Blog

Latest posts

Multi-asset

Why Sharesight is the best multi-asset portfolio tracker

by Stephanie Stefanovic | Jan 31st 2025

We explore how Sharesight helps you stay on top of your portfolio, optimise your performance and set yourself up for a successful year of investing.

CMC 2025 market outlook

ASX outlook for 2025: Shifting gears from banks to miners

by Fraser Allan, Head of Premium Client Services (Share Investing) at CMC | Jan 22nd 2025

CMC explores key market trends for 2025, including falling commodity prices and the rise of mining stocks, plus potential challenges and stocks to watch.

2025 predictions

2025 market forecast: Navigating the post-rally world

by Stephanie Stefanovic | Jan 14th 2025

After a historic rally, investing experts warn of challenges ahead as AI evolves and politics reshape the US investment landscape.

Advisors portfolio

Challenging traditional approaches to portfolio construction

by Andrew Starke | Jan 13th 2025

Learn why the 60/40 portfolio model is being challenged and how financial advisors can adapt portfolio construction for today's changing investment landscape.

How advisors can use AI

Five ways financial advisors can use AI to improve efficiency

by Stephanie Stefanovic | Dec 11th 2024

We explore five key ways that AI is helping financial advisors boost their efficiency, from automating workload to improving communication and client service.

top sharesight blogs 2024

Sharesight's top 10 investing blogs of 2024

by Stephanie Stefanovic | Dec 6th 2024

We look back on your favourite Sharesight blogs, from investing tips to users' favourite brokers, a compilation of the world's best blogs and more.

The art of the loss

The art of the loss: Getting better through investing mistakes

by John Addis | Nov 28th 2024

John Addis, author of How Not to Lose $1 Million, discusses "the art of the loss" and how investors can get better through their mistakes.

Cost of running an SMSF Patrick Poke

An unexpected cost of running an SMSF

by Patrick Poke, Founder of PLP Finance Media | Nov 14th 2024

This article covers the journey of new SMSF owners — the unexpected costs, surprises, and the tools they rely on to streamline their SMSF management.

Multi-generational wealth planning

How to create a multi-generational wealth plan

by Stephanie Stefanovic | Nov 12th 2024

We explore key approaches to developing a strong multi-generational wealth plan, including education, legacy planning and family governance structures.

How I manage my SMSF with Sharesight

How I manage my SMSF with Sharesight

by Andrew Bird | Nov 6th 2024

Sharesight chairman and experienced investor Andrew Bird shares how he uses Sharesight for his SMSF portfolio administration, performance and tax reporting.

Meg Heffron Division 296 tax

Division 296 tax: Essential strategies for SMSF trustees and advisors

by Stephanie Stefanovic | Nov 3rd 2024

For those who were unable to attend our Division 296 tax strategy webinar with Meg Heffron, you can watch the full video here.

Cybersecurity for advisors2

Cybersecurity best practices for financial advisors

by Stephanie Stefanovic | Oct 31st 2024

Learn how to protect your advisory practice from growing cyber threats and build resilience with key strategies for compliance and data security.