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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.

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How AI Will Change Investing Forever

The only thing that’s certain is change. The world of investing is no exception. Long gone are the days when a stockbroker with encyclopedic knowledge of the markets was your best ally. Welcome to the era of AI in which algorithms, data crunching, and predictive analytics are the game-changers for many investors.

Investor Education Technology Managed Fund

7 Apr 2025

· Simon Turner

· 6 MIN READ

A Shortcut to Make More Money While You Sleep

Most investors’ picture of financial independence involves streams of money flowing their way without any effort on their parts. It’s this lack of effort, this ability to make money while we sleep, that allows us to do all the things we’ve always dreamt of—like travelling or sipping cocktails at the beach.

Managed Fund ETF Investor Education

31 Mar 2025

· Simon Turner

· 7 MIN READ

Time to Diversify: Multi-Asset Investing is Ready to Shine

The concept of diversification has long been foundational to most investment strategies. However, the rise of the Magnificent 7 in recent years seemed to disprove its benefits to large swathes of the global investment community. As a result, millions of investors have been ‘all-in’ on the same trade. That was then and this is now. The world has changed in profound ways since Trump’s inauguration, and markets have been reminded of the benefits of diversification. The stage is surely set for a resurgence in multi-asset investing…

Asset Allocation Investment Themes Managed Fund

26 Mar 2025

· Simon Turner

· 5 MIN READ

Why semiconductors are driving future innovation

Semiconductors are the essential components powering a vast array of electronic devices we use daily. Investment Analyst Adrian Lu explains how the semiconductor industry has experienced rapid growth and is set to continue expanding. Adrian highlights the industry’s robust outlook and discusses DeepSeek’s innovative entrance into the sector, which has made AI models cheaper and more efficient to build and run. He also provides insights on TSMC, a high-quality company that stands out as a key player in the sector due to its unique role in the semiconductor value chain.

Technology Managed Fund Investor Education

17 Mar 2025

· Adrian Lu

· 4 MIN READ

Powering demand and supply: Investing in utilities

The US energy landscape is being reshaped by the growing influence of AI, data centres, and the return of manufacturing. As energy demand soars, a diverse mix of energy sources, including nuclear power, natural gas and renewables, is shaping the landscape. Investment Analyst Fiona Wu delves into this dynamic environment, highlighting the exciting investment opportunities it presents, particularly for regulated utilities. She also provides insights into the companies that are effectively capturing this demand and expanding their operations.

Utilities Investor Education Managed Fund

17 Mar 2025

· Fiona Wu

· 6 MIN READ

Can the Energy Sector Bounce Back?

Here’s a shocking stat for energy investors: the energy sector comprises only 3% of the S&P 500’s value, down from 30% in 1980. That’s serious underperformance. It’s understandable why only the most ardent of energy bulls currently own what remains of the energy sector’s once great market cap. But we all know Warren Buffet’s famous quote about buying when others are fearful. Could it be that this is one of those moments for the energy sector? Will it rise like a phoenix from the ashes at the very moment it’s been written off and ignored by most investors?

Mining, Resources & Energy Managed Fund ETF

10 Mar 2025

· Simon Turner

· 6 MIN READ

Private Credit in the Ascendancy

There aren’t many asset classes which have grown as consistently as private credit in recent years. More and more investors are allocating a portion of their fixed income capital to this fast growing asset class. For good reason. The solid risk-adjusted returns available in private credit provide welcome stability and predictability to investors’ portfolios.

Fixed Interest Managed Fund Asset Allocation

5 Mar 2025

· Simon Turner

· 4 MIN READ

Stop Being a Slave to Money: 10 Steps to Financial Independence

Most investors dream of achieving financial independence. The prospect of controlling your own time, being free to live life on your terms, and reclaiming money’s control over your life are powerful incentives.

Investor Education Managed Fund ETF

3 Mar 2025

· Simon Turner

· 7 MIN READ

2025’s Match of the Year: Growth vs Value

Welcome to 2025’s investment style match: between growth versus value stocks. The audience are fired up and ready for an exciting competition. Some of you may remember that last year’s winner, value stocks, ended up underperforming in 2024. You may feel tempted to blame the referee. Fair dues. But that’s the nature of the investing game. You can make the right call based on the data, and still be wrong. Short term market sentiment is often the over-riding swing factor and is hard to predict. So this year’s match will once again be based on the best available data — with all the usual caveats. The two teams will be tested against one another on four key factors for a steer as to which investment style is best positioned to outperform during 2025…

Investment Themes Managed Fund ETF

19 Feb 2025

· Simon Turner

· 6 MIN READ

If Jesse Livermore were advising investors how to make money in 2025

If you’ve read many classic investment books, you’ve probably come across Reminiscences of a Stock Operator by Edwin Lefèvre, which brings to life Jesse Livermore’s fascinating journey as a stock investor and trader. Whilst Jesse Livermore is famous for losing his money just as fast as he made it, many people regard him as one of the greatest traders and investors ever to have lived.

Investor Education Managed Fund ETF

17 Feb 2025

· Simon Turner

· 5 MIN READ

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

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 Value of Unlisted Property Funds in Investment Portfolios

John Di Monda, CEO and Fund Manager at GDA Group explains why unlisted property funds can provide a stable, income-generating, and low-volatility component within a diversified investment portfolio. Understanding the differences between unlisted and listed property funds can also highlight how unlisted property funds can be a more compelling opportunity for long-term investors.

Property Managed Fund Asset Allocation

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Navigation Opportunity in Current Global Equities Markets

12:41

25 Nov 2025

Navigation Opportunity in Current Global Equities Markets

In this presentation Nick & Jarrad, Portfolio Managers at Sharpbridge explore how global equity markets can offer diversified growth opportunities and resilience amid shifting economic cycles.

Shares Asset Allocation Managed Fund

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Professional Partnerships: A Rare, Defensive Asset Class Now Open to Investors

17:31

25 Nov 2025

Professional Partnerships: A Rare, Defensive Asset Class Now Open to Investors

Luke Moore, CEO at Oreana Investments explains that their Professional Partners Fund provides access to established, profitable professional services businesses — an asset class with high barriers to entry and strong defensive characteristics. Drawing on Oreana’s proven track record and institutional expertise, the Fund is now selectively open to outside investors for the first time.

Managed Fund Private Assets Alternative Investment

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