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

Don’t overlook active equity funds for long-term gains

Many investors lack the time, expertise, or desire to manage their stock portfolios, making actively managed equity funds an easy and practical solution. Unlike passive funds, which simply track the market, active equity funds employ stock-picking and strategic adjustments to target objectives like growth, income, or diversification. This active approach allows fund managers to capitalise on market opportunities and adapt to changing conditions.

Managed Fund Shares Investor Education

11 Dec 2024

· Ankita Rai

· 6 MIN READ

Healthy vs Unhealthy Financial Goals

Unusual question … how often have you questioned the healthiness of your financial goals? You may be wondering what that even means, and why it’s a question worth asking. The truth is many investors have unhealthy financial goals. They aren’t unhealthy in the sense they aren’t real financial goals which their owners are focused on achieving. They’re often unhealthy on two fronts: a) They aren’t framed in a way that connects with investors’ real/authentic underlying goals, and/or b) They aren’t aligned with investors’ real/authentic values.

Investor Education

9 Dec 2024

· Simon Turner

· 6 MIN READ

The fast improving investment case for listed property funds

After a challenging period, the outlook for Australia's interest rate-battered property funds is improving. Stabilising borrowing costs and the prospect of a rate cut next year are paving the way for a market recovery. With attractive valuations and strong income growth, listed property funds invest in portfolios of Australian Real Estate Investment Trusts (or A-REITs) are poised for solid gains, especially as early signs of recovery are emerging across the retail, industrial and office sectors.

Property Investor Education Asset Allocation

5 Dec 2024

· Ankita Rai

· 6 MIN READ

Holding onto your investment gains is harder than making them

There are countless stories of investors who’ve made their fortunes only to lose them just as fast. Masayoshi Son’s story is one of the more extreme wealth rollercoaster rides. After making billions during the dot-com bubble through his investment in Softbank, the company he founded, he lost almost all of it when Softbank crashed 99%. As a result, he earnt himself the dubious accolade of being the larger loser of net worth in human history. Masayoshi is once again riding high, but you don’t want to have to lose a similarly large portion of your net worth to learn how to hang onto your investment gains.

Investor Education

4 Dec 2024

· Simon Turner

· 6 MIN READ

Are markets too bullish?

It’s fair to say the S&P 500 has led global markets up a wall of worry over the past couple of years. But the S&P 500’s gradual grind higher evolved into full on market euphoria when Trump won the US election so convincingly. We all know that market euphoria tends to end in tears. The dot-com bubble was a memorable example. With those memories in mind, it’s worth asking the question: are US/global markets too bullish?

Macro Investor Education Shares

2 Dec 2024

· Simon Turner

· 6 MIN READ

Agriculture: an overlooked asset class with powerful tailwinds

Most investment portfolios have limited exposure to agriculture, but this under-represented sector is as an attractive asset class, driven by rising global food demand, shrinking arable land, and resource scarcity. While the global trends of population growth and a rising Asian middle class have long supported agricultural demand, supply constraints—exacerbated by the pandemic and geopolitical tensions—have created powerful tailwinds for agricultural investments.

Investor Education Asset Allocation Investment Themes

29 Nov 2024

· Ankita Rai

· 4 MIN READ

The asset allocation secret Howard Marks believes more investors need to understand

Less-young investors may remember the days when asset allocation was as simple as translating your age into a percentage which represented the amount of your portfolio that should be invested in lower risk, fixed income opportunities with the balance to be invested into higher risk assets like equities. How the investment world has changed since those simpler days! Asset allocation has evolved into a more nuanced and complex decision-making process which needs to address a much larger universe of available asset classes, as well as some profound market shifts.

Asset Allocation Investor Education

26 Nov 2024

· Simon Turner

· 7 MIN READ

The CRED advantage: equity-like returns with the security of debt

With interest rates remaining elevated, commercial real estate debt (CRED) funds have emerged as an increasingly attractive option for investors. Offering stable, income-generating opportunities and attractive, risk-adjusted returns, these funds are gaining ground as one of the fastest-growing segments of the private debt market. Despite challenges in the broader real estate sector, including declining office valuations, structural tailwinds like housing undersupply in key markets, population growth, and the rise of e-commerce and data centres are driving long-term demand for CRED.

Property Alternative Investment Investor Education Asset Allocation

22 Nov 2024

· Ankita Rai

· 5 MIN READ

The ugliest two words in the dictionary

Trump talked a big game on tariffs during his journey back to the White House. ‘If I’m going to be president of this country, I’m going to put a 100, 200, 2,000 per cent tariff,’ on cars from Mexico he forewarned. He went so far as to describe tariffs ‘as the most beautiful word in the dictionary.’ Investors should prepare for two uglier words...

Macro Commodities Investor Education

20 Nov 2024

· Simon Turner

· 6 MIN READ

Four charts that show why the private markets are booming

The rise of private market investing is continuing unabated with more and more individual investors allocating up to 20-25%+ of their portfolios to the asset class. This trend appears set to continue with a growing number of investors who don’t currently have private markets exposure actively considering whether it’s aligned with their investment plan and goals.

Private Assets Asset Allocation Investor Education

18 Nov 2024

· Simon Turner

· 4 MIN READ

Fortify your portfolio with alternative investments

Many investors still see alternatives as complex, illiquid, and opaque—an asset class best avoided. Yet with the equity-bond mix delivering less consistent results, alternatives are becoming essential for those aiming for stronger portfolio resilience, higher returns, and alpha generation.

Alternative Investment Investor Education Asset Allocation

15 Nov 2024

· Ankita Rai

· 6 MIN READ

Debunking the myths about what the rise of ETFs is doing to the market

It’s a popular pastime for professional and individual investors to bemoan the impacts the rise of passive funds is having on markets. However, recent Goldman Sachs research questions the validity of this argument. We use that research as we embark on a myth-debunking journey.

ETF Managed Fund Investor Education

12 Nov 2024

· Simon Turner

· 5 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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