Blog
Insights for Australian investors — portfolio tracking, tax strategies, and market commentary.
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
19 July 2022
How To Calculate And Report Your Capital Gains In 2022
Your guide to calculating capital gains tax in Australia in 2022. From tax rates, CGT events, taxable income and more. Plus, discover four key tax reporting strategies investors use to adjust and...
Thom Benny
27 June 2022
The Rule of 72: What Is It, and How You Can Use It In Your Investing?
Using the Rule of 72 is a simple method for getting an approximate idea of how long it takes for your money to double. So how can you use it in tracking your investments?In a perfect world, investo...
Mileva S
20 June 2022
How to Calculate Cash Dividends: A Complete Guide
Managing a complex portfolio and calculating cash dividends might be challenging. Here’s how it can be done with ease with a few formulas — and with the Navexa portfolio tracker.Most people who con...
Mileva S
7 June 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
26 May 2022
Strategies For Minimizing Tax On Investments
An introduction to some of the (legal) ways to optimize investment taxes in Australia.Paying tax is part of investing. While you can’t avoid paying tax (at least, not legally), there are several wa...
Thom Benny
24 March 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
2 February 2022
Investment Tax Basics: Capital Gains, Dividend Income & Tax Implications
If you invest in Australia, the Australian Taxation Office requires you pay tax on both capital gains and dividend income. Here are some basic things to know about paying tax on your investments in...
Thom Benny
25 January 2022
Thinking Long Term: Investing Your Way To Financial Freedom
Powerful ideas on building life-changing wealth — from passive income investment strategies to staying calm through stock market crashes and financial crises.How much do you think a person needs to...
Thom Benny
17 January 2022
Why Your Brokerage Account Might Not Reflect Your True Portfolio Performance
Your trading account is designed to help you buy and sell investments. While it shows you a bunch of metrics related to your portfolio, it might not reflect your actual returns or performance. This...
Navarre Trousselot
25 August 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
11 August 2021