Investor Education Articles

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How to Build a More Tax-Aware Portfolio After the CGT Discount Shake-Up

Australia’s 2026-27 Federal Budget has dramatically changed the tax conversation in ways few budgets have. In particular, the Government’s plan to replace the 50% CGT discount with cost-base indexation and a 30% minimum tax rate from 1st July 2027 has massive investment implications.

Simon TurnerHead of Content (CFA)

22 June 2026

ETF vs Managed Fund Tax: What Australian Investors Need to Know

The only certainties in life are death and taxes, as the saying goes. Of course, what can be less certain is exactly how tax is applied to your earnings, particularly those from investments. Depending on the type of investment you have and what type of earnings you receive from it, tax can be affected.

Investor Education Managed Fund ETF

18 June 2026

· Sara Allen

· 7 MIN READ

The Wild West Investor: Three Portfolio Pillars for an Uncertain Future

For decades, investors relied on the classic 60/40 portfolio: 60% equities and 40% bonds. That worked well during an era characterised by declining interest rates and relatively stable inflation.

Investor Education Managed Fund Commodities Cash/Money Market

17 June 2026

· Simon Turner

· 6 MIN READ

Is AI Becoming a Bubble, or Just the Next Big Market Cycle?

The number of investors proclaiming they’ve made millions from AI infrastructure stocks is on the rise. That’s a dubious data point that’s surely synonymous with taxi drivers sharing the same hot stock picks near the peak of the market.

Technology Macro Investor Education Managed Fund ETF

15 June 2026

· Simon Turner

· 8 MIN READ

ETF vs Managed Fund Tax: What Australian Investors Need to Know

Investor Education Managed Fund ETF

18 June 2026

· Sara Allen

· 7 MIN READ

The Wild West Investor: Three Portfolio Pillars for an Uncertain Future

For decades, investors relied on the classic 60/40 portfolio: 60% equities and 40% bonds. That worked well during an era characterised by declining interest rates and relatively stable inflation.

Investor Education Managed Fund Commodities Cash/Money Market

17 June 2026

· Simon Turner

· 6 MIN READ

Is AI Becoming a Bubble, or Just the Next Big Market Cycle?

Technology Macro Investor Education Managed Fund ETF

15 June 2026

· Simon Turner

· 8 MIN READ

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

The Weird & Wonderful World of Fixed Income

Fixed income investing has long been seen as the sober counterpart to the wilder ride typical of equity investing. Investors generally invest in fixed income with the expectation of reliable income returns and capital preservation.

Fixed Interest Managed Fund Investor Education

24 June 2025

· Simon Turner

· 5 MIN READ

The Warning Lights Few Are Watching

The global equity market landscape is starting to feel a bit surreal. Key valuation metrics are flashing red, geopolitical stress is escalating, Wall Street professionals are heading for the exits, and the macroeconomic signals are anything but straightforward. Yet, global stock indices are flirting with all-time highs while retail investors appear unfazed by the mounting risks.

Macro Investor Education

23 June 2025

· Simon Turner

· 6 MIN READ

Growing Together: Why Contribution Splitting Matters

Growing your super often feels like a solo journey, but if you’re a couple planning for retirement, you can achieve far more together.

Investor Education Superannuation Accounts

19 June 2025

· Ankita Rai

· 6 MIN READ

Are You a Victim of Home Market Bias?

One of the more common and financially painful biases to be aware of is home market bias. It’s a major issue for Australian investors.

Investment Themes Managed Fund ETF Investor Education

18 June 2025

· Simon Turner

· 6 MIN READ

Don’t Overlook Small Caps After Twelve Years of Underperformance

Small cap stocks have long been the hunting ground of discerning investors seeking outperformance through the market inefficiencies that exist in this less-followed corner of the market.

