through how he uses Sharesight to manage his investments.
Webinar recording from 13 August 2020.


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How Sharesight’s CEO uses Sharesight

Equity Crowdfunding and the next consumer companies

Birchal co-founder, Alan Crabbe, discusses Equity Crowdfunding and investing in early-stage Australian startups and companies.
Webinar recording from 06 August 2020.


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Equity Crowdfunding and the next consumer companies

Forecasting your way through a personal financial crisis

PocketSmith CEO Jason Leong shares why it’s important to strive for financial predictability in order to navigate uncertainty.
Webinar recording from 30 July 2020.


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Forecasting your way through a personal financial crisis

5 key metrics to keep track of your investments

In this session with Prashant, learn how to shut out the anxiety-causing noise in the news, and focus on what’s important for your portfolio.
Webinar recording from 23 July 2020.


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5 key metrics to keep track of your investments

How to choose the “best” ETFs in the market

Join Six Park co-founder and co-CEO Pat Garrett, as he explains why ETFs are popular with so many investors, including Warren Buffett.
Webinar recording from 16 July 2020.


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How to choose the “best” ETFs in the market

Australian Shareholders Association – How it can help you

Australian Shareholders Association CEO John Cowling explains how ASA helps Aussie investors. Includes audience Q&A.
Webinar recording from 9 July 2020.


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Australian Shareholders Association – How it can help you

Are those shares worth owning?

Shareclarity Managing Director Daniel Kieser discusses leaving the charts and chat forums behind.
Webinar recording from 2 July 2020.


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Are those shares worth owning?

Completing your tax return with Sharesight

For Australian tax residents: Learn how to use Sharesight to make completing your tax return quicker, easier & more accurate.
Webinar recording from 24 June 2020.


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Completing your tax return with Sharesight

Tax time Q & A

For Australian tax residents: Sharesight CEO Doug Morris, PwC Partner Glen Frost, and PwC Director Tristan Whitefield answer your questions.
Webinar recording from 18 June 2020.


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Tax time Q & A

ASA + Sharesight = more informed investor

Sharesight CEO Doug Morris & Australian Shareholders’ Association CEO John Cowling share details on the ASA & Sharesight partnership.
Webinar recording from 11 June 2020.


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ASA + Sharesight = more informed investor

Offsetting your capital gains

In this webinar Sharesight CEO, Doug Morris explains what tax loss selling is and how Sharesight can help.
Webinar recording from 4 June 2020.


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Offsetting your capital gains

Navigating the coronavirus storm

Saxo Markets’ strategist Eleanor Creagh discusses the unprecedented global storm across markets, whilst the world battles Covid-19.
Webinar recording from 28 May 2020.


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Navigating the Coronavirus Storm

Hatch + Sharesight = Taking care of tax time

Targetted to NZ investors, this webinar will cover everything everything you need to know about tax time.
Webinar recording from 27 May 2020.


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Hatch + Sharesight = Taking care of tax time

Hatch + Sharesight = Your money working smarter

Targetted to NZ investors, this webinar covers the Sharesight + Hatch partnership and what you need to know to help grow your money globally.
Webinar recording from 20 May 2020.


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Hatch + Sharesight = Your money working smarter

Running reports in Sharesight

Learn all about Sharesight’s powerful tax/compliance and performance reports you can run on your investment portfolio.
Webinar recording from 21 May 2020.


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Running Reports in Sharesight

Retail & Travel – Trap or brilliant opportunity?

Teaminvest Co-Founder Mark Moreland answers the thorny questions faced by all investors: how to buy deeply discounted Wealth Winners?
Webinar recording from 14 May 2020.


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Retail & Travel – Trap or brilliant opportunity?

How I use Sharesight

Sharesight Chairman & Angel Investor Andrew Bird demonstrates the features he finds most useful to track his investments.
Webinar recording from 7 May 2020.


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How I use Sharesight

Investing during a pandemic

Sharesight CEO Doug Morris looks into the current market and how it compares to other historic bear markets since 1870.
Webinar recording from 30 April 2020.


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Investing during a pandemic

Disruption in a changing world

Sharesight CEO, Doug Morris joins Equity ASA and talks about what disruption really means, who it benefits and how it’s changing the world.
Podcast recording from 28 April 2020.


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Disruption in a Changing World

How to track cash in Sharesight

Sharesight CEO Doug Morris demonstrates the 4 ways you can track cash in Sharesight.
Webinar recording from 23 April 2020.


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How to track cash in Sharesight

Getting started with Sharesight

Learn how to get up and running with Sharesight, set up your portfolio, add holdings, trades and more.
Webinar recording from 17 April 2020.


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Getting started with Sharesight

How Sharesight reports your investment performance

Sharesight CTO & Co-founder, Scott Ryburn, explains how Sharesight reports on your portfolio performance.
Webinar recording from 16 April 2020.


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How Sharesight reports your investment performance

Keeping your portfolio up to date

Sharesight CEO Doug Morris walks you through the different ways to keep your Sharesight portfolio up to date.
Webinar recording from 9 April 2020.


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Keeping your portfolio up to date

Becoming an informed investor

Sharesight CEO Doug Morris takes you through how to become an informed investor with Sharesight.
Webinar recording from 7 April 2020.


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Becoming an informed investor

Navigating market volatility

Sharesight CEO Doug Morris shares how he uses Sharesight to navigate the current market volatility.
Webinar recording from 2 April 2020.


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Navigating market volatility