Sharesight preview to be launched this week

How to present portfolio tax reports clients actually understand

Portfolio tax reports don't have to generate endless client questions. Here's how to structure them so clients can review, confirm and sign off.

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.

Sharesight product updates – June 2026

This month's focus was on a new Australian tax pack, UK-specific tax settings, support for the Saudi Stock Exchange and a range of other improvements.