Navexa Blog

Ideas & resources on investing, financial literacy & fintech

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...

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...

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...

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...

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...

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...

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...

Navexa 3.0: A New Breed Of Portfolio Tracker

In October 2023, we unveiled a major new update to the Navexa Portfolio Tracker. Here’s an explainer on the key changes. Navexa started life as a basic portfolio tracking tool. Today, it’s develop...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Short Float: What, Why, How & Examples

For the everyday investor, the world of short selling can seem like a dark and mysterious art. Perhaps one of the least understood terms in it is the ‘short float’. In this article, we explain what...

Dividend Reinvestment Plans: Some of the Key Pros & Cons

Dividends don’t always arrive in the form of cash. Some stocks allow investors to automatically reinvest their dividend payments into additional shares. Here, we take a look at some of the positive...

Ex-Dividend Dates Explained: What, When & Why

What does it mean when a stock goes ‘ex-dividend’? As you’ll see in this brief guide, the ex-dividend date is an important part of the income investing — and, potentially the value investing — proc...

Three Mistakes To Avoid When Calculating Portfolio Return

The truth about portfolio performance and investment returns is a lot more complex than most people realise. Here’s three tips on better understanding how your money is performing in the market ove...

Finding Financial Freedom By Creating Passive Income

Financial independence or ‘freedom’ is the ultimate goal for many. But what is it, exactly? We take a look at the role of passive income and intelligent financial management in building financial...

What If You Were Building Wealth From Scratch?

If you had to start building wealth from zero today, where would you begin? Discover some of the timeless laws of investing and the new opportunities in modern financial technology.The times they...

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