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Feel Behind on Investing? The Biggest Mistakes Younger Australians Can Avoid

First the bad news: many Australians in their 20s and 30s feel they are already late to investing. Property prices seem out-of-reach, the cost-of-living pressure is real, and social media can make everyone else’s financial life appear rosier than it really is. For many, the right pathway forward can feel out-of-reach.

Simon TurnerHead of Content (CFA)

24 June 2026

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.

Investor Education ETF Managed Fund

22 June 2026

· Simon Turner

· 7 MIN READ

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

How to Build a More Tax-Aware Portfolio After the CGT Discount Shake-Up

Investor Education ETF Managed Fund

22 June 2026

· Simon Turner

· 7 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

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

If the Australian Mortgage Fund Sector Were to Follow the Example Set in the US

The Australian mortgage fund sector has grown to become an important bridge between investor capital and property lending. While the sector remains comparatively young, its recent trajectory invites a compelling question: what if the sector were to follow the path carved out by the more mature US market? The answer may provide valuable insight into the opportunities and risks that lie ahead…

Managed Fund Fixed Interest Investor Education

8 Sept 2025

· Simon Turner

· 6 MIN READ

Why Recontribution Matters More Than You Think

Superannuation is one of the most effective ways to build wealth for retirement, but it doesn’t always pass to your loved ones tax-free.

Superannuation Accounts Investor Education

4 Sept 2025

· Ankita Rai

· 6 MIN READ

How Commercial Property Revaluations Are Redefining the Mortgage Fund Outlook

There’s good news to report: the recent resetting of Australian commercial property valuations has quietly redrawn the mortgage fund landscape.

Managed Fund Investor Education

3 Sept 2025

· Simon Turner

· 5 MIN READ

Bond Markets Are Celebrating the Death of TINA

Global bond markets are far from boring in 2025. The death of the ‘TINA’ era (‘There is No Alternative’ to Equities) is resulting in surging bond demand from institutional and superannuation investors, while the supply of primary local issuance is under strain.

Fixed Interest Managed Fund ETF Investor Education

1 Sept 2025

· Simon Turner

· 6 MIN READ

Rethinking private credit for income and defensive portfolios

Private credit has traditionally been classified within the 'alternatives' bucket of a portfolio and grouped with illiquid assets such as private equity, real estate, and infrastructure. For many investors, this category has made up no more than 10–20% of total portfolio allocations.

Investor Education Fixed Interest

29 Aug 2025

· Lauren Ryan

· 5 MIN READ

The Hidden Risks of Bank of Mum and Dad Financing

Parents are increasingly stepping in to help children and grandchildren break into the property market, but good intentions don’t always translate into positive outcomes.

Investor Education

28 Aug 2025

· Ankita Rai

· 6 MIN READ

8 Money-Making Strategies in the Recovering Commercial Property Market

Australia’s commercial property sector is in the midst of transformation. Long gone are the times when the hottest markets were congregated in the country’s most populated city centres. Regional hubs like Wollongong, Newcastle, Ipswich, and the Sunshine Coast have emerged as major post-pandemic winners.

Property Managed Fund Investor Education

27 Aug 2025

· Simon Turner

· 8 MIN READ

Chicken Little: Lessons from 30 Years in Private Lending

Mankind has a short memory — and in finance, that forgetfulness comes at a price. After three decades in private lending, I’ve seen the same cycle repeat itself three times. Each time, I’ve raised the warning flag. Each time, the industry has dismissed it as professional jealousy. Each time, I’ve been proved right.

Fixed Interest Managed Fund Investor Education

27 Aug 2025

· Richard Woodhead

· 5 MIN READ

Australia’s Economic Slide And How to Respond

There’s some sobering news to report. Despite being one of the world’s richest nations in personal wealth terms, Australia has slipped to 105th out of 145 countries in Harvard University’s Economic Complexity Index (ECI)

Macro Investor Education Managed Fund ETF

25 Aug 2025

· Simon Turner

· 6 MIN READ

Family SMSFs: What Investors Need to Know Before adding Kids to Super

For years, SMSFs have mostly been the domain of older trustees managing their own retirement nest eggs. However, that’s starting to change, as more families are experimenting with multigenerational SMSFs by bringing children into the fold to create larger funds and boost cash flow.

Superannuation Accounts

21 Aug 2025

· Ankita Rai

· 6 MIN READ

Make The Efficient Frontier Your Portfolio’s North Star

Are you aiming for the type of enduring wealth accumulation that’s built upon optimising your long-term, risk-adjusted returns?

Investor Education Managed Fund ETF

20 Aug 2025

· Simon Turner

· 6 MIN READ

Financial Education: The Most Valuable Gift You Can Give

Over the next two decades, Australians are expected to pass on more than $3.5 trillion in assets through intergenerational wealth transfer, reshaping the financial future of many families.

Investor Education

20 Aug 2025

· Rachel Waterhouse

· 5 MIN READ

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Explore 100's of investment opportunities and find your next hidden gem!

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Recent Videos

Venture Capital Unlocked: What Every Investor Needs to Know | Conviction Capital | Episode 2

US Markets in 2026 - Risks and Opportunities

Contrarian Investing in an Age of Disruption

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