Making Investment Admin Less Painful with Sharesight

How To Money

30-04-2022 • 37 mins

In this episode of the How To Money podcast, Kate Campbell chats to Douglas Morris, the CEO of Sharesight, a digital portfolio management platform. We talk about the less exciting but very important part of investing, the portfolio management and admin side of things, and cover off on what new investors need to be aware of and keep track of after they buy their first investment. We also discuss the difference between HINs, TFNs and account numbers, how can investors keep track of their portfolios overall performance and ways to make our lives easier as investors come tax time. Sharesight: sharesight.com/au Show Notes: howtomoney.online/how-to-money-podcast HTM Website: howtomoney.online HTM Instagram: @HowToMoneyAUS Please send any questions, feedback, or episode suggestions through to us at howtomoneyaus@gmail.com and if you enjoyed the episode we’d be thrilled if you left us a review on Apple Podcasts or Spotify. Just a reminder that everything we cover in this podcast is financial education only, we are not giving you any advice. If you do want advice please seek out a qualified and competent professional, and do some research. Remember it's your money - take control! Episode Recorded: 17/03/2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

You Might Like

The Daily Stoic
The Daily Stoic
Daily Stoic | Wondery
The Jordan B. Peterson Podcast
The Jordan B. Peterson Podcast
Dr. Jordan B. Peterson
The Ranveer Show
The Ranveer Show
BeerBiceps aka Ranveer Allahbadia
Coffee Break Italian
Coffee Break Italian
Coffee Break Languages
Coffee Break French
Coffee Break French
Coffee Break Languages
audiobooks world
audiobooks world
Audiobook world
Am I the Genius?
Am I the Genius?
youtube.com/@amithegenius
Learn Japanese with Japanese Made Easy
Learn Japanese with Japanese Made Easy
Japanese Made Easy Podcast
The You Project
The You Project
Craig Harper
Aussie English
Aussie English
Pete Smissen