Latest posts
8 ways to use Sharesight's custom groups feature
We explain what custom groups are and some of the lesser-known ways you can use them to gain deeper portfolio performance insights.
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.
How SMSF trustees can get EOFY-ready
In this article, we discuss the best Sharesight features for SMSFs, and how SMSF members and trustees can get EOFY-ready with Sharesight.
Division 296 tax: Essential strategies for SMSF trustees and advisers
For those who were unable to attend our Division 296 tax strategy webinar with Meg Heffron, you can watch the full video here.
Capital gains tax made simple: CGT guide for Australian investors
We explain the fundamentals of capital gains tax (CGT) in Australia, how it applies to your investments and how you can calculate your CGT with Sharesight.
Red flags: When should you avoid investing in an asset?
This article explores some of the “red flags” you should look out for when considering an investment for your portfolio.
Top 50 finance and investing podcasts in 2026
The Sharesight team has put together a list of the top 50 investing, personal finance and business news podcasts worldwide.
Why client performance conversations are harder than they should be
Client confidence isn't just a function of investment performance. Here's how answering performance questions with precision builds stronger trust.
Tax loss selling for Australian investors
A tax loss selling strategy can offset some of the capital gains you incurred during the year. Sharesight's unrealised CGT report can help.
EOFY checklist for Australian investors
Are you missing an EOFY opportunity? There’s still time to assess your investment portfolio and take advantage of the time left before 30 June.
Top 50 finance and investing blogs in 2026
Check out this list created by the Sharesight team, covering the 50 best personal finance and investment blogs from around the world.