Blog

Top trades by New Zealand Sharesight users — November 2024

Welcome to Sharesight’s November 2024 trading snapshot, featuring the top 20 trades made by New Zealand investors using Sharesight.

Top trades by Australian Sharesight users — November 2024

Welcome to Sharesight’s November 2024 trading snapshot, highlighting the top 20 trades made by Australian investors using Sharesight.

Track your Fidelity Investments trades in Sharesight

If you trade with Fidelity Investments, you can automatically track your trades in Sharesight, making it easier than ever to track your performance.

An unexpected cost of running an SMSF

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

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.