Investment Themes Managed Fund Investor Education

16 June 2025

· Simon Turner

· 5 MIN READ

How to Select a High-Quality Mortgage Fund & an Example

Mortgage funds have surged in popularity in recent years due to the attractive yields on offer which are backed by tangible property assets. However, as the sector matures and becomes more crowded, it’s more important than ever that investors understand not all funds are created equal. The vast spectrum of mortgage fund disclosure is also important to understand, since much of it is below the minimum level required by prudent investors.

Fixed Interest Managed Fund Investor Education

13 June 2025

· Simon Turner

· 8 MIN READ

Don’t Miss Out on These Tax Savings as EOFY Looms

As the financial year draws to a close, it’s the ideal time to get your tax planning in order if you haven’t already. The good news is it’s not too late. A few smart moves now can still lower your tax bill and free up some extra savings. Here’s are five tax-saving steps to take before the month wraps up…

Investor Education

12 June 2025

· Ankita Rai

· 7 MIN READ

How to make More Money in Bond Funds with a Superior Understanding of Duration

In the world of bond investing, few concepts are as powerful, or as misunderstood, as duration. Often simplified as a measure of interest rate sensitivity, duration can be used as a powerful tool to help investors make more informed and profitable decisions when investing in bond funds. Moreover, understanding duration at a deeper level can significantly enhance investors’ returns and reduce their risk by optimising timing, improving fund selection, and navigating changing interest rate environments more effectively…

Fixed Interest Investor Education

11 June 2025

· Simon Turner

· 7 MIN READ

The Importance of Holding Cash in this Precarious Market

The world has changed and global markets appear to be trying to tell investors something important: this is a time for caution, not bravado. As global economic and geopolitical uncertainties deepen, one of the most underrated advantages you can give yourself is simple but not easy: holding a sizeable cash weighting…

Macro Investor Education

9 June 2025

· Simon Turner

· 5 MIN READ

Why Salary Sacrifice into Super Still Stacks Up

Salary sacrificing into super has long been one of the most effective ways to manage taxes while building long-term wealth. Even with new rules on the horizon—like the proposed tax on super balances above $3 million cap—the fundamental attractions of this strategy remain unchanged. In a high-tax environment, it’s worth taking a fresh look at how this tax-efficient strategy fits into your broader financial plan.

Superannuation Accounts Investor Education

5 June 2025

· Ankita Rai

· 5 MIN READ

Why U.S. Family Offices Are Going Longer America

While broader market sentiment remains clouded by geopolitical risks, rising U.S. government debt, and fears of a global economic slowdown, America’s wealthiest families are leaning into U.S. assets, not away from them.

Managed Fund ETF Investor Education

4 June 2025

· Simon Turner

· 5 MIN READ

The end of an epoch. Warren Buffett retires

Australian investors, engrossed in the 2025 Federal Election, may have missed a seismic shift in the global financial landscape: Warren Buffett, the legendary investor and CEO of Berkshire Hathaway, announced his retirement at the age of 94. On Saturday, during the company’s annual shareholder meeting in Omaha, Nebraska, Buffett revealed he would step down as CEO and chairman by the end of the year, handing the reins to Vice Chairman Greg Abel.

Investor Education

30 May 2025

· Roger Montgomery

· 9 MIN READ

Venture Capital Unlocked: What Every Investor Needs to Know | Conviction Capital | Episode 2

This episode of Conviction Capital features Mark Esterhuizen from Aura Ventures and Adrian Bunter from Sydney Angels as they discuss Australia's fast-growing venture capital (VC) market with host Juliette Saly.

US Markets in 2026 - Risks and Opportunities

Michael McCarthy, CEO of Moomoo ANZ and keynote speaker in the March Investor Webinar ‘Finding Value in Volatility’, delivers a compelling deep dive into the risks shaping US markets in 2026.

Contrarian Investing in an Age of Disruption

Simon Raubenheimer, Director at Contrarius Investment Management and a featured speaker in the March Investor Webinar ‘Finding Value in Volatility’, dives into how artificial intelligence is reshaping global investment opportunities.

Investor Education

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