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Investor Education · Managed Fund · 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.

Sara Allen

18 June 2026

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

The 4 things investors need to know before investing in LICs and LITs

Newer investors looking for managed investments traded on the ASX may be less familiar with the concept of listed investment vehicles (LIVs). It may even surprise some to know that there was a time where interest in these types of investments far outweighed interest in ETFs, and they offered the only form of tradable access to professionally managed investments for decades.

Company Investor Education

11 June 2026

· Sara Allen

· 8 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

The 4 things investors need to know before investing in LICs and LITs

Company Investor Education

11 June 2026

· Sara Allen

· 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

Tax-Aware Investing: How to Improve Returns Without Taking More Risk

How we invest can make a big difference come tax time. At the more basic end, this could mean factoring franking credits as part of our share portfolio. Or it could mean decisions on when to sell to manage capital gains.

Investor Education Superannuation Accounts

21 May 2026

· Sara Allen

· 10 MIN READ

New Rules: Semiconductors Move From Cyclical To Structural

The first phase of the AI trade was about compute, but the second phase is being driven by constraints.

Investor Education

19 May 2026

· Billy Leung

· 8 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

Chasing Yield, Losing Wealth: Steps to Avoid the Biggest Income Fund Mistakes

When you are investing for income, you are looking for capital preservation, a level of growth and consistent income. But what if the fund you pick fails to deliver? Worse still, what if your money is lost?

Fixed Interest Investor Education

14 May 2026

· Sara Allen

· 8 MIN READ

The ETF Innovation Cycle: Why the Next Hot Fund May Warrant Caution

We all know the long list of benefits of investing in ETFs, but the passive fund boom has reached the stage where narratives can sometimes reign supreme. The risk is that the recent wave of ETF launches, particularly in thematic, single-stock, options-enhanced, and actively managed strategies, is partially shaped by investor demand for exposure to recent winners rather than enduring sources of return.

Investor Education ETF Investment Themes

13 May 2026

· Simon Turner

· 5 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 Bigger Picture - May 2026

April confirmed what markets had begun to suspect: the global macro backdrop has changed. Higher geopolitical risk is now structurally entrenched. Markets have quickly adjusted to this unfortunate new reality across all asset classes. Geopolitical risk has reasserted itself as a primary driver of energy prices, inflation expectations, and capital flows. Investors still anchored to the old world of low inflation, cheap money, and frictionless globalisation risk being structurally mispositioned.

Investor Education Macro Investment Themes

3 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

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

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Recent Videos

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