Latest posts
How to create a multi-generational wealth plan
We explore key approaches to developing a strong multi-generational wealth plan, including education, legacy planning and family governance structures.
Sharesight product updates – November 2024
This month's focus has primarily been on our new drawdown risk report (currently in beta), along with UI/UX enhancements and expanded broker support.
How I manage my SMSF with Sharesight
Sharesight chairman and experienced investor Andrew Bird shares how he uses Sharesight for his SMSF portfolio administration, performance and tax reporting.
Division 296 tax: Essential strategies for SMSF trustees and advisors
For those who were unable to attend our Division 296 tax strategy webinar with Meg Heffron, you can watch the full video here.
Cybersecurity best practices for financial advisors
Learn how to protect your advisory practice from growing cyber threats and build resilience with key strategies for compliance and data security.
Top countries and brokers Aussies use to invest in global markets
Looking at data from our userbase, we delve into Aussie investors' favourite global markets and stocks, plus the brokers they use for international trades.
Top trades by New Zealand Sharesight users — October 2024
Welcome to Sharesight’s October 2024 trading snapshot for New Zealand, featuring the top 20 trades made by New Zealand Sharesight users.
Top trades by global Sharesight users — October 2024
Welcome to Sharesight’s October 2024 trading snapshot for global investors, featuring the top 20 trades made by Sharesight users worldwide.
Top trades by Australian Sharesight users — October 2024
Welcome to Sharesight’s October 2024 trading snapshot, where we look at the top 20 trades by Australian investors on our platform.
Calculate portfolio risk with Sharesight's risk reporting tool
We explain the concept of risk, how it is calculated and how Sharesight’s risk reporting tool is one way that investors can calculate risk in their portfolio.
Why risk and return is more important than ever for investors
Choosing the right risk profile for your portfolio (and actually sticking to it) can make or break your investment strategy.
Export your trading history with Sharesight's all trades report
Sharesight’s all trades report makes it easy to view your trading history at a glance, or export the data to send to your accountant.