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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!

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Starting Points Matter

I learned a valuable lesson in July 2022, the last year the S&P/ASX 200 index posted a negative return, that starting points matter. I had gone on leave to have my second child in December 2021 as markets were making all-time highs, the cash rate was on the floor (and the RBA was promising to keep it there for years) and a raft of IPOs were hitting the ASX.

Investor Education

30 Jan 2025

· Emma Fisher

· 5 MIN READ

Prepare for a resurgence of the healthcare sector

2024 was a bumpy ride for global healthcare investors with the sector lagging most economically sensitive sectors. There were also sector-specific challenges to navigate in the form of margin pressure, workforce shortages, and digital disruption. But at this juncture, the global healthcare sector’s fundamentals are stronger than ever thanks to a step-change in recent innovation as well as favourable demographic changes. Investors should arguably position themselves for a sector recovery…

Healthcare & Medical Investment Themes Managed Fund Investor Education

29 Jan 2025

· Simon Turner

· 5 MIN READ

The great global earnings expectations divergence

We all know the US has been attracting investment capital from all around the world at an unprecedented rate. What may be more surprising to some investors are the growing global divergences of earnings growth expectations by region, as well as within the US.

Macro Asset Allocation Investor Education

28 Jan 2025

· Simon Turner

· 5 MIN READ

SMSF cost-cutting tips every trustee should know

Self-managed super funds (SMSFs) are growing in popularity amongst investors seeking greater control over their retirement savings. While their benefits are significant, the costs—both setup and ongoing—can pose challenges, particularly for smaller funds. The good news is there are some costs-cutting tips which make SMSFs accessible to a wider portion of the investing population.

Superannuation Accounts Investor Education

23 Jan 2025

· Ankita Rai

· 5 MIN READ

Is a Volmageddon event brewing?

In the words of Russell Napier: ‘Financial history is the most important thing to study for anyone seeking to avoid the mistakes of the past.’ So what does financial history suggest may be coming in early 2025? And is a Volmageddon event (read: an extreme volatility event) brewing as a number of experts are warning? To answer those questions, we’ll focus on the main game in town, the S&P 500, since US stocks continue to drive global markets…

Macro Investor Education

21 Jan 2025

· Simon Turner

· 6 MIN READ

Time to revisit your commercial property fund weighting

Investing in commercial property funds has been unusually painful for investors in recent years. Rather than paying out rock-solid distributions and grinding out gradual capital gains each year as investors expected, the headwinds created by rising interest rates and the pandemic severely impacted the asset class.

Property Managed Fund Investor Education

20 Jan 2025

· Simon Turner

· 6 MIN READ

What the DEI backlash means for ESG investing in 2025

Does going woke mean going broke in 2025? ESG investors have certainly had their challenges to contend with in recent years, not least of which has been the global pushback against diversity, equality & inclusion (DEI) as a core ESG strategy. We investigate why the DEI backlash has happened and what it means for ESG investors looking forward.

ESG Investment Themes Managed Fund

16 Jan 2025

· Simon Turner

· 6 MIN READ

What investors need to know as AI grows up to become AGI

Does the acronym AGI inspire the same mix of excitement and terror in you as AI does? Probably not, but that may change soon. AGI stands for Artificial General Intelligence. The difference between AI and AGI is that Artificial General Intelligence is at least as good as human intelligence for a wide range of tasks that require intelligence. According Sam Altman, the CEO of OpenAI, AGI is coming this year which means that, for the first time in history, ‘computers will be able to automate the great majority of intellectual labour’. In other words, many of us were right to worry that artificial intelligence is indeed coming for our jobs. The ramifications are also significant for investors…

Technology Investment Themes ETF Shares

15 Jan 2025

· Simon Turner

· 7 MIN READ

Why more Australians are turning to SMSFs for retirement planning

The trend of Australians taking control of their own superannuation investments has been steadily rising over the years. Despite challenges like sticky inflation and higher-for-longer interest rates, the self-managed superannuation fund (SMSF) sector has shown remarkable resilience, surpassing the significant milestone of $1 trillion in assets last year.

Superannuation Accounts Investor Education

14 Jan 2025

· Ankita Rai

· 5 MIN READ

What the WFH revolution means for investors in 2025

Are you happier working in an office or working from home? This is the question millions of Australian workers have been voting with their feet on in recent years. It’s fair to say the work from home (WFH) revolution has been one of the biggest social shifts we’ve witnessed in modern history. It’s brought with it profound changes in the way many of us work, as well as workers’ confidence in requesting WFH as an option.

Investment Themes Investor Education Property

9 Jan 2025

· Simon Turner

· 7 MIN READ

Reading the world’s emotional tea leaves

It’s tempting for investors to believe that their personal experience of the world’s emotional state allows them to accurately assess the global zeitgeist. However, the reality is most investors are only exposed to a miniscule fraction of the global population, and it can be challenging to understand others’ emotions at the best of times. Reading the world’s emotional tea leaves is easier said than done.

Investor Education Investment Themes

8 Jan 2025

· Simon Turner

· 5 MIN READ

Crystal ball gazing at 2025

Happy new year! We hope it’s a healthy and happy one for you. While no one knows exactly what’s coming in the year ahead, most investors will be asking themselves similar questions as the new year begins. For example, will 2025 be a repeat of 2024’s US-led market resilience and euphoria? Or will markets follow a different playbook this year which requires investors to make tactical adjustments? With these questions in mind, it’s time to do our best at crystal ball gazing to help investors make sense of what may be coming in 2025…

Investment Themes Investor Education Asset Allocation

31 Dec 2024

· Simon Turner

· 12 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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