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Investor Education · ETF · 7 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.

Simon Turner - Head of Content (CFA)

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

· 7 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

Time to Get Real About Diversification

Investor Education Managed Fund ETF

10 June 2026

· Simon Turner

· 8 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

· 7 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

Time to Get Real About Diversification

Investor Education Managed Fund ETF

10 June 2026

· Simon Turner

· 8 MIN READ

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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 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

Want an Extra 1.5% p.a. in Returns? Why Investor Psychology Destroys More Wealth Than Fees

These days, most investors are well-trained to minimise their fund and ETF costs. It’s been drilled into their minds that an apparently small fund fee difference can create an enormous performance drag over the long term. Hence, management expense ratios, brokerage fees, and tax leakage dominate product comparisons and marketing narratives.

Investor Education Managed Fund ETF

28 Apr 2026

· Simon Turner

· 7 MIN READ

Navigating Fixed Income Markets During a Chaotic Year

For bond investors, the first few months of 2026 have been chaotic to say the least. It has been a year in which duration, inflation sensitivity, and market structure have mattered again, often brutally.

Fixed Interest Managed Fund ETF Investor Education

22 Apr 2026

· Simon Turner

· 7 MIN READ

The Major Shift in Fund Management Isn’t What You Think

The decade-long narrative in funds management has been that passive investing is winning at the expense of active management. It’s hard to argue with that. Fees have fallen, passive fund transparency has improved, and cost-focused investors have taken advantage of the opportunity.

ETF Managed Fund Investor Education

20 Apr 2026

· Simon Turner

· 7 MIN READ

Business as Usual: Navigating Volatility

Investors love the rush of making money. It’s a signal that they were right, and that feels good. But rarer is the investor who’s genuinely ready for the darker, less enjoyable side of investing; navigating market sell-offs. Like we’ve witnessed in the past few weeks since the US and Israel attacked Iran.

Investor Education ETF Managed Fund

14 Apr 2026

· Simon Turner

· 6 MIN READ

How to Compare Funds Like a Professional Investor

So, your investment plan is ready and assumes you know how to find the best funds and ETFs to execute your plan. But with over 10,000 managed investment products that Australian investors can pick from, seeing the wood for the trees is easier said than done.

Investor Education ETF

9 Apr 2026

· Simon Turner

· 9 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

· 8 MIN READ

How Many ETFs Is Too Many? The Diversification vs Dilution Problem

The theory behind diversification makes intuitive sense to most investors: by combining assets that don’t move in perfect synchrony, investors can reduce portfolio volatility without necessarily sacrificing expected returns. This accepted truth reshaped portfolio construction in the twentieth century and continues to underpin institutional allocation frameworks today.

ETF Asset Allocation Investor Education

7 Apr 2026

· Simon Turner

· 6 MIN READ

Emerging Markets in a Fractured World: Positioning for Returns After the Iran War Shock

Emerging markets (EMs) entered 2026 with strong structural momentum behind them, but the escalation of conflict in Iran has introduced a new layer of geopolitical risk that’s reshaping capital flows, commodity dynamics, and currency regimes.

Macro Managed Fund ETF Investor Education

1 Apr 2026

· Simon Turner

· 7 MIN READ

Beyond Silicon: Why Photonics Could Become the Next Major Investment Theme

Every technological revolution eventually runs into a physical constraint. For AI, it’s becoming clear that bandwidth and energy are the main barriers the technology needs to navigate. The enormous computing clusters used to train and run modern AI models now consume staggering amounts of electricity and generate unprecedented data traffic between chips, servers and data centres.

Technology ETF Investor Education

18 Mar 2026

· Simon Turner

· 6 MIN READ

The Smarter Way to Spend Your Portfolio in Retirement

The ‘4% rule’ is one of the more widely quoted guidelines for investors approaching or during retirement. It was originally developed by financial planner William Bengen using historical market simulations which suggested retirees could withdraw 4% p.a. from their portfolios without exhausting their savings over a thirty-year retirement.

Investor Education ETF

16 Mar 2026

· Simon Turner

· 6 MIN READ

Related Videos

Why investors are allocating more capital to ETFs

Why investors are allocating more capital to ETFs

In this presentation Marc Jocum from Global X covers: - Migration from high cost to low cost has been the key driver for ETFs. - Benefits of ETFs – liquidity, tax efficiency, transparency. - How ETFs can help with generating passive income for investors. - Green fatigue – declining popularity of ESG investing but still interest in thematic renewable energy plays. - More active ETFs coming to market but not attracting enough investor dollars. - ETF innovation areas such as digital assets, fixed income, thematics and smart beta.