Remember all that stuff that they didn’t teach you in school? No? Well, How To Money is here to discuss everything from taxes to first jobs to superannuation. Join Kate as she takes on the task of demystifying the confusing world of money, and kickstart your own financial future.
The How To Money podcast is hosted by Kate Campbell. Kate is passionate about helping young Australians kickstart their personal finance journey, by giving them the tools and resources they need to take control of their financial future. Connect with Kate at howtomoney.online or on Insta @HowToMoneyAUS.
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Remember all that stuff that they didn’t teach you in school? No? Well, How To Money is here to discuss everything from taxes to first jobs to superannuation. Join Kate as she takes on the task of demystifying the confusing world of money, and kickstart your own financial future.
The How To Money podcast is hosted by Kate Campbell. Kate is passionate about helping young Australians kickstart their personal finance journey, by giving them the tools and resources they need to take control of their financial future. Connect with Kate at howtomoney.online or on Insta @HowToMoneyAUS.
Making Investment Admin Less Painful with Sharesight
How To Money
37 minutes
3 years ago
Making Investment Admin Less Painful with Sharesight
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
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How To Money
Remember all that stuff that they didn’t teach you in school? No? Well, How To Money is here to discuss everything from taxes to first jobs to superannuation. Join Kate as she takes on the task of demystifying the confusing world of money, and kickstart your own financial future.
The How To Money podcast is hosted by Kate Campbell. Kate is passionate about helping young Australians kickstart their personal finance journey, by giving them the tools and resources they need to take control of their financial future. Connect with Kate at howtomoney.online or on Insta @HowToMoneyAUS.
