Investor Education Articles

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Feel Behind on Investing? The Biggest Mistakes Younger Australians Can Avoid

First the bad news: many Australians in their 20s and 30s feel they are already late to investing. Property prices seem out-of-reach, the cost-of-living pressure is real, and social media can make everyone else’s financial life appear rosier than it really is. For many, the right pathway forward can feel out-of-reach.

Simon TurnerHead of Content (CFA)

24 June 2026

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.

Investor Education ETF Managed Fund

22 June 2026

· Simon Turner

· 7 MIN READ

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

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

Investor Education ETF Managed Fund

22 June 2026

· Simon Turner

· 7 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

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

How many central bankers does it take to change a light bulb?

You may have heard the joke about central bankers … how many central bankers does it take to change a light bulb? None. If the light bulb needed changing the market would have done it already. It won’t surprise you to hear not many central bankers find this joke funny. But what if the light bulb that needed changing was persistent inflation, and what if the market believes it can relax as the RBA has already changed that light bulb?

Macro Asset Allocation Investor Education

13 Mar 2024

· Simon Turner

· 7 MIN READ

Will the Fed throw kerosene onto the fire?

With global equity markets celebrating the prospect of impending rate cuts by the Fed, some investors have been wrong-footed by the extent of the recent enthusiasm, particularly in US tech stocks. If you’re underinvested and are considering joining the equity party in earnest, it’s worthwhile digging into the market’s Fed fund rate expectations for an understanding of whether market expectations are on point, or not. This situation may well dictate global and Australian equity market performance in the coming months.

Macro Investor Education Shares

7 Mar 2024

· Simon Turner

· 5 MIN READ

Cash rules the roost as rates remain high

Despite the overall bullish trend in equities, there's been a notable surge in cash being held by money market funds with an all-time high in those assets recently reached. In fact, total assets in US money market funds, which invest in cash-like securities such as short-term Treasury bills, grew to $US6.02 trillion last month, with both retail and institutional funds increasing their allocations due to the higher short-term rates on offer.

Asset Allocation Investor Education

5 Mar 2024

· Ankita Rai

· 5 MIN READ

Don’t ignore the liquidity feedback loop

With the US economy and stock market continuing to drive global markets, Aussie investors increasingly need to understand what’s driving American fund flows. Spoiler alert: it’s not just corporate earnings. There are liquidity drivers at play in the US that are creating remarkably strong feedback loops with stock valuations and the broader economy. Understanding how these liquidity feedback loops work may well provide clues as to what’s coming next for global equity markets, including the ASX…

Investor Education Macro Shares

22 Feb 2024

· Simon Turner

· 5 MIN READ

Should you have more private equity exposure?

In recent years, the private equity sector has increasingly cast its fund raising net to include individual investors who are aiming to generate strong risk-adjusted returns over the long term. With more investors considering the private equity opportunities on offer, it’s worthwhile delving into this opaque sector’s unique benefits and challenges.

Private Assets Asset Allocation Investor Education

8 Feb 2024

· Simon Turner

· 7 MIN READ

Prepare for volatility

After three straight months of global equity markets rallying driven by expectations that the Fed has paused its rate raising cycle, volatility is currently unusually and arguably unsustainably low. The historical data suggests it’s unlikely this situation will continue for much longer. In short, it’s probably the right time to prepare for volatility to return in the coming weeks or months.

Shares Investor Education Asset Allocation

1 Feb 2024

· Simon Turner

· 5 MIN READ

What investors need to know about the booming private debt world

You may have noticed you’re hearing more about private debt (also known as private credit) as an asset class these days. You’re not imagining it. Private debt is booming as an asset class. Preqin estimates the sector’s assets under management will grow from US$1.5 trillion in 2022 to US$2.8 trillion by 2028, reflecting growing awareness of the sector’s solid income generation credentials.

Private Assets Managed Fund Investor Education

24 Jan 2024

· Simon Turner

· 6 MIN READ

SMSF investors best prepare for more change

Australia’s population of Self-Managed Super Fund (SMSF) investors continues to grow with over 600,000 SMSFs up and running. More investors are being attracted by the key benefit of being in control of their own super along with the improved transparency, flexibility and customisation potential SMSFs offer.

Investor Education Superannuation Accounts

18 Jan 2024

· Simon Turner

· 6 MIN READ

Positioning, positioning, positioning: the key to 2024 outperformance

As a new year kicks off, investors face an investment landscape which doesn’t resemble many past periods. After the fastest interest rate rising cycle in history, the impacts of higher interest rates are still filtering through whilst two wars continue to rage, US Government debt levels reach unprecedented levels, and global growth is expected to run at well below trend.

Investor Education Asset Allocation Fixed Interest

11 Jan 2024

· Simon Turner

· 6 MIN READ

The new year portfolio test all investors should take

Investing is a humbling business. And one of the most humbling aspects of investing is facing up to the results of your trading activities at the end of each year. As the new year begins, now is the ideal time to assess the impact you had on your portfolio in 2023. Warning: you may be surprised by the results…

Investor Education

8 Jan 2024

· Simon Turner

· 5 MIN READ

Is your fund manager worth their fees?

After the rapid rise in the number of ETFs on offer, investors are faced with more choice than ever when it comes to selecting funds. And with typical managed fund fees running at many multiples of typical ETF fees, investors are increasingly asking the question… is it worth paying the higher fees for an actively managed fund?

Investor Education Managed Fund Fixed Interest

14 Dec 2023

· Simon Turner

· 7 MIN READ

Make more money by losing less money

Risk is a complex subject. Whilst there are many official definitions, most successful investors tend to define risk as what you don’t see coming—the unknown unknowns. Understanding risk in these terms may be the key to recognising the emergence of major risks faster, and hence avoiding the more significant financial pain that investment mistakes tend to lead to. Losing less on your mistakes may well be the key to improving your investment returns…

Investor Education

8 Dec 2023

· 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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