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

Why lazy investors make more money

Are you a lazy investor? Or do you watch your portfolio each day like a hawk with a view to trading whenever necessary?

Investor Education Managed Fund ETF

3 Feb 2025

· Simon Turner

· 6 MIN READ

Intergenerational wealth: Why it matters

Australia is about to experience a major shift in wealth. According to a report by JB Were, by 2034, an estimated $4.9 trillion will be passed down from baby boomers and their parents to the younger generations. Inheritances are expected to have reached $150 billion in 2024, more than double the amount in 2002. With over 20% of Australians projected to be aged 65 or older by 2030, planning for this intergenerational wealth transfer has never been more important.

Investor Education

30 Jan 2025

· Ankita Rai

· 5 MIN READ

Starting Points Matter

I learned a valuable lesson in July 2022, the last year the S&P/ASX 200 index posted a negative return, that starting points matter. I had gone on leave to have my second child in December 2021 as markets were making all-time highs, the cash rate was on the floor (and the RBA was promising to keep it there for years) and a raft of IPOs were hitting the ASX.

Investor Education

30 Jan 2025

· Emma Fisher

· 5 MIN READ

Prepare for a resurgence of the healthcare sector

2024 was a bumpy ride for global healthcare investors with the sector lagging most economically sensitive sectors. There were also sector-specific challenges to navigate in the form of margin pressure, workforce shortages, and digital disruption. But at this juncture, the global healthcare sector’s fundamentals are stronger than ever thanks to a step-change in recent innovation as well as favourable demographic changes. Investors should arguably position themselves for a sector recovery…

Healthcare & Medical Investment Themes Managed Fund Investor Education

29 Jan 2025

· Simon Turner

· 5 MIN READ

The great global earnings expectations divergence

We all know the US has been attracting investment capital from all around the world at an unprecedented rate. What may be more surprising to some investors are the growing global divergences of earnings growth expectations by region, as well as within the US.

Macro Asset Allocation Investor Education

28 Jan 2025

· Simon Turner

· 5 MIN READ

SMSF cost-cutting tips every trustee should know

Self-managed super funds (SMSFs) are growing in popularity amongst investors seeking greater control over their retirement savings. While their benefits are significant, the costs—both setup and ongoing—can pose challenges, particularly for smaller funds. The good news is there are some costs-cutting tips which make SMSFs accessible to a wider portion of the investing population.

Superannuation Accounts Investor Education

23 Jan 2025

· Ankita Rai

· 5 MIN READ

Is a Volmageddon event brewing?

In the words of Russell Napier: ‘Financial history is the most important thing to study for anyone seeking to avoid the mistakes of the past.’ So what does financial history suggest may be coming in early 2025? And is a Volmageddon event (read: an extreme volatility event) brewing as a number of experts are warning? To answer those questions, we’ll focus on the main game in town, the S&P 500, since US stocks continue to drive global markets…

Macro Investor Education

21 Jan 2025

· Simon Turner

· 6 MIN READ

Time to revisit your commercial property fund weighting

Investing in commercial property funds has been unusually painful for investors in recent years. Rather than paying out rock-solid distributions and grinding out gradual capital gains each year as investors expected, the headwinds created by rising interest rates and the pandemic severely impacted the asset class.

Property Managed Fund Investor Education

20 Jan 2025

· Simon Turner

· 6 MIN READ

Why more Australians are turning to SMSFs for retirement planning

The trend of Australians taking control of their own superannuation investments has been steadily rising over the years. Despite challenges like sticky inflation and higher-for-longer interest rates, the self-managed superannuation fund (SMSF) sector has shown remarkable resilience, surpassing the significant milestone of $1 trillion in assets last year.

Superannuation Accounts Investor Education

14 Jan 2025

· Ankita Rai

· 5 MIN READ

What the WFH revolution means for investors in 2025

Are you happier working in an office or working from home? This is the question millions of Australian workers have been voting with their feet on in recent years. It’s fair to say the work from home (WFH) revolution has been one of the biggest social shifts we’ve witnessed in modern history. It’s brought with it profound changes in the way many of us work, as well as workers’ confidence in requesting WFH as an option.

Investment Themes Investor Education Property

9 Jan 2025

· Simon Turner

· 7 MIN READ

Reading the world’s emotional tea leaves

It’s tempting for investors to believe that their personal experience of the world’s emotional state allows them to accurately assess the global zeitgeist. However, the reality is most investors are only exposed to a miniscule fraction of the global population, and it can be challenging to understand others’ emotions at the best of times. Reading the world’s emotional tea leaves is easier said than done.

Investor Education Investment Themes

8 Jan 2025

· Simon Turner

· 5 MIN READ

Crystal ball gazing at 2025

Happy new year! We hope it’s a healthy and happy one for you. While no one knows exactly what’s coming in the year ahead, most investors will be asking themselves similar questions as the new year begins. For example, will 2025 be a repeat of 2024’s US-led market resilience and euphoria? Or will markets follow a different playbook this year which requires investors to make tactical adjustments? With these questions in mind, it’s time to do our best at crystal ball gazing to help investors make sense of what may be coming in 2025…

Investment Themes Investor Education Asset Allocation

31 Dec 2024

· Simon Turner

· 12 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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