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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
June 4, 2026
Navexa Updates

The New Navexa Platform Is Here

In April 2026, Navexa launched a redesigned platform built to make portfolio tracking faster, cleaner, and easier to manage. Here’s what changed.

Tom Wilson
May 17, 2026
Tax
Videos

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
Tax

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
May 12, 2026
Navexa Updates

Navexa May Update: Getting Tax Ready, Faster Imports And What’s Coming Next

Navexa’s May update covers tax readiness, global platform improvements, AI importing, faster portfolios, mobile app progress and support updates.

Tom Wilson
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
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
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
June 5, 2024

Understanding Australian Investment Taxes for Shares

A short guide to the two main Australian tax areas share investors should understand: investment income and capital gains tax.

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
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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