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Beginner Friendly but not Foolproof: How to Avoid the 5 Most Common ETF Mistakes

ETFs have grown in popularity in the last decade, and beginner investors are often encouraged to consider them. But beginner doesn’t mean foolproof and even investments like ETFs can go wrong when investors don’t know what they are really buying and how best to use them. It’s also worth noting that beginner doesn’t mean that ETFs can’t be part of more sophisticated strategies either.

Sara Allen

25 June 2026

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.

Investor Education ETF Managed Fund

24 June 2026

· Simon Turner

· 8 MIN READ

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

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

Investor Education ETF Managed Fund

24 June 2026

· Simon Turner

· 8 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

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

Don’t Overlook Small Caps After Twelve Years of Underperformance

Small cap stocks have long been the hunting ground of discerning investors seeking outperformance through the market inefficiencies that exist in this less-followed corner of the market.

Investment Themes Managed Fund Investor Education

16 June 2025

· Simon Turner

· 5 MIN READ

How to Select a High-Quality Mortgage Fund & an Example

Mortgage funds have surged in popularity in recent years due to the attractive yields on offer which are backed by tangible property assets. However, as the sector matures and becomes more crowded, it’s more important than ever that investors understand not all funds are created equal. The vast spectrum of mortgage fund disclosure is also important to understand, since much of it is below the minimum level required by prudent investors.

Fixed Interest Managed Fund Investor Education

13 June 2025

· Simon Turner

· 8 MIN READ

Don’t Miss Out on These Tax Savings as EOFY Looms

As the financial year draws to a close, it’s the ideal time to get your tax planning in order if you haven’t already. The good news is it’s not too late. A few smart moves now can still lower your tax bill and free up some extra savings. Here’s are five tax-saving steps to take before the month wraps up…

Investor Education

12 June 2025

· Ankita Rai

· 7 MIN READ

How to make More Money in Bond Funds with a Superior Understanding of Duration

In the world of bond investing, few concepts are as powerful, or as misunderstood, as duration. Often simplified as a measure of interest rate sensitivity, duration can be used as a powerful tool to help investors make more informed and profitable decisions when investing in bond funds. Moreover, understanding duration at a deeper level can significantly enhance investors’ returns and reduce their risk by optimising timing, improving fund selection, and navigating changing interest rate environments more effectively…

Fixed Interest Investor Education

11 June 2025

· Simon Turner

· 7 MIN READ

The Importance of Holding Cash in this Precarious Market

The world has changed and global markets appear to be trying to tell investors something important: this is a time for caution, not bravado. As global economic and geopolitical uncertainties deepen, one of the most underrated advantages you can give yourself is simple but not easy: holding a sizeable cash weighting…

Macro Investor Education

9 June 2025

· Simon Turner

· 5 MIN READ

Why Salary Sacrifice into Super Still Stacks Up

Salary sacrificing into super has long been one of the most effective ways to manage taxes while building long-term wealth. Even with new rules on the horizon—like the proposed tax on super balances above $3 million cap—the fundamental attractions of this strategy remain unchanged. In a high-tax environment, it’s worth taking a fresh look at how this tax-efficient strategy fits into your broader financial plan.

Superannuation Accounts Investor Education

5 June 2025

· Ankita Rai

· 5 MIN READ

Why U.S. Family Offices Are Going Longer America

While broader market sentiment remains clouded by geopolitical risks, rising U.S. government debt, and fears of a global economic slowdown, America’s wealthiest families are leaning into U.S. assets, not away from them.

Managed Fund ETF Investor Education

4 June 2025

· Simon Turner

· 5 MIN READ

The Case for Global Diversification in a Fractured World

How fast markets change. After more than a decade of U.S. equity market dominance, the MSCI EAFE index, which tracks developed markets across Europe, Australasia, and the Far East, has outperformed the S&P 500 by 15% year-to-date (as of May 1st). In a world increasingly redefined by geopolitical tensions, inflation risks, and de-globalisation, investors are rightly asking: does this dramatic trend reversal signal a longer term turning point for the relative performance of U.S. versus global markets?

Managed Fund ETF Macro

2 June 2025

· Simon Turner

· 5 MIN READ

The end of an epoch. Warren Buffett retires

Australian investors, engrossed in the 2025 Federal Election, may have missed a seismic shift in the global financial landscape: Warren Buffett, the legendary investor and CEO of Berkshire Hathaway, announced his retirement at the age of 94. On Saturday, during the company’s annual shareholder meeting in Omaha, Nebraska, Buffett revealed he would step down as CEO and chairman by the end of the year, handing the reins to Vice Chairman Greg Abel.

Investor Education

30 May 2025

· Roger Montgomery

· 9 MIN READ

End of Financial Year Tips for Investors: What You Need to Know

As the 2024–25 financial year winds down, June offers a valuable opportunity for Australian investors to review their financial affairs, wrap up their tax strategies, and position their portfolios for the financial year ahead. Because tax is assessed annually, the timing of when you receive income or realise capital gains can make a meaningful difference to your overall liability. Whether you’re holding shares, property, or managing an SMSF, now is the time to take stock and act on any outstanding issues. Here are the five main considerations as you prepare for the end of the financial year (EOFY)…

Investor Education Superannuation Accounts

29 May 2025

· Ankita Rai

· 6 MIN READ

The US Bond Market is Telling a Worrying Story

The US bond market is sounding alarm bells at the moment. From rising Treasury yields to historic credit rating downgrades, the message is clear: the foundations of US economic credibility are under unprecedented strain.

Macro Investor Education

28 May 2025

· Simon Turner

· 4 MIN READ

Can Impact Investing Sidestep the Challenges of its Big Brother, ESG?

We wrote recently about how the DEI backlash has affected the ESG investment landscape. Long story short: it’s had a detrimental impact on US flows into ESG assets, although the long term arguments in favour of ESG investing arguably remain unscathed.

ESG Managed Fund Investor Education

26 May 2025

· Simon Turner

· 6 MIN READ

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

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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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