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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

The One Habit That Builds Wealth Faster Than Any Other

There’s a crossroads in the financial lives of most households when wealth growth is either ignited or postponed. It’s a single habit shift that’s simple, and far from glamorous.

Investor Education ETF Managed Fund

17 Feb 2026

· Simon Turner

· 6 MIN READ

Crypto’s Value Problem: Why Utility Isn’t Enough

Cryptocurrencies must surely be the most polarising asset class in the modern financial era. On the one hand, they promise decentralised finance, immutable digital money, and permissionless innovation.

Cryptocurrency & Blockchain ETF Managed Fund Investor Education

16 Feb 2026

· Simon Turner

· 7 MIN READ

Beginning 2026 With A Bang

This time of the year is always interesting due to the preponderance of investment outlooks that are penned in early-to-mid December. These publications wax lyrical on a variety of topics du jour but are often most useful in informing investors exactly where consensus expectations and biases lie across various asset classes. These publications are also slowly coming to grips with the new world order in geopolitics and how a seemingly structured 6-month view of the world can get blasted to smithereens in a few hours.

Fixed Interest Managed Fund Investor Education

13 Feb 2026

· Garreth Innes

· 7 MIN READ

Contrarian Investing in the Age of Real-World AI

we are in the midst of profound disruption. This is likely to be beyond a typical generational disruption that happens every 20-30 years. This technological singularity is expected to cause dramatic and irreversible changes to human civilization, far beyond typical generational disruptions such as electrification, the internet, or even current generative AI.

Technology Managed Fund Shares

13 Feb 2026

· Chris Watson & Simon Raubenheimer

· 13 MIN READ

A New Fed, a New Playbook: Kevin Warsh & the Next Phase of Global Markets

Trump’s nomination of Kevin Warsh as the next Fed Chairman may well mark a turning point for global investment markets.

Macro Managed Fund ETF Investor Education

11 Feb 2026

· Simon Turner

· 6 MIN READ

What Stability Means in an Unstable World

For a long time, stability was something many people barely thought about. If you stayed employed, avoided major mistakes and made reasonably sensible decisions, the system tended to reward you. Careers progressed in a fairly linear way. Property values rose over time. Superannuation ticked along quietly in the background. There were cycles, of course, but they felt familiar and manageable.

Managed Fund Investor Education

4 Feb 2026

· Shelby Clark

· 6 MIN READ

The Cheapest Commodity in the World Right Now

For most of financial history, oil has been the beating heart of the global economy as it has fuelled transport, industry, and economic growth. But in early 2026, oil may well hold a less impressive title: the cheapest major commodity in the world. It’s currently trading at a price that defies historical patterns and conventional market wisdom.

Investment Themes Managed Fund ETF

29 Jan 2026

· Simon Turner

· 7 MIN READ

Ten Investment Mistakes Your Future Self Wishes You’d Avoid

The most expensive investment mistakes rarely stem from ignorance. They tend to arise from behavioural biases, poorly governed decision-making, and incentives that distort investors’ judgement over time. History shows that even professional investors, armed with the best data, experience, and market access, repeatedly make the same predictable errors.

Investor Education ETF Managed Fund

27 Jan 2026

· Simon Turner

· 7 MIN READ

Stock-picking in the resources sector

Our playbook for investing in commodities has historically been to identify high-quality assets that sit at attractive points on their commodity cost curve, and to establish a position when the balance sheet is solid and the commodity price has cost curve support (i.e. some producers are losing money at spot pricing).

Commodities Managed Fund

23 Jan 2026

· Emma Fisher

· 13 MIN READ

The Great Broadening Has Begun

Are you tired of hearing about the Magnificent Seven being the only investment game in town? That would be understandable since it’s the narrative that’s dominated global equity markets for many years now. It’s been the same outside of the U.S., including here in Australia. The Magnificent Seven have been driving the global equity markets to new highs, and international participation has been rising accordingly.

Investor Education Investment Themes Managed Fund ETF

22 Jan 2026

· Simon Turner

· 5 MIN READ

Global REITs: A mispricing opportunity investors can’t ignore

Global Real Estate Investment Trusts (REITs) are almost always sold on the same two hooks. The first is international diversification—the very sensible idea that you shouldn't have all your eggs in an Australian basket.

Property Managed Fund

21 Jan 2026

· Mark Mazzarella

· 10 MIN READ

Eight Lessons from London: What Investors Are Missing in Global REITs

At the recent UBS Global Real Estate Conference in London, a key investing lesson was subtly but forcefully reiterated: stocks can stay mispriced for longer than you might expect.

Property Managed Fund

19 Jan 2026

· Mark Mazzarella

· 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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