Investor Education Articles

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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

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

Bond Markets Are Celebrating the Death of TINA

Global bond markets are far from boring in 2025. The death of the ‘TINA’ era (‘There is No Alternative’ to Equities) is resulting in surging bond demand from institutional and superannuation investors, while the supply of primary local issuance is under strain.

Fixed Interest Managed Fund ETF Investor Education

1 Sept 2025

· Simon Turner

· 6 MIN READ

Rethinking private credit for income and defensive portfolios

Private credit has traditionally been classified within the 'alternatives' bucket of a portfolio and grouped with illiquid assets such as private equity, real estate, and infrastructure. For many investors, this category has made up no more than 10–20% of total portfolio allocations.

Investor Education Fixed Interest

29 Aug 2025

· Lauren Ryan

· 5 MIN READ

The Hidden Risks of Bank of Mum and Dad Financing

Parents are increasingly stepping in to help children and grandchildren break into the property market, but good intentions don’t always translate into positive outcomes.

Investor Education

28 Aug 2025

· Ankita Rai

· 6 MIN READ

8 Money-Making Strategies in the Recovering Commercial Property Market

Australia’s commercial property sector is in the midst of transformation. Long gone are the times when the hottest markets were congregated in the country’s most populated city centres. Regional hubs like Wollongong, Newcastle, Ipswich, and the Sunshine Coast have emerged as major post-pandemic winners.

Property Managed Fund Investor Education

27 Aug 2025

· Simon Turner

· 8 MIN READ

Chicken Little: Lessons from 30 Years in Private Lending

Mankind has a short memory — and in finance, that forgetfulness comes at a price. After three decades in private lending, I’ve seen the same cycle repeat itself three times. Each time, I’ve raised the warning flag. Each time, the industry has dismissed it as professional jealousy. Each time, I’ve been proved right.

Fixed Interest Managed Fund Investor Education

27 Aug 2025

· Richard Woodhead

· 5 MIN READ

Australia’s Economic Slide And How to Respond

There’s some sobering news to report. Despite being one of the world’s richest nations in personal wealth terms, Australia has slipped to 105th out of 145 countries in Harvard University’s Economic Complexity Index (ECI)

Macro Investor Education Managed Fund ETF

25 Aug 2025

· Simon Turner

· 6 MIN READ

Make The Efficient Frontier Your Portfolio’s North Star

Are you aiming for the type of enduring wealth accumulation that’s built upon optimising your long-term, risk-adjusted returns?

Investor Education Managed Fund ETF

20 Aug 2025

· Simon Turner

· 6 MIN READ

Financial Education: The Most Valuable Gift You Can Give

Over the next two decades, Australians are expected to pass on more than $3.5 trillion in assets through intergenerational wealth transfer, reshaping the financial future of many families.

Investor Education

20 Aug 2025

· Rachel Waterhouse

· 5 MIN READ

Why Childcare Is a Smart Investment: Exploring a Growing Asset Class in Australia

With many investors looking for stable, long-term opportunities that also make a positive impact, one area that is gaining attention but is still not widely understood, is childcare. In Australia, the early learning sector is growing fast, supported by strong demand and government backing. Read on to learn why childcare is becoming a valuable asset class, why the sector is an attractive investment option, and how Jarra Childcare Trust is helping investors tap into this opportunity.

Property Investor Education

20 Aug 2025

· Michael Cameron

· 5 MIN READ

Some Thoughts about Stock Picking

Each of us has a pet hate