Home  >  articles

Latest Articles

Latest
Investor Education
Shares
Macro
Asset Allocation
Investment Themes
Property
Expert Perspectives
Fixed Interest
Commodities
ESG
Managed Fund
Private Assets
$3 Million Super Tax Cap: Why It's Time to Revisit Your Retirement Strategy

SUPERANNUATION ACCOUNTSINVESTOR EDUCATION

Thu 22 May 2025
$3 Million Super Tax Cap: Why It's Time to Revisit Your Retirement Strategy
Australia’s retirement planning landscape is shifting. Labor’s proposal to introduce a 30% tax on super balances above $3 million has sparked significant concern and has forced many wealthy Australians to revisit what they once considered to be rock-solid, tax-efficient retirement plans. The Treasury estimates the changes will initially impact around 80,000 people.
Why Managed Funds & ETFs Happily Coexist in Most Portfolios

MANAGED FUNDETFINVESTOR EDUCATION

Wed 21 May 2025
Why Managed Funds & ETFs Happily Coexist in Most Portfolios
The managed fund versus ETF debate continues to rage across financial markets. Whilst some would argue that ETFs have been winning that debate for many years, there are compelling benefits of investing in managed funds alongside ETFs that are worth being aware of. Let’s unpack the nuances, and discover the benefits of a combined ETF/managed fund strategy…
Finding the Wood for the Trees Amidst the ETF Universe

ETFMANAGED FUNDINVESTOR EDUCATION

Mon 19 May 2025
Finding the Wood for the Trees Amidst the ETF Universe
They track well-known indexes. They have easy to understand themes. They’re straightforward to trade. Exchange-traded funds (ETFs) are here to stay as mainstream investment vehicles which make millions of investors’ lives easier. For most investors, choosing the right ETFs can be a pivotal step in building a successful investment portfolio. With the vast array of ETFs available, each tailored to different sectors, asset classes, and investment strategies, selecting the right ETFs requires careful consideration…
Can AI Really Give You Quality Financial Advice? We’re Closer Than You Think

INVESTOR EDUCATION

Thu 15 May 2025
Can AI Really Give You Quality Financial Advice? We’re Closer Than You Think
AI-powered financial tools are quietly transforming how Australians access financial guidance. From robo-advisers to digital advice apps, these platforms offer personalised, licensed advice on demand, without the waitlists, paperwork, or high price tag of a traditional adviser. It’s a compelling offer, especially as investors’ financial lives grow more complex, shaped by rising assets, changing family structures, and shifting retirement goals.

Explore 100's of investment opportunities and find your next hidden gem!

Search and compare a purposely broad range of investments and connect directly with product issuers.

Explore Investments

Explore Articles

Investing for income? Here’s what you should know

INVESTOR EDUCATION

Wed 14 May 2025
Investing for income? Here’s what you should know
Many Australian investors continue to focus on income-generating investments. However, with ongoing market volatility, it’s worth thinking carefully about the way that you allocate to income generating investments in a portfolio.
What’s Keeping Ray Dalio Up at Night?

ASSET ALLOCATIONMACROINVESTOR EDUCATIONMANAGED FUND

Wed 14 May 2025
What’s Keeping Ray Dalio Up at Night?
The financial world isn’t short of voices claiming the end is nigh. It’s always been the case, and always will be the case.
Private credit: What to look for in an asset manager

INVESTOR EDUCATION

Wed 14 May 2025
Private credit: What to look for in an asset manager
With private credit garnering plenty of media attention lately, it’s important for investors to understand the underlying variations across this asset class. Here we discuss some key points about private credit funds and how they work, as well as some key differences between them.
Unlocking Abundance Through High Standards

INVESTOR EDUCATIONMANAGED FUND

Mon 12 May 2025
Unlocking Abundance Through High Standards
Navigating the investment world can feel like a never-ending quest for the next big win. Investors all around the world pore over spreadsheets, dissect earnings reports, and dream of compounding their returns into the exponential returns the charts tell us are possible.
Relying on an Inheritance? That’s Not a Risk You Can Afford

INVESTOR EDUCATION

Thu 8 May 2025
Relying on an Inheritance? That’s Not a Risk You Can Afford
Inheritances are becoming a key part of Australia’s wealth story. Over the next two decades, more than $3.5 trillion is expected to change hands — with around $10 billion inherited each month.
Think You Can Time the Market? Think Again

INVESTOR EDUCATIONMANAGED FUND

Wed 7 May 2025
Think You Can Time the Market? Think Again
Research has long recognised the inconvenient truth that investment losses sting with around double the intensity of the joy an investment profit can bring. Hence, a gain of $10,000 makes you smile, but a loss of the same amount feels like a punch to the gut.
Does the ASX Offer the Income Generation Potential It Once Did?

