Blog

Announcing a new partner — Bank of Queensland

by Doug Morris, CEO, Sharesight | Jun 10th 2016

We're excited to announce Bank of Queensland is now offering their clients access to Sharesight. Bank of Queensland's unique owner-branch model is well suited to our values at Sharesight. BOQ serves the communities they operate in, just as we like to serve investors.

Bank of Queensland + Sharesight

Investors using BOQ Trading can link to Sharesight for performance tracking, tax reporting, and our award-winning connection to Xero. Portfolio histories, including past buys and sells, dividends, DRPs, and corporate actions are all available on Sharesight in just a few clicks. Ongoing trades are automatically recorded as well. It's easy to import portfolios from other brokers for a total wealth perspective.

hero - sharesight + boq

Bank of Queensland offers their clients low-cost brokerage rates, market leading research, charting, mFunds, and analytical tools for active traders. And with the addition of Sharesight, all investors -- those with a few shares and those running an SMSF -- will benefit from an easy-to-use, but powerful portfolio platform that connects to a growing ecosystem of investor-friendly applications. We focus on making it easy for investors to gain an accurate picture of their portfolio’s performance and to end the reliance of spreadsheets and manual efforts. Welcome Bank of Queensland clients!

FURTHER READING

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.