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Cybersecurity for advisors2

Cybersecurity best practices for financial advisors

by Stephanie Stefanovic | Oct 23rd 2024

Learn how to protect your advisory practice from growing cyber threats and build resilience with key strategies for compliance and data security.

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.

Tracking dividend metrics

6 key metrics every dividend investor must track

by Prashant Mohan | Aug 22nd 2024

This blog explains six key metrics that dividend investors should be tracking to achieve success, and how they can be tracked in Sharesight.

Dividend vs share buybacks

Dividends vs. share buybacks: Which is better for investors?

by Stephanie Stefanovic | Jul 17th 2024

We take a look at dividends and share buybacks, discussing the pros and cons of each, the tax implications and which one is more beneficial for investors.

Capital gains tax (CGT) calculator Sharesight

Capital gains tax (CGT) calculator for Australian investors

by Angela Thompson | Jul 8th 2024

Sharesight's Australian capital gains tax calculator is the easiest way to calculate CGT on your investment portfolio. Read more on CGT rates, rules & more.

Record-keeping requirements for Australian investors

Record-keeping requirements for Australian investors

by Stephanie Stefanovic | Jun 6th 2024

Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.