Navexa Blog

Ideas & resources on investing, financial literacy & fintech

Try Navexa Free
All
Investing
Tax
Cryptocurrencies
Financial Technology
Financial Literacy
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
August 11, 2021

How Trading Fees Impact Long-Term Portfolio Performance

Many investors are not aware that trading fees can impact their long term portfolio performance. When you consider that 50 trades a year at $20 a trade becomes $1,000 in fees, you can see how tradi...

Navarre Trousselot
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 20, 2021

How To Read Level 2 Market Data

Level 2, or level II, market data refers to real-time access to an additional layer of information about the market’s depth and momentum. If you’re a trader, or you’d simply like to learn more abou...

Navarre Trousselot
June 4, 2021

The Zig Zag Indicator Formula — What It Is And How To Calculate It

Understanding a stock’s trend is a vital part of trading, and a key focus for technical analysis. This post explains what the zig zag indicator formula is and shows you the basics of how to calcula...

Navarre Trousselot
May 27, 2021

Why You Must Understand Asset Allocation Models For Your Portfolio

Asset allocation is perhaps the most important concept at play in the world of portfolio management today. Learn what asset allocation is, how it applies to your portfolio, and what the best asset...

Navarre Trousselot
May 5, 2021

Common Stock vs Preferred Stock: Key Differences, Pros & Cons

Common stock versus preferred stock — not sure where to start? In this post, we explain these different types of stocks, what they mean for shareholders, and the key qualities of common stock as op...

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
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
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

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, 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
May 15, 2020

A Beginner’s Guide To Stock Valuation

How do you work out which stocks you want to invest in? These are some of the main ways you can determine the value of a potential investment (and a handy calculator in Navexa account to help).How...

Navarre Trousselot

Start Tracking Your Portfolio

See all your stock and crypto investments’ performance together in one account. Track capital gains, dividend & staking income, trading fees and more.

Try Navexa Free

Optimize your investment journey.

Product

PerformanceTax ReportingIntegrations

Who is it for

Individual InvestorsFinancial AdvisorsAccountants

Pricing

Pricing & Plans

Company

AboutContactBlogThe Benchmark

Tools

Fund Comparison ToolDividend Performance Tool
Switch region: Global United States Australia

IMPORTANT: Information published on the Navexa blog, website and in our email content does not constitute personal financial advice. All our content is for general informational purposes only. Before making financial decisions, we encourage you to seek appropriate legal, tax, and other professional advice. Copyright of information provided on this website is owned by Navexa.

Terms & ConditionsPrivacy Policy

© 2024 Navexa. All rights reserved.