Blog

RewardSuper and Sharesight

by Scott Ryburn, CTO, Sharesight | Mar 16th 2010

RewardSuper is an Australian company that provides great web based tools to accountants to automate the labour intensive task of preparing transaction data for their clients' accounts. We have been working with RewardSuper on our upcoming broker Trade Confirmation Email processing feature where the backend PDF processing is handled by their RSTradeweb product. This will enable Sharesight clients to have their share portfolios automatically updated when they buy and sell shares.

We are also working towards a closer integration with RewardSuper to enable a secure mechanism for customers to have their detailed Sharesight portfolio data flow through to their accountant’s professional accounting systems via RewardSuper’s RSDataweb platform.

RewardSuper will be at the Institute of Chartered Accountants Self Managed Superannuation Funds Conference in Sydney this Friday 19 March. If you’re attending this event and are interested in finding out more about this partnership, please head over to the RewardSuper sponsor table.

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.