DIY Tax Return | Sharesight Setup Guide | Track Your Expenses

Watch, Learn, Automate!

Tax Tips, Excel tutorials, and Sharesight guides —straight from YouTube.

Join the List — Practical Guides for Aussie Investors & Business Owners

Resources

Quick links to:

Recent Posts

Capital Gains Tax (CGT) in Australia: A Complete Guide for Investors

Learn how Capital Gains Tax (CGT) works in Australia with this complete guide for investors, freelancers, and sole traders. Understand CGT rules, discounts, reporting tips, and automation tools to simplify tax time and maximize your returns.

How I Track My Entire Investment Portfolio with Sharesight — Shares, Property, Crypto & More

Learn how I use the free version of Sharesight to track my entire investment portfolio — including shares, ETFs, property, crypto, and cash — all in one place. This step-by-step video tutorial shows you how to automate trade imports, track income, and simplify tax reporting.

How to Add Loans to Sharesight and Track Your True Net Worth Automatically

Using borrowed money to invest? Learn how to add loans to Sharesight as negative cash accounts and calculate your portfolio’s net worth—including margin loans and property debt. This guide walks you through setup, customization, and reporting tips.

Sharesight vs Kubera: Which Investment Tracker Delivers the Best Value?

Looking for the best investment tracker? I compare Sharesight and Kubera side-by-side to help you choose the right tool for your portfolio. From tax reporting to crypto integration, here’s what you need to know.

Sharesight Review: An Accountant’s Take on CGT, DRPs & Tax Reporting

Sharesight promises to simplify tax reporting for investors—but does it deliver? As an accountant, I break down the pros, cons, and common mistakes to watch out for, plus how to set it up correctly for CGT and dividend tracking.

Track Expenses Automatically in Excel — Free Budget Spreadsheet

Learn how to download bank transactions, auto-categorize your spending, and build a monthly budget — all in Microsoft Excel. No subscriptions, no cloud apps, and no tech jargon. This offline expense tracker is built for sole traders, side hustlers, and privacy-first creators who want results, not theory. Let me know if you'd like alternate versions for landing page copy or meta tags too!

About me

I’ve spent my career helping successful people protect and grow their wealth—and now I’m sharing those lessons with you. From Aussie tax tips and investor tools to Expense Tracking Excel templates, my goal is to make smart money strategies practical and empowering for everyone.