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

To hedge or not to hedge

When the words ‘hedge fund’ run through investors’ minds, cocaine-fuelled images of Leonardo DiCaprio in The Wolf of Wall Street, may accompany them. Fair dues. In the past, the global hedge fund sector attracted more than its share of larger-than-life alpha males not known for their ethics or compassion. But that was then and this is now. And with global equity markets getting rockier, investors are increasingly looking for reliable absolute return strategies to protect their portfolios from market volatility.

Managed Fund Asset Allocation Investor Education

14 Aug 2024

· Simon Turner

· 8 MIN READ

The sobering news about what the news is doing to you

When was the last time you met an investor who wasn’t checking the financial news and their stock prices on a daily, or even hourly, basis? It’s probably been a while. The vast majority of us have become somewhat addicted to being constantly plugged into the financial world. But few investors are aware of what this constant exposure to financial news and data is doing to their investing.

Investor Education

12 Aug 2024

· Simon Turner

· 4 MIN READ

Unlocking money-making opportunities in private credit

Private credit is having a 'Goldilocks' moment, with higher-for-longer interest rates driving double-digit returns. Once an overlooked investment class, Australia’s private credit market has exploded in recent years and is on track to reach $200 billion of assets under management, growing at a compound growth rate of 23% p.a.

Private Assets Managed Fund Investor Education

8 Aug 2024

· Ankita Rai

· 6 MIN READ

Cracking the asset allocation conundrum

It’s no exaggeration that asset allocation is the cornerstone of almost all successful investment strategies. In Tony Robbins’ words, ‘Asset allocation, where to park your money and how to divide it up is the single most important skill of a successful investor.’

Asset Allocation Investor Education

2 Aug 2024

· Simon Turner

· 7 MIN READ

How ETFs are helping investors get wealthier

What began as a tool for young investors and self-managed superannuation funds seeking diversification and exposure to harder-to-access asset classes like international equities has now become a mainstream investment.

Investor Education ETF Managed Fund

1 Aug 2024

· Ankita Rai

· 6 MIN READ

ESG doesn’t mean impact

As the transition towards a low carbon, more sustainable world accelerates, many investors have assumed that ESG is connected with the impact needed to address the world’s environmental and social challenges for the simple reason they hear the term so often. But there’s more to it than that. So what is ESG? And what isn’t it?

ESG Managed Fund Investor Education

31 July 2024

· Simon Turner

· 7 MIN READ

How to get started investing in funds

Unitised funds, which pool investments from multiple investors and invest in a broad portfolio of assets, allow investors to access the in-depth knowledge, research, and ongoing monitoring of professional managers.

Investor Education Managed Fund ETF Asset Allocation

26 July 2024

· Ankita Rai

· 5 MIN READ

Avoid these 6 mistakes to fast-track your financial freedom

As so many investors learn the hard way: markets often take the stairs up and the elevator down. It’s the same with the value of portfolios that were created to fund a certain level of retirement: a few missteps can quickly erode decades of saving and hard work.

Investor Education Asset Allocation

25 July 2024

· Simon Turner

· 7 MIN READ

Time to concentrate on over-concentration

Index concentration is increasingly becoming a concern for investors worldwide. Consider the S&P 500 Index, the most popular benchmark for US stocks. Over the past decade, the top 10 companies' share of the index's market value has surged from 14% to 33%. This means investing in the S&P 500 largely hinges on the performance of these top 10 companies, the majority of which are tech giants.

Investor Education Shares Asset Allocation Managed Fund

12 July 2024

· Ankita Rai

· 6 MIN READ

Don’t buy your cows in the moonlight

Daniel Drew once advised, ‘Anyone who plays the stock market not as an insider is like a man buying cows in the moonlight.’ Maybe you weren’t in the market for a cow but you get the picture.

Investor Education Shares

9 July 2024

· Simon Turner

· 5 MIN READ

How to become a residential property mogul

If you’re the owner of one investment property, you’re the esteemed member of a 2.2 million club of wealth builders. Whilst owning one investment property is a great achievement, you may not be as well positioned as you think you are to generate the type of wealth most investors are aiming for in retirement care of their property portfolios.

Property Investor Education

4 July 2024

· Simon Turner

· 8 MIN READ

Three words that could change the rules of the investing game

Global markets have long been fixated on what’s coming next from the world’s central bankers, particularly the Fed. But some investors may be unaware of a central bank strategy would could change the rules of the investing game if the Fed were to use it.

Macro Investor Education

3 July 2024

· Simon Turner

· 8 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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