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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