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Investor Education · Managed Fund · 6 MIN READ

Yield vs Total Return: What Actually Matters for Long-Term Investors?

We invest for all sorts of reasons, but at the core, it’s to improve our financial lives – to afford the things we want or need in life. This is the reason why the terms ‘yield’ and ‘total return’ can be so important when you are choosing an investment – they are not interchangeable, though they are often confused for being so.

Sara Allen

16 July 2026

Volatility is only an opportunity if you are prepared

Volatility, market commentators reliably assure us, is a buying opportunity. It is a welcome thought in a difficult market, most popular with those not presently experiencing it.

Investor Education Managed Fund

15 July 2026

· Daniel Seeney

· 9 MIN READ

Understanding investment risk: A framework for fixed income investors

How well is your fixed income investment portfolio expected to perform during an economic shock? Have you considered what could happen to your portfolio if the wrong things happen at the right time? How defensive will your fixed income investments be in the next economic crisis?

Fixed Interest Managed Fund Investor Education

13 July 2026

· CRAFT Fixed Income team

· 12 MIN READ

From Capital Growth to Cash Flow: Rethinking Australian Property Investment Post-Budget

Since the 50% capital gains tax (CGT) discount was introduced in Australia in 1999, many investors have followed a relatively consistent wealth-building playbook: purchase residential property, absorb short-term cash flow losses via negative gearing, and rely on long-term capital growth supported by favourable tax treatment.

Managed Fund Investor Education

10 July 2026

· Dom Murray

· 7 MIN READ

Volatility is only an opportunity if you are prepared

Volatility, market commentators reliably assure us, is a buying opportunity. It is a welcome thought in a difficult market, most popular with those not presently experiencing it.

Investor Education Managed Fund

15 July 2026

· Daniel Seeney

· 9 MIN READ

Understanding investment risk: A framework for fixed income investors

Fixed Interest Managed Fund Investor Education

13 July 2026

· CRAFT Fixed Income team

· 12 MIN READ

From Capital Growth to Cash Flow: Rethinking Australian Property Investment Post-Budget

Managed Fund Investor Education

10 July 2026

· Dom Murray

· 7 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

The Budget Just Changed the Rules for Aussie Investors

The 2026–27 Federal Budget was certainly a surprise to many. At its heart was philosophical change rather than the routine fiscal update the population has become used to. The Albanese Government’s proposed overhaul of capital gains tax (CGT), alongside restrictions on negative gearing and new discretionary trust rules, represents the most significant tax shift in decades.

Investor Education ETF Managed Fund

1 June 2026

· Simon Turner

· 10 MIN READ

10 Quotes to Inspire the Investment Master Inside You

Investing wisdom tends to be hard-earned through experience, mistakes, and battle scars. But listening to the voices of current and past masters through time-tested quotes can help us sidestep some of the pain involved.

Investor Education Managed Fund ETF

27 May 2026

· Simon Turner

· 6 MIN READ

How to Invest Like the Super Rich

The rich just keep getting richer. In Australia, the top 10% now control over 58% of national wealth, while the top 1% own almost half of the nation’s wealth.

Investor Education Asset Allocation ETF Managed Fund

25 May 2026

· Simon Turner

· 7 MIN READ

Core-Satellite Investing: Resilient Portfolio Examples

The idea of separating a portfolio into core and satellite exposures has moved from institutional asset allocation frameworks into the mainstream toolkit of retail investors. Its appeal lies in its apparent simplicity. A stable, low-cost core provides broad, diversified market exposure, while smaller satellite allocations pursue incremental returns.

Investor Education ETF Managed Fund

19 May 2026

· Simon Turner

· 7 MIN READ

Decision Fatigue in Investing: How Too Much Choice Leads to Poor Returns

We’ve all been there. Standing in the supermarket aisle, trying to make sense of the vast number of products available to us in every single category. Does a cheaper toothpaste mean it’s less effective? We think through the benefits of saving money by buying products on sale versus a vast number of other micro-decisions that collectively drive our final choice.

Investor Education Managed Fund ETF

18 May 2026

· Simon Turner

· 6 MIN READ

Are you Financially Fit? A 10-Step Annual Health Check for Your Portfolio

There’s a persistent misconception among investors that portfolio construction is a set-and-forget exercise. But much like physical health, financial fitness depends on consistent, disciplined work. This is because portfolios drift, risks evolve, and market conditions change.

Investor Education ETF Managed Fund

11 May 2026

· Simon Turner

· 8 MIN READ

How to Structure an SMSF Portfolio using Funds and ETFs

You’ve decided to join more than 1.2 million Australians in managing your own self-managed superannuation fund (SMSF), but where do you start to build your portfolio? Just as with any investment portfolio, you can make it as simple or as complicated as you like, but it needs to align with your investment strategy.

Managed Fund Investor Education

7 May 2026

· Sara Allen

· 10 MIN READ

Why Shorting is a Bad Idea for Most Investors

In recent years, shorting has migrated from the realms of professional hedge fund management into reach of individual investors en masse. That’s not necessarily a good thing.

Managed Fund ETF Investor Education

6 May 2026

· Simon Turner

· 7 MIN READ

Strategic Tailwinds: Why Momentum Investing is Not Performance Chasing

You may think of momentum as a basic strategy that involves buying whatever has gone up most recently. That would be unfair, though.

Investor Education ETF Managed Fund Investment Themes

4 May 2026

· Simon Turner

· 5 MIN READ

The Longer-Term Consequences of the US–Israel–Iran War

By now, most of us have realised that the US-Israel-Iran war will have longer-term consequences beyond recent volatility. It’s accelerating a structural shift in global markets defined by tighter energy supply, more persistent inflation, and the fragmentation of trade and capital flows.

Macro Investor Education ETF Managed Fund

3 May 2026

· Simon Turner

· 7 MIN READ

Collins Foods: Why Value is on the Menu

While Collins Foods (“Collins”) may not be a household name, step inside a KFC restaurant somewhere in Australia and you have a one-in-three chance of being in a Collins-run establishment. The company opened its first Australian KFC location in 1969. After four decades of expansions, diversifications, restructurings, and a stint under private equity ownership, Collins listed on the ASX in mid-2011. Since listing, its Australian KFC business has grown substantially.

Managed Fund

1 May 2026

· Chris Watson

· 8 MIN READ

From FX Shocks to US Bias: The Biggest Global Equity Fund Risks to Manage

Investors are familiar with the positives of adding global equities to their portfolios. Think diversification, exposure to some of the biggest companies in the world and the potential to access different growth themes.

Managed Fund Investor Education

30 Apr 2026

· Sara Allen

· 10 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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