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Tax
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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
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
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
April 18, 2021

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...

Navarre Trousselot
February 22, 2021

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...

Navarre Trousselot
February 11, 2021

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...

Navarre Trousselot
September 15, 2020

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...

Navarre Trousselot
September 9, 2020

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...

Navarre Trousselot
July 14, 2020

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...

Navarre Trousselot

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