MANAGED FUNDINVESTOR EDUCATION

Tue 6 May 2025
Does the ASX Offer the Income Generation Potential It Once Did?
With the ASX 200 yielding a mere 3.5%, it’s not just lagging behind traditional term deposits but is also outshone by the enticing offers from private credit providers. When you throw into the mix the fact that ASX dividends are trending downwards, it’s no surprise that some investors are dismissing the once-popular dividend strategy.
Your Shortcut to Finding the Right Financial Adviser

INVESTOR EDUCATION

Thu 1 May 2025
Your Shortcut to Finding the Right Financial Adviser
Finding the right financial adviser isn’t always easy — especially when the financial decisions at stake are rising each year. With Australia on the cusp of a $3.5 trillion generational wealth transfer, the need for trusted advice has never felt more urgent.
The US-Europe Fund Flow Dance

ASSET ALLOCATIONINVESTMENT THEMESINVESTOR EDUCATION

Wed 30 Apr 2025
The US-Europe Fund Flow Dance
A year ago, the US equities story was the about the only investment game in town. How things have changed since the US tariffs were announced and the ‘Trump Dump’ began.
The Lowdown on the Recent Surge in Leverage

INVESTMENT THEMESMACROINVESTOR EDUCATION

Mon 28 Apr 2025
The Lowdown on the Recent Surge in Leverage
There’s an interesting trend afoot in global investment markets of late: appetite for leverage had risen to unusually high levels over the past couple of weeks. That may surprise you to hear given financial leverage tends to be best suited to more stable, predictable market conditions than we’ve witnessed of late. We investigate what it means for investors below…
SMSF Loans: What Trustees Often Get Wrong

SUPERANNUATION ACCOUNTSINVESTOR EDUCATION

Fri 25 Apr 2025
SMSF Loans: What Trustees Often Get Wrong
A growing number of Australians are turning to self-managed super funds (SMSFs) to take greater control of their retirement savings—and for many, property sits at the heart of that strategy. According to the latest ATO figures, SMSFs held $1.02 trillion in assets at the end of the December 2024 quarter. While listed shares remain the largest allocation, direct property makes up 16.5% of total SMSF assets.
Commercial Property may be Ready to Play Defence

PROPERTY & CONSTRUCTIONMANAGED FUNDINVESTOR EDUCATION

Thu 24 Apr 2025
Commercial Property may be Ready to Play Defence
As Trump’s tariffs continue to scare global markets, investors are increasingly searching for defensive assets positioned to deliver regardless of what comes out of the American commander-in-chief’s mouth.
The Underappreciated World of Investment Bonds

ASSET ALLOCATIONINVESTOR EDUCATION

Wed 23 Apr 2025
The Underappreciated World of Investment Bonds
As global markets swing between optimism and uncertainty like a pendulum, investors are increasingly on the lookout for alternative ways to fortify their portfolios.
Big Balances, Bigger Targets: Why Scammers Love Investors

INVESTOR EDUCATION

Thu 17 Apr 2025
Big Balances, Bigger Targets: Why Scammers Love Investors
Fraud rarely makes the top of a portfolio review. But it should. As scammers grow increasingly sophisticated, investors across Australia are finding themselves on the front line of financial crime—often without realising it until it’s too late.
The Mediocre Country Syndrome: How Australia is Positioned in this Strange New World

MACROMANAGED FUNDASSET ALLOCATION

Wed 16 Apr 2025
The Mediocre Country Syndrome: How Australia is Positioned in this Strange New World
Amidst this strange new world of trade wars and deteriorating geopolitical relationships, Australia finds itself in a peculiar position: a land of promise and opportunity wrestling with the spectre of mediocrity at a time when competitive advantage is everything. More than ever, the country’s future depends on rising above the apathy that’s taken hold of the economy…
Active Fixed Income Management is Back in the Game

FIXED INTERESTMANAGED FUNDINVESTOR EDUCATION

Mon 14 Apr 2025
Active Fixed Income Management is Back in the Game
As markets wobble in the wake of President Trump’s tariffs, bonds are stepping up to the plate, providing a safe haven for investors while stocks plummet. Most bond ETFs and managed funds have started outperforming, with many reaching performance heights not seen in months.
Six Freedom-Crippling Retirement Planning Mistakes to Avoid

INVESTOR EDUCATIONSUPERANNUATION ACCOUNTS

Thu 10 Apr 2025
Six Freedom-Crippling Retirement Planning Mistakes to Avoid
Retirement today comes with more choice—and more complexity. With longer lives, rising living costs, and more personal control over income, navigating this phase takes more than just a solid super balance.
The Future of Transport: Innovations transforming how we move

INVESTOR EDUCATION

Wed 9 Apr 2025
The Future of Transport: Innovations transforming how we move
Technologies ranging from electric vehicles and self-driving cars to drones and hyperloop systems are redefining how people and goods move. The implications are enormous. While these innovations promise greater efficiency, sustainability and convenience, they pose disruptive challenges to traditional transport sectors and adjacent industries. And like every major technological shift, there will be winners and losers. Investors who spot the right opportunities early stand to make the most, while those who ignore these trends will miss the bus.
Zigging in Private Credit when Everyone Else is Zagging

FIXED INTERESTMANAGED FUNDINVESTOR EDUCATION

Wed 9 Apr 2025
Zigging in Private Credit when Everyone Else is Zagging
After our recent investor event, we sent out a survey regarding the topics investors would like to hear more about. One asset class dominated all others in the feedback: private credit. Investors were clear: the prospect of solid risk-adjusted returns without the volatility of listed markets is fuelling their interest in private credit.
The Future of Travel: How AI-powered travel agents are revolutionising the industry

INVESTOR EDUCATION

Wed 9 Apr 2025
The Future of Travel: How AI-powered travel agents are revolutionising the industry
Planning and booking travel has long been a frustrating and time-consuming process. Travellers must sift through countless flight and hotel options, read reviews, juggle different booking platforms and coordinate schedules – all while trying to secure the best deals.

Recent Videos

Subscribe to our newsletter

Elevate your investment game with our exclusive weekly newsletter, curated for astute investors like you. Dive into deep market insights and uncover a purposely broad range of unfiltered opportunities. Join a community that thrives on informed choices. Don't just follow the market—lead it.