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.
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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.
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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.
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How to Track Unlisted Property in Sharesight: A Step-by-Step Guide for Investors
Learn how to manually add residential property to your Sharesight portfolio, track market value, and include rental income for a complete view of your investment performance.
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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.
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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.
Click below to download the free Excel file and start tracking today.