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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

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

What the DEI backlash means for ESG investing in 2025

Does going woke mean going broke in 2025? ESG investors have certainly had their challenges to contend with in recent years, not least of which has been the global pushback against diversity, equality & inclusion (DEI) as a core ESG strategy. We investigate why the DEI backlash has happened and what it means for ESG investors looking forward.

ESG Investment Themes Managed Fund

16 Jan 2025

· Simon Turner

· 6 MIN READ

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

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

Why rate cuts aren’t bad news for mortgage funds

With interest rates at a decade-high and the RBA signalling potential rate cuts sometime next year, the current yields on mortgage funds present an attractive opportunity. Mortgage funds have gained traction as higher interest rates have made lending to the commercial real estate sector increasingly attractive. This shift has occurred while traditional property investments such as real estate investment trusts are facing significant valuation challenges. According to a recent report by investment firm Zagga, more investors are gravitating toward private real estate debt for property exposure in order to avoid the volatility typically associated with property markets. This trend is fuelled b

Property Managed Fund Investor Education

31 Oct 2024

· Ankita Rai

· 4 MIN READ

The seismic shifts afoot in fixed income markets

More than a few fund managers have highlighted that fixed income investing these days is a world away from what it used to be. They’d be right. The very structure of global fixed income markets has changed since the Global Financial Crisis. As with all structural shifts, it pays to revisit the here and now on occasion to ensure your current strategy is fit for purpose. The reality is the strategies necessary to generate alpha in fixed income markets are different from the past.

Fixed Interest Managed Fund ETF

28 Oct 2024

· Simon Turner

· 5 MIN READ

The Fed’s cut may be the starter gun for small cap outperformance

With the Fed initiating a rate cutting cycle in September, investors are increasingly focusing on asset classes positioned to outperform in a falling rate environment. Enter smaller companies. Historically, small-cap stocks have outperformed their larger counterparts during periods of declining interest rates — and this trend seems to be taking hold as both global and domestic small-cap benchmarks have shown improved performance in recent months.

Asset Allocation Managed Fund Shares

24 Oct 2024

· Ankita Rai

· 5 MIN READ

Don’t overlook the healthcare sector, it’s anything but boring

The healthcare sector is back in focus, and for good reason. As the global economy slows and interest rates drop, investors looking for a safe haven are turning to the healthcare sector’s long-term growth potential.

Asset Allocation Managed Fund Investor Education

18 Oct 2024

· Ankita Rai

· 6 MIN READ

The 5 steps to an information advantage over the market

With the vast array of information investors have at their fingertips, you’d think it would be easy to spot investment trends before the rest of the market. If only. The problem is there’s too much available information for most investors to make sense of. After a while, reams of written text become just more words rather than a source of learning. Hence, interpreting and understanding the vast universe of words that relate to investing is almost impossible for most investors. So the question is: how can investors side-step this information overload challenge to spot investment trends before the rest of the market?

Investor Education Managed Fund

17 Oct 2024

· Simon Turner

· 5 MIN READ

How to generate high yield despite the concerning ASX dividend trend

Australian shares have traditionally been a go-to for income investors due to their attractive dividend yields. However, the market is undergoing a significant shift and the record payouts that followed the resources boom seem to be coming to an end. Recently, the base yield of the Australian market dipped below 4%, with rising costs and a weakening Chinese economy contributing to the decline. Morgan Stanley forecasts that the S&P/ASX 200 dividend yield will drop to just 3.6% in FY25, potentially marking the lowest yield for the ASX 200 in decades, excluding the COVID-19 period.

Managed Fund Investor Education Asset Allocation

9 Oct 2024

· Ankita Rai

· 6 MIN READ

Market intel from Blackrock

Blackrock’s Q4 equity outlook report contains some useful intel to help investors make sense of global markets at this juncture. With the US election looming and the Fed’s initiation of a rate cutting cycle, there’s a lot for markets to worry about and celebrate. One thing’s for sure: it’s unlikely to be a boring end to the year.

Macro Investor Education Managed Fund

8 Oct 2024

· Simon Turner

· 4 MIN READ

Don’t ignore innovation: the engine of superior investment returns

Innovation has moved beyond being just a nice-to-have at the periphery of most portfolios—it’s now a key focus in investment strategies. With sectors like AI, renewable energy, and biotech leading the way, more investors are adjusting their portfolios to capture the growth potential of these cutting-edge technologies.

Asset Allocation Managed Fund ETF Investment Themes

3 Oct 2024

· Ankita Rai

· 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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