Blog

Sharesight sets sail

by Marcus Baguley, Principal Consultant, Abletech | Dec 21st 2007

The Sharesight team took a breather by heading out onto the Wellington harbour with the support of the Wellington Sailing Academy.

Sharesight Team Sailing

It was the roughest day of the month but that didn't prevent the spinnaker going up on the return trip in 30 knots of wind. A great day out.

Sharesight sets sail

Sharesight sets sail - featured

How to present portfolio tax reports clients actually understand

How to present portfolio tax reports clients actually understand

by Stephanie Stefanovic | Jun 23rd 2026

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 2

Record-keeping requirements for Australian investors

by Stephanie Stefanovic | Jun 19th 2026

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

Sharesight product updates – June 2026

by Ben Clendon | Jun 16th 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.