In this Australian Investors Podcast episode, your host Owen Raszkiewicz chats with Navarre Trousselot, founder of Navexa, to discuss: - Why performance tracking matters more than you think - The origins of Navexa and its journey to become a full business - How most investors get tax reporting totally wrong - ETF and managed fund headaches – and how Navexa solves them 🧾 Navexa portfolio tracker: https://www.navexa.com/?fpr=rask If you love learning about investment strategy and smarter portfolio management, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube. Follow us on Instagram and TikTok for more investing insights. Topics Covered 1. Welcome and introduction to Navexa 2. How Navexa was born: solving a personal frustration 3. Why Comsec doesn’t show you the full picture 4. The power of tracking performance (and dividends) 5. Why ETF and managed fund tax is so tricky 6. Navexa’s user base and product evolution 7. CGT optimisation: legal tax strategies most investors ignore 8. Entity structuring and combining multiple portfolios 9. Advice for first-time investors and tax season prep 10. How to get started with Navexa Resources mentioned in this episode ⁠Try Navexa Free⁠⁠ https://www.navexa.com/?fpr=rask Four Ways To Legally Pay Less Tax https://www.navexa.com/lp3/tax-lm-landing-page Rask Resources 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: rask.com.au/fsg #Investing #Finance #AustralianInvestorsPodcast