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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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The Bigger Picture: March 2026

We’re only two months into 2026 and investors have already experienced what feels like a year’s worth of change. It’s this accelerating pace of change that’s already the dominant issue of the year, as markets are being challenged to price in a more uncertain future.

Investor Education

2 Mar 2026

· Simon Turner

· 5 MIN READ

The AI Inflection Point: What It Means for Investors

How many times have you heard people talk down AI’s role in the future of humanity? We’ve all heard the feedback: ‘It’s unreliable’, ‘It will never replace humans for anything but low-value jobs,’ and ‘It’s all a flash in the pan.’ But what if these excuses are simply defensive responses because the truth is too earth-shattering to accept: the productivity promise of AI is already real.

Technology Macro Investor Education

1 Mar 2026

· Simon Turner

· 8 MIN READ

Passive Is Winning the Flows — But Active May Be Gaining the Edge

Passive investing has reshaped global equity markets over the past decade. Record inflows into low-cost ETFs have led many investors to question whether active management still has a meaningful role.

Investor Education Managed Fund ETF

26 Feb 2026

· Jarrad Stuart

· 5 MIN READ

Australian vs Global Bond Funds: Currency Changes Everything

Following the exchange rate might be popular for those planning future international travel, but those planning their portfolios should not forget currency either. A shift in the exchange rate can mean an instant shift in the value or performance of your portfolio, depending on whether you have hedged any of your international exposures.

Fixed Interest Managed Fund Investor Education

26 Feb 2026

· Sara Allen

· 8 MIN READ

A Young Investor’s Path to Wealth Without Acquiring a Property Empire

There’s a uniquely Australian breed of wealth creator who achieved financial independence before the age of 30 by accumulating a sprawling property portfolio.

Investor Education ETF

25 Feb 2026

· Simon Turner

· 7 MIN READ

A Familiar Feeling

I’ve been doing this long enough that certain patterns are hard to ignore.

Investor Education

24 Feb 2026

· Richard Woodhead

· 3 MIN READ

The Misunderstood Miner

Open a financial news app and you’ll be greeted with headlines of quarterly earnings misses, monthly economic data prints, and excitement about a 10-week trading update, with share prices swinging around in response.

Managed Fund

24 Feb 2026

· Chris Watson

· 8 MIN READ

Why Smart Investors Sell at the Worst Possible Time

Many investors think selling is an easy part of investing that doesn’t require a lot of thought. In contrast, buying is exciting. It requires an understanding of valuation numbers, corporate fundamentals, and the macro environment. For many investors, these are interesting challenges that are an enjoyable part of investing. Yet, selling feels to many like an administrative process that’s executed more out of necessity. It’s the dotting of the investment i’s and the crossing of the t’s that concludes the process.

Investor Education Managed Fund ETF

23 Feb 2026

· Simon Turner

· 7 MIN READ

Credit vs Equities in a Slowdown: Who Loses First?

There must be something about the 20s. Just like the 1920s, the 2020s have been turbulent and full of contradictions, though hopefully the 2020s won’t end the same way. As investors watch economic and geopolitical risks increase, alongside an uptick in inflation forcing the hand of the RBA, some may wonder if a slowdown is in the future.

Fixed Interest Shares Investor Education

19 Feb 2026

· Sara Allen

· 7 MIN READ

The One Habit That Builds Wealth Faster Than Any Other

There’s a crossroads in the financial lives of most households when wealth growth is either ignited or postponed. It’s a single habit shift that’s simple, and far from glamorous.

Investor Education ETF Managed Fund

17 Feb 2026

· Simon Turner

· 6 MIN READ

Crypto’s Value Problem: Why Utility Isn’t Enough

Cryptocurrencies must surely be the most polarising asset class in the modern financial era. On the one hand, they promise decentralised finance, immutable digital money, and permissionless innovation.

Cryptocurrency & Blockchain ETF Managed Fund Investor Education

16 Feb 2026

· Simon Turner

· 7 MIN READ

Beginning 2026 With A Bang

This time of the year is always interesting due to the preponderance of investment outlooks that are penned in early-to-mid December. These publications wax lyrical on a variety of topics du jour but are often most useful in informing investors exactly where consensus expectations and biases lie across various asset classes. These publications are also slowly coming to grips with the new world order in geopolitics and how a seemingly structured 6-month view of the world can get blasted to smithereens in a few hours.

Fixed Interest Managed Fund Investor Education

13 Feb 2026

· Garreth Innes

· 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

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

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