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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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What GEMI Capital’s challenges can teach us about selecting mortgage funds

The mortgage fund asset class has grown and matured in recent years. For good reason. Mortgage funds often offer investors attractive risk-adjusted returns by virtue of their superior yields. But as with all asset classes, not all mortgage funds are created equal. The recent challenges experienced by GEMI Capital’s investors provide a timely reminder of what can go wrong in this asset class.

Fixed Interest Managed Fund Asset Allocation

6 June 2024

· Simon Turner

· 6 MIN READ

The technology shifts helping your fund managers make you more money

One of the longer term criticisms of the active fund management industry is its chronic underinvestment in product research and innovation. But time catches up with all of us. There was only so long active fund managers were going to avoid investing in products which match up with modern day investors’ needs and expectations.

Managed Fund Investor Education Cryptocurrency & Blockchain

16 May 2024

· Simon Turner

· 7 MIN READ

One step back, two steps forward for ESG investing

Sustainable investment strategies such as ESG and impact investing have been through a challenging couple of years with recent performance headwinds translating into a slowdown in funds under management growth momentum.

ESG Managed Fund Investment Themes

9 Apr 2024

· Simon Turner

· 6 MIN READ

The managed funds renaissance

If you’ve notice the growing popularity of managed funds of late, you aren’t alone. After a challenging couple of years, Australia’s managed fund sector resumed growing its funds under management around eighteen months ago. The recent rally in global equity markets is clearly a key driver.

Managed Fund SMA and Managed Accounts Investor Education

28 Mar 2024

· Simon Turner

· 5 MIN READ

Is the medtech sector set to party like it’s 1995?

Better treating chronic disease has long been a core objective for the global medtech sector. Whilst steady progress in that direction has the name of the game for decades, the medtech sector appears to be at an inflection point with a secular improvement in treatment standards occurring in recent years. Less-young investors (I’m being polite) will remember a similar feeling in the global technology sector back in 1995, during the early stages of the tech boom.

Investment Themes Healthcare & Medical Managed Fund

1 Mar 2024

· Simon Turner

· 7 MIN READ

The evolution of the emerging markets narrative

Most investors currently lack exposure to emerging markets after a generally challenging decade for the asset class prior to 2023. However, over the past year the emerging markets narrative has improved for some structurally-attractive emerging market countries where stock market momentum continues to build.

Asset Allocation Managed Fund Shares

28 Feb 2024

· Simon Turner

· 8 MIN READ

The shifting sands of the property fund sector

The fastest rate rising cycle in history was always going to test the commercial property fund sector. With typical loan to value ratios of 40-70%, it’s an asset class which is at the mercy of the RBA’s cash rate decisions. As such, investors tend to be bullish on commercial property funds when rates are falling, but rising rates generally spell bearish sentiment.

Property Managed Fund Asset Allocation

16 Feb 2024

· Simon Turner

· 6 MIN READ

Are small caps out of the woods?

It’s been a torrid couple of years for ASX smaller companies with most investors turning their backs on the asset class like the plague. The extent of their recent disfavour has been hard to fathom given the positive trend in equities since the pandemic. This raises the question: is now the right time to revisit small and micro caps whilst others remain fearful? To answer that, we’ll need to delve into the reasons for the recent underperformance for a steer as to what’s coming next…

Asset Allocation Managed Fund Shares

14 Feb 2024

· Simon Turner

· 8 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

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

How to identify outperforming funds

Australia has a famously large population of highly qualified fund managers considering the size of the country. According to KPGM, Australia’s 647 fund management groups manage $4.3 trillion across 6,451 products. That represents around $170k under management for each and every Australian resident, so it’s a sizeable portion of the nation’s wealth. This translates into opportunity for individual investors who know what to look for in the vast smorgasbord of fund management options at their disposal.

Managed Fund Investor Education

2 Nov 2023

· Simon Turner

· 9 MIN READ

The most important question to ask your fund manager

Picking the right fund manager to manage your assets is arguably an underrated and under-discussed process which is as complex as stock picking. As with all financial decisions, it’s important to ensure your fund managers’ strategy and process aligns with your risk appetite, return objectives, and time horizon. You’ll also want your fund managers to have conviction in what they’re doing. On that front, there’s one question investors you can ask prospective fund managers which reveals their genuine conviction level above all other questions… do you have skin in the game?

Managed Fund Investor Education

5 Oct 2023

· Simon Turner

· 6 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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