Articles by Sara Allen

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

Franking Credits Explained

If you want the possibility of a bonus tax refund, or a discount on your tax, then don’t forget to check your franking credits. If that concept sounds vaguely familiar, it should be – it’s an integral part of being an Australian income investor, particularly if you are a retiree.

Investor Education ETF Managed Fund

4 June 2026

· Sara Allen

· 5 MIN READ

Misvalued and Overleveraged: Where Property Fund Investors Go Wrong

There have been billions lost to failed property investments in the past.

Investor Education Property

28 May 2026

· Sara Allen

· 7 MIN READ

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

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

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

From FX Shocks to US Bias: The Biggest Global Equity Fund Risks to Manage

Investors are familiar with the positives of adding global equities to their portfolios. Think diversification, exposure to some of the biggest companies in the world and the potential to access different growth themes.

Managed Fund Investor Education

30 Apr 2026

· Sara Allen

· 10 MIN READ

The Income Ladder Strategy: Combining Bonds, Credit and Dividends

The idea of regular, consistent payments is a critical part of an income-focused portfolio. Ensuring that a portfolio actually looks and works that way across extended periods can take a bit more planning. It’s not as simple as bunging everything into a bond and taking a monthly coupon.

Fixed Interest Private Assets Shares Investor Education

23 Apr 2026

· Sara Allen

· 5 MIN READ

From Fees to FOMO: The Biggest Australian Equity Fund Mistakes Explained

If your portfolio has a home-town bias, you aren’t alone. Typically, Australian investors have a high allocation to domestic equities – even on an institutional level – and for a range of reasons. Think familiarity, access to franking credits and solid returns in recent times.

Managed Fund Investor Education

16 Apr 2026

· Sara Allen

· 7 MIN READ

How to Build a Reliable Income Portfolio

Once upon a time, income investors might simply have used a select group of dividend-paying equities and bonds to cover their needs. Today’s income portfolio looks vastly different – though equities and bonds still play a role. Investors learnt the hard way long ago.

Fixed Interest Managed Fund ETF Investor Education

8 Apr 2026

· Sara Allen

· 8 MIN READ

The 6 Biggest Pitfalls in Alternative Investing and Smart Ways to Dodge Them

Did you know that assets under management in the alternatives space is tipped to hit US$30 trillion by 2030? This asset class has seen extraordinary growth in popularity in recent years, moving swiftly from the sole domain of institutions and wholesale investors to becoming broadly accessible to retail investors. Even if you aren’t exposed in your personal portfolio, there’s a high chance there are alternatives in your superannuation.

Alternative Investment Investor Education

2 Apr 2026

· Sara Allen

· 12 MIN READ

Gates, Suspensions and Redemption Risk Explained

Imagine needing to withdraw your investment from a fund and being unable to. This is the exact dilemma that investors all over the world have faced. For some, it has been temporary. For others, their money has never been recovered.

Managed Fund Investor Education

26 Mar 2026

· Sara Allen

· 6 MIN READ

Articles by Sara Allen

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