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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

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2026 Investment Markets Outlook: A Narrow but Navigable Pathway Upwards

As the new year begins, the global economy is on a surprisingly resilient track, although the margin for policy error by governments and central bankers is narrow. With global inflation sticky but moderating and high developed-market government debt, central banks face an ever-finer line in their efforts to cut rates without reigniting inflation or destabilising bond markets.

Investor Education Investment Themes Managed Fund ETF

5 Jan 2026

· Simon Turner

· 16 MIN READ

The Lessons 2025 Taught Us All

2025 has been a year when it has paid to learn from the markets. And there have been plenty of lessons flying at investors open to learning. For example, structural dynamics often override thematic hopes, macro-regime shifts matter, diversification remains the only free lunch in finance, and cost-control plus discipline still beats speculative glamour.

Investor Education ETF Managed Fund

10 Dec 2025

· Simon Turner

· 6 MIN READ

CIPRs Explained Simply: Building a Reliable Retirement Income Stream

For such a critical and long-dreamed of part of life, investing in retirement was woefully underserviced until recently. Superannuation funds focused heavily on the accumulation stage, relegating pension phase to a side thought. As Australians have come to live longer, and more of the baby boomers have retired – one of the largest generation cohorts, it’s become patently clear that retirement investment strategies need more nuance to manage the unique challenges of retirement.

Superannuation Accounts Fixed Interest Managed Fund ETF

1 Dec 2025

· Sara Allen

· 9 MIN READ

Investing in Line with Your Values Without Sacrificing Returns

For a growing number of investors, what they own in their portfolios is as important as the returns they generate. Or, at least it’s a much more important consideration for them than it used to be. As a result, the various forms of responsible and value-driven investment have been transitioning from niche to mainstream for some time now. The Responsible Investment Association Australasia (RIAA) estimates that Australian responsible investment assets reached $1.6 trillion in 2023, and accounted for 41% of total managed funds assets.

ESG Managed Fund ETF Investor Education

25 Nov 2025

· Simon Turner

· 9 MIN READ

AI bubble or not: Resilient Tech Investing for your Portfolio

With the market trading near record highs, driven largely by big tech, valuations in parts of the market look expensive. Retail investors are still pouring into the technology sector, while some consultancies, like Mckinsey, are warning of the elevated costs required to fuel the sector’s continued growth. Some industry experts, including the Bank of England, are suggesting caution is warranted, while others, like Scion Asset Management’s Michael Burry, are pulling their money completely from the market.

Technology Managed Fund ETF Investor Education

20 Nov 2025

· Sara Allen

· 6 MIN READ

The Innovation Game: China vs the U.S.

It’s hardly a secret that the countries who win the technology war will dominate the global economy. The US economy is living proof that technology leadership is the route toward economic dominance. But they are not the only superpower with the ambition of technology-led global domination. China is also aiming for technology leadership in the same market segments, such as artificial intelligence, robotics, electric vehicles, and semiconductors.

Investment Themes Macro Managed Fund Investor Education

19 Nov 2025

· Simon Turner

· 8 MIN READ

Defining the X Factor in Active Funds Positioned for Outperformance

If you’ve read through more than a few fund manager presentations, you’ll notice that most describe themselves as superior stock pickers with a passion for finding the market’s hidden gems. But then, when you check their top ten positions, you’ll often make the chilling discovery that they share something in common: their hidden gems are called Nvidia, Apple, Microsoft, Amazon, and Alphabet.

Managed Fund Investor Education

17 Nov 2025

· Simon Turner

· 8 MIN READ

The Quiet Private Markets Revolution

A quiet reallocation toward the private markets is reshaping Australian portfolios. It’s not an anti-public market rebellion. Liquidity, transparency, and governance still matter. But it’s a recognition that the public markets are no longer the whole market. More of the world’s future cash flows are now owned by private investors.

Private Assets Managed Fund Investor Education

12 Nov 2025

· Simon Turner

· 6 MIN READ

A Concentration Problem: Why Australia’s Best Opportunities Now Lie Beyond the ASX 20

Australia’s stock market has a concentration problem: the top ten companies in the ASX 200 account for 48% of the entire index, with three of the top six names being banks and representing over a quarter of the index. Commonwealth Bank alone represents 11.3% of ASX 200. Think about that for a moment. One bank represents over a ninth of the index of Australia’s two hundred largest companies.

Investment Themes Managed Fund ETF Investor Education

10 Nov 2025

· Simon Turner

· 7 MIN READ

Why Convenience Retail Has Evolved into a Core Property Play

As the commercial property recovery gathers pace, investors are being selective in how they gain exposure. The post-pandemic challenges have taught the market valuable lessons about how the world has changed in recent years. One of the relative winners is the humble neighbourhood, supermarket-anchored centre and the broader convenience sector. What makes convenience retail compelling at this point in the cycle is its combination of dependable income growth and solid relative value.

Property Managed Fund Investor Education

6 Nov 2025

· Simon Turner

· 5 MIN READ

Wired for Growth: How Infrastructure Became the Backbone of the AI Economy

With markets looking frothy, demand for defensive investments is rising. Global listed infrastructure is arguably one of the more compelling opportunities fit for these times. Not because it’s flashy or in vogue, but because data-networks, electricity grids, toll-roads and communication towers underpin the digital economy and the decarbonisation of global economy.

Infrastructure Managed Fund Investment Themes Investor Education

3 Nov 2025

· Simon Turner

· 6 MIN READ

The Hunt for Real Yield: How to Outpace Inflation Without Leaving the Bond Market

Analysing inflation-linked ETFs & funds, credit spreads and global income rotations. Between inflation and market activity, investors in fixed income have had their work cut out for them. Post the GFC, rates remained low and investors in many instances were forced to look towards higher risk assets, like equities or more recently, private markets, for yield.

Fixed Interest Managed Fund Investor Education

30 Oct 2025

· Sara Allen

· 9 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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