How to Track RSUs in Sharesight: A Step-by-Step Guide for Investors
Learn how to track your RSUs and employee stock plans in Sharesight—from grant to vesting, dividend income, and tax reporting. Includes portfolio setup and bonus tips.
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How to Import Opening Trades into Sharesight Using CSV (CommSec, Selfwealth, Superhero)
Learn how to securely import your opening investment balances into Sharesight using CSV files from brokers like CommSec, Selfwealth, and Superhero—no passwords required.
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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.
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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.
