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July 9, 2026
Navexa Updates

July 2026 Update: Tax Readiness, Smarter Imports & Navexa MCP

July’s Navexa update covers tax readiness, carry-forward capital losses, smarter importing, Navexa MCP and a quick mobile app preview.

Tom Wilson
July 7, 2026
Tax
Videos

ETF Tax Time In Australia: AMIT Statements, Cost Base Adjustments And CGT Explained

A plain-English guide to ETF tax reporting, AMIT statements, cost-base adjustments, CGT parcels and what Australian investors may need to track.

Navarre Trousselot
June 30, 2026
Navexa Updates

Need More Portfolios? You Can Now Add Them To Your Navexa Plan

Add extra portfolios to eligible Navexa plans without changing subscription, useful if you need another entity, SMSF, trust, company or account.

Tom Wilson
June 19, 2026
Tax
Videos

EOFY Tax Reporting in Navexa: Watch the 2025/26 Webinar

Watch Navexa’s EOFY 2025/26 tax webinar and learn how to review portfolio data, CGT reports, AMIT/AMMA details and accountant-ready tax reports.

Navarre Trousselot
ETF Tax Traps: CGT, Cost Base Adjustments And Better Records
June 12, 2026
Tax
Videos

ETF Tax Traps: CGT, Cost Base Adjustments And Better Records

Navarre Trousselot joined Owen Rask to explain ETF tax traps, CGT, cost base adjustments and why better portfolio records matter.

Navarre Trousselot
June 11, 2026
Navexa Updates

Navexa June Update: Finding Tools, Recording Sales And Navigating The New Platform

In this June update, we show where to find exports, record sales, check income and tax reports, and navigate common tools in Navexa.

Tom Wilson
August 18, 2022

8 Portfolio Performance Metrics Investors Should Understand

Measuring portfolio performance can seem like a complex, dark art. We introduce eight powerful portfolio performance metrics for better understanding investments.When it comes to investing, you wan...

Leo Smigel
August 10, 2022

How to Use the Discounted Cash Flow Model to Value A Stock

The discounted cash flow (DCF) method can help you calculate the current value of an investment. DCF can be used to value companies, stocks, and bonds. Keep reading to learn how to use it. Determin...

Mileva S
August 1, 2022

The 12 Key Metrics of Dividend Investing

Discover the twelve key metrics investors use to assess dividend-paying stocks and the companies behind them.Investing in dividend stocks is one of the proven, long term methods of building wealth...

Mileva S
July 19, 2022

How to Calculate Compound Annual Growth Rate

Compound annual growth rate, or CAGR, is one of the key methods for calculating investment performance. Here’s how to calculate it manually — and a fast way to automatically see an investment’s com...

Mileva S
July 19, 2022

How To Calculate Time-Weighted Return

Time-weighted return is one of the most popular ways of measuring investment performance and calculating returns. We explain how to calculate TWR and explore other key methods of tracking portfolio...

Mileva S
June 20, 2022

The Rule of 72: What Is It, and How You Can Use It In Your Investing?

Using the Rule of 72 is a simple method for getting an approximate idea of how long it takes for your money to double. So how can you use it in tracking your investments?In a perfect world, investo...

Mileva S
July 7, 2026

ETF Tax Time In Australia: AMIT Statements, Cost Base Adjustments And CGT Explained

A plain-English guide to ETF tax reporting, AMIT statements, cost-base adjustments, CGT parcels and what Australian investors may need to track.

Navarre Trousselot
June 19, 2026

EOFY Tax Reporting in Navexa: Watch the 2025/26 Webinar

Watch Navexa’s EOFY 2025/26 tax webinar and learn how to review portfolio data, CGT reports, AMIT/AMMA details and accountant-ready tax reports.

Navarre Trousselot
ETF Tax Traps: CGT, Cost Base Adjustments And Better Records
June 12, 2026

ETF Tax Traps: CGT, Cost Base Adjustments And Better Records

Navarre Trousselot joined Owen Rask to explain ETF tax traps, CGT, cost base adjustments and why better portfolio records matter.

Navarre Trousselot
May 17, 2026

5 Tax Traps Australian Investors Should Check Before 30 June

Five common tax traps Australian investors should check before 30 June, including FIFO, capital losses, broker records and AMIT adjustments.

Navarre Trousselot
May 15, 2026

How to Track Australia's New CGT Changes (And How Navexa Will Help)

The 2026-27 Federal Budget proposes replacing the 50% CGT discount with cost base indexation and a 30% minimum tax rate from 1 July 2027. For investors, the challenge is not just the tax impact.

Tom Wilson
June 5, 2024

Investment Income Tax on Shares and ETFs in Australia

A short guide to investment income tax on Australian shares and ETFs, including dividends, franking credits, DRPs and distributions.

Navarre Trousselot
February 5, 2020

Is Warren Buffet Wrong About Bitcoin?

You might not know this about Navexa yet, but we don’t just offer portfolio tracking for traditional Australian investments.We also provide full portfolio tracking for the cryptocurrency markets...

Navarre Trousselot
February 22, 2023

Yahoo Finance vs Navexa: Portfolio Trackers Comparison

Pen and paper. Then a spreadsheet. Now digital apps. You no longer need to do napkin maths to figure out how your investments are doing thanks to automated portfolio trackers like Yahoo Finance...

Elena Prokopets
June 28, 2021

Fidelity Review 2022: Pros, Cons and How to Trade

Fidelity is one of the largest trading platforms in the world. This Fidelity review looks at the company’s history, the types of investments it supports, different account types, trading fees, pros...

Navarre Trousselot
June 13, 2021

TD Ameritrade Review: What Happened After Schwab?

TD Ameritrade has moved to Schwab. Here’s what changed, what former TD users may need to check, and how Navexa helps track Schwab portfolios.

Navarre Trousselot
May 19, 2021

Blockfolio vs. Delta vs. Coinbase: 3 Things You Should Know Before Signing Up

Buying, trading and tracking cryptocurrencies? Chances are you’ll come across Blockfolio, Delta and Coinbase. Here, we explain how to use each — comparing Blockfolio vs Delta, Blockfolio vs Coinbas...

Navarre Trousselot
May 14, 2021

How To Easily Upload Your CoinSpot File Into Navexa

CoinSpot is a major Australian cryptocurrency exchange used by thousands across the country to buy and sell Bitcoin, Ether and alt-coins. Navexa supports file uploading for CoinSpot users, allowing...

Navarre Trousselot
May 4, 2021

SelfWealth Review: What You Should Know Before Switching To SelfWealth

In this SelfWealth Review, we take a look at one of the leading platforms in a new breed of Australian trading apps making the stock market more accessible to investors than ever before.SelfWealth...

Navarre Trousselot
February 22, 2023

Yahoo Finance vs Navexa: Portfolio Trackers Comparison

Pen and paper. Then a spreadsheet. Now digital apps. You no longer need to do napkin maths to figure out how your investments are doing thanks to automated portfolio trackers like Yahoo Finance...

Elena Prokopets
November 1, 2022

How to Calculate Dividend Yield

Dividend yield is what drives income investors to buy shares. It’s what companies pay their shareholders as both reward and incentive. We explain dividend yield and how to easily calculate it...

Mileva S
October 5, 2022

Sixteen Of The Best Investing & Personal Finance Blogs & Podcasts

In this post, we profile 16 of the best investing, personal finance blogs and podcasts (and YouTube channels) you’ll find on the web in 2022. Whether you’re new to personal finance and investing...

Thom Benny
September 15, 2022

11 Key Stock Market Sectors For Investors

Different market sectors offer unique opportunities and risk for investors, as well as ways to diversify a portfolio. These are the 11 key market sectors, and the pros and cons of each...

Mileva S
September 1, 2022

Tax Implications For Australians Investing in Foreign Stocks

Foreign investment taxes can be complex. Generally, investors will pay capital gains tax or income tax, depending on the conditions. Here’s how to deal with Australian taxation on foreign investmen...

Mileva S
August 23, 2022

How to Calculate Total Stock Return

Total Stock Return is an investment performance metric that measures capital gains & income together. Here’s how to calculate it, use it, pros & cons, and more. It’s vital to understand how your...

Mileva S

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