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Tax
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Financial Technology
Financial Literacy
June 5, 2024
Tax

Investment Income Tax on Stocks in Australia

Investing in stocks not only offers the potential for capital gains, but can also provide ongoing income in the form of dividends and distributions. However, like all income, these earnings are sub...

Navarre Trousselot
June 5, 2024
Tax

Understanding Australian Investment Taxes for Stocks

Investing in stocks is a popular way to build wealth. However, navigating the tax implications associated with stock investments can be daunting. This guide explains the key tax implications associ...

Navarre Trousselot
June 5, 2024
Tax

The Last In First Out Strategy (LIFO)

The LIFO strategy is a way of calculating capital gains. It is used when people are trying to minimize their capital gain.This is because, usually, the last shares you bought will have a price that...

Navarre Trousselot
June 5, 2024
Tax

The Minimize Gain Tax Strategy

The Minimize Gain strategy is a way of calculating capital gains. It is used when people are trying to minimize their capital gain.The strategy is simple. When calculating the capital gain, you pro...

Navarre Trousselot
June 5, 2024
Tax

The First In First Out Strategy (FIFO)

The FIFO strategy is the most common way of calculating capital gains. It is often the default method used by accountants and people reporting their own taxes.The strategy is simple. When calculat...

Navarre Trousselot
June 5, 2024
Tax
Investing

Explained: Capital Gains Tax (CGT) on Stocks in Australia

If you invest in stocks, understanding the tax implications is crucial for optimizing your returns. One of the most significant taxes you’ll encounter is the Capital Gains Tax (CGT). This tax is ap...

Navarre Trousselot
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
June 7, 2022

How to Calculate Cash Dividends: A Complete Guide

Managing a complex portfolio and calculating cash dividends might be challenging. Here’s how it can be done with ease with a few formulas — and with the Navexa portfolio tracker.Most people who con...

Mileva S
May 26, 2022

How to Calculate the ROI of Your Crypto Investment

Tracking a cryptocurrency portfolio might be challenging. Here’s what experienced inventors use to understand their crypto ROI.Investing in cryptocurrencies can be challenging, especially for inves...

Mileva S
March 24, 2022

Strategies For Minimizing Tax On Investments

An introduction to some of the (legal) ways to optimize investment taxes in Australia.Paying tax is part of investing. While you can’t avoid paying tax (at least, not legally), there are several wa...

Thom Benny
January 25, 2022

Investment Tax Basics: Capital Gains, Dividend Income & Tax Implications

If you invest in Australia, the Australian Taxation Office requires you pay tax on both capital gains and dividend income. Here are some basic things to know about paying tax on your investments in...

Thom Benny
January 17, 2022

Thinking Long Term: Investing Your Way To Financial Freedom

Powerful ideas on building life-changing wealth — from passive income investment strategies to staying calm through stock market crashes and financial crises.How much do you think a person needs to...

Thom Benny
June 5, 2024

Investment Income Tax on Stocks in Australia

Investing in stocks not only offers the potential for capital gains, but can also provide ongoing income in the form of dividends and distributions. However, like all income, these earnings are sub...

Navarre Trousselot
June 5, 2024

Understanding Australian Investment Taxes for Stocks

Investing in stocks is a popular way to build wealth. However, navigating the tax implications associated with stock investments can be daunting. This guide explains the key tax implications associ...

Navarre Trousselot
June 5, 2024

The Last In First Out Strategy (LIFO)

The LIFO strategy is a way of calculating capital gains. It is used when people are trying to minimize their capital gain.This is because, usually, the last shares you bought will have a price that...

Navarre Trousselot
June 5, 2024

The Minimize Gain Tax Strategy

The Minimize Gain strategy is a way of calculating capital gains. It is used when people are trying to minimize their capital gain.The strategy is simple. When calculating the capital gain, you pro...

Navarre Trousselot
June 5, 2024

The First In First Out Strategy (FIFO)

The FIFO strategy is the most common way of calculating capital gains. It is often the default method used by accountants and people reporting their own taxes.The strategy is simple. When calculat...

Navarre Trousselot
June 5, 2024

Explained: Capital Gains Tax (CGT) on Stocks in Australia

If you invest in stocks, understanding the tax implications is crucial for optimizing your returns. One of the most significant taxes you’ll encounter is the Capital Gains Tax (CGT). This tax is ap...

Navarre Trousselot
May 26, 2022

How to Calculate the ROI of Your Crypto Investment

Tracking a cryptocurrency portfolio might be challenging. Here’s what experienced inventors use to understand their crypto ROI.Investing in cryptocurrencies can be challenging, especially for inves...

Mileva S
February 2, 2022

Tracking, Reporting & Paying Tax On Cryptocurrency In 2022

Our guide to what is — and is not — taxable for cryptocurrency investments in Australia. From basics like capital gains tax from selling crypto, to paying tax on crypto staking income, declaring...

Thom Benny
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
January 20, 2021

The Top 10 Performing Cryptocurrencies Of 2020 (Bitcoin Wasn’t Even Close)

Last year was packed from beginning to end with extreme and unexpected events. The cryptocurrency markets were no exception. In this post, we reveal the top 10 performing cryptos in 2020, how they...

Navarre Trousselot
September 10, 2020

The Ultimate Guide To Australian Crypto Tax

If you’re buying and selling cryptocurrencies in Australia, you need to know your tax obligations, the ATO’s position on cryptos and a couple of key ideas to help keep your crypto investing and tra...

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

Our TD Ameritrade Review: How To Get Started, Pros & Cons, And More

Our TD Ameritrade review covers key pros and cons of trading with one of North America’s most powerful platforms, how to open an account, transaction fees, how to use the variety of research and ed...

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
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
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

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