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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.

November product updates

Sharesight product updates – November 2024

by Ben Clendon | Nov 10th 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

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.

Top 20 NZ trades Oct24

Top trades by New Zealand Sharesight users — October 2024

by Stephanie Stefanovic | Oct 30th 2024

Welcome to Sharesight’s October 2024 trading snapshot for New Zealand, featuring the top 20 trades made by New Zealand Sharesight users.

Top 20 trades Global Oct24

Top trades by global Sharesight users — October 2024

by Stephanie Stefanovic | Oct 29th 2024

Welcome to Sharesight’s October 2024 trading snapshot for global investors, featuring the top 20 trades made by Sharesight users worldwide.

Top 20 trades AU Oct24

Top trades by Australian Sharesight users — October 2024

by Stephanie Stefanovic | Oct 28th 2024

Welcome to Sharesight’s October 2024 trading snapshot, where we look at the top 20 trades by Australian investors on our platform.

Drawdown risk report

Calculate portfolio risk with Sharesight's risk reporting tool

by Ben Clendon and Stephanie Stefanovic | Oct 27th 2024

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.

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.