Top SMSF trades by Australian Sharesight users in FY25/26

Welcome to our annual Australian financial year trading snapshot for SMSFs, where we dive into this year’s top trades by Sharesight users. Below we will look at the top trades overall, plus the top trades in individual stocks. This allows us to observe the broader investment trends by Sharesight users with SMSFs, while also giving us an opportunity to zoom into the most popular stocks and the market-moving news behind them.

Top trades by SMSF investors in FY25/26

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In FY25/26, SMSF investors’ top trade was in CSL (ASX: CSL), which rose from #3 in FY24/25 to dethrone Woodside Energy (ASX: WDS) this financial year. CSL was also the top trade for Australian Sharesight users in general, with investors likely seeking to take advantage of the stock’s downward trend since the beginning of the financial year. Woodside and BHP (ASX: BHP) remained in the top three SMSF trades of the financial year, albeit swapping places compared to the previous financial year. Perhaps the most interesting development was the rise of WiseTech Global (ASX: WTC) from #13 in FY24/25 to #4 in FY25/26. The company has been under intense scrutiny (with share price swings to match) since the previous financial year when the founder and CEO resigned due to reports of inappropriate conduct with an employee.

Here’s some of the market-moving news behind the most-traded stocks of FY25/26:

CSL (ASX: CSL)

• August 2025: CSL share price plummets following announcement of over 3,000 job cuts
• September 2025: Trump’s pharmaceutical tariff wipes over AU$1 billion from CSL value
• October 2025: CSL share price plummets as shareholders vote against executive pay
• January 2026: CSL share price plunged 39% in 2025
• February 2026: CSL shares plunge 12% following weak half-year earnings and surprise CEO exit
• March 2026: CSL share price plunges to 8-year low
• April 2026: CSL outlines restructure plan, including separation of influenza business into separate entity
• May 2026: CSL share price hits lowest level in 10 years

Woodside (ASX: WDS)

• July 2025: Woodside boosts production; sells 40% stake in Louisiana LNG project
• September 2025: Woodside share price plummets, driven by weak financials
• October 2025: Woodside delivers strong Q3 results and optimistic full-year outlook
• January 2026: Woodside shares rise following record-breaking production numbers
• March 2026: Woodside share price hits multi-year high as Iran war triggers sector rally
• April 2026: Woodside announces plans to simplify operations and improve accountability
• June 2026: Woodside share price falls following Browse investment

BHP (ASX: BHP)

• July 2025: BHP defeated in landmark labour hire ruling, ordered to pay workers AU$30,000 more
• August 2025: BHP share price rises despite dividend cut and 26% profit drop
• September 2025: BHP called “un-Australian” over plans to cut 750 jobs
• October 2025: Blames mine closure and job losses on QLD’s coal royalties
• December 2025: Share price nears two-year high
• January 2026: BHP share price hits two-year high following half-year update
• February 2026: BHP shares hit record high following announcement of outsized dividend and US$4.3 billion silver deal
• March 2026: BHP share price plummets 21% amid market volatility and leadership shakeup
• April 2026: Share price climbs following strong Q3 update
• May 2026: BHP violates its decarbonisation strategy by spending hundreds of millions on polluting diesel trucks
• June 2026: BHP share price plummets over US$2.3 billion charge linked to Canadian potash project

WiseTech Global (ASX: WTC)

• October 2025: WiseTech shares plummet after ASIC and AFP raid Sydney office
• November 2025: WiseTech appoints new independent non-executive director
• December 2025: WiseTech CEO downplays customer criticism over price increases
• January 2026: WiseTech announces plans to acquire Centre for Customs and Excise Studies
• February 2026: WiseTech cuts global workforce by 30%
• March 2026: WiseTech shares hit multi-year low as damning reports emerge about founder’s insider trading allegations
• April 2026: WiseTech staff in limbo as 2,000 job cuts loom
• May 2026: WiseTech begins wave of redundancies, starting in South Korea and Mexico
• June 2026: WiseTech shares plunge following reports that police are investigating founder Richard White

Macquarie Group (ASX: MQG)

• November 2025: Macquarie misses earnings expectations, sending share price downward
• April 2026: Macquarie share price hits new high after month-long rally
• June 2026: Macquarie’s private bank and advice unit hit by wave of staff exits

Pro Medicus (ASX: PME)

• July 2025: Pro Medicus share price hits all-time high
• August 2025: Pro Medicus reports strong FY25 results
• February 2026: Pro Medicus shares plummet 22% despite strong earnings and record margins
• June 2026: Pro Medicus share price rises 10% in response to contract wins

Woolworths (ASX: WOW)

• September 2025: Woolworths share price drops 15% after profit miss
• October 2025: Sales fall short of expectations despite price-slashing strategy
• February 2026: Woolworths share price has best day on record following strong earnings results
• March 2026: Woolworths shares surge ahead of Coles
• June 2026: Plans to offshore hundreds of corporate jobs

Xero (ASX: XRO)

• September 2025: Xero share price hits 3-year low, with investors concerned about US expansion strategy
• May 2026: Share price plunges despite revenue growth
• June 2026: Xero shareholders to vote on increased CEO pay package

PLS Group (ASX: PLS)

• July 2025: Lithium bull market sends Pilbara shares up 46% in a month
• August 2025: Pilbara share price skyrockets due to Chinese supply disruption and strong results from Pilgangoora operation
• November 2025: Pilbara CEO claims Australia is losing lithium advantage to Brazil
• June 2026: Share price hits record high as lithium fundamentals rebound

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• Organise holdings according to your documented SMSF asset allocation and investment strategy, providing valuable insights throughout the year
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