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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.

Top brokers for global trades

Top countries and brokers Aussies use to invest in global markets

by Stephanie Stefanovic | Oct 31st 2024

Looking at data from our userbase, we delve into Aussie investors' favourite global markets and stocks, plus the brokers they use for international trades.

Risk and return

Why risk and return is more important than ever for investors

by Stephanie Stefanovic | Oct 21st 2024

Choosing the right risk profile for your portfolio (and actually sticking to it) can make or break your investment strategy.

Top brokers for stocks and ETFs

Top brokers Aussies use to invest in stocks and ETFs

by Stephanie Stefanovic | Oct 3rd 2024

We take a look at the most popular brokers among Sharesight users in FY23/24, focusing on investments in stocks and ETFs.

Great Wealth Transfer2

Top 4 challenges advisors face in the Great Wealth Transfer

by Stephanie Stefanovic | Sep 20th 2024

An estimated $68 trillion will transfer from Baby Boomers to their descendants in the next 20-30 years, posing unique challenges for financial advisors.

Betashares ETF investing for income

Generating income with ETFs

by Annabelle Dickson | Sep 18th 2024

Investing in income-focused ETFs can be a good alternative to term deposits, rental properties and stocks, providing diversification while minimising effort.

How to track ETFs

How to track exchange-traded funds (ETFs)

by Stephanie Stefanovic | Sep 13th 2024

In this article we discuss the history of ETFs, some of the tax considerations for investors and how you can track the performance of your ETFs with Sharesight.

ETFs for experienced global investors

Going global with ETFs: Strategies for international investing

by Annabelle Dickson | Sep 11th 2024

Australian investors once focused on the ASX, but the success of US tech stocks and rise of international shares ETFs has changed the investing landscape.

Building a multi-asset portfolio using ETFs

Building a multi-asset portfolio with ETFs

by Annabelle Dickson | Sep 4th 2024

ETFs offer a cost-effective, flexible way to access diverse assets, helping investors build portfolios aligned with their risk tolerance and goals.