Blog
Insights for Australian investors — portfolio tracking, tax strategies, and market commentary.
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
5 June 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
5 June 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
5 June 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
5 June 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
5 June 2024
The Maximize Gain Tax Strategy
The Maximize Gain strategy is a method of calculating capital gains. It is used when investors are trying to maximize their capital gain.The strategy is simple. When calculating the capital gain...
Navarre Trousselot
5 June 2024
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...
Thom Benny
30 October 2023
TDDI #008: I was overexposed and didn’t even know it
As a 24-year-old, who’d just started investing, I was excited.I wanted to put my hard-earned money to work.I wanted to make money while I slept.I wanted to invest as much as I could.But…I didn’t...
Navarre Trousselot
22 June 2023
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TDDI #007: Love It Or Hate It (Just Don’t Overpay It)
There is an element to investing that people try to ignore.It’s not fun.It’s not sexy.And it involves you losing a chunk of your hard earned investment gains.Of course, I’m talking about tax. I’m...
Navarre Trousselot
8 June 2023
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TDDI #006: My Controversial Opinion On Diversity (In Index Funds)
A lot of people talk about buying index tracking ETFs.Finfluencers.Gurus.Friends.Even Warren Buffett has promoted index tracking ETFs.The idea behind this is that you get decent diversification rel...
Navarre Trousselot
1 June 2023
TDDI #005: Dead Investors are doing better than you!
What makes you a good investor?Is it because you make great decisions?You have the most knowledge?A killer strategy?What if I told you that, even if you had all three of these, you may not be doing...
Navarre Trousselot
25 May 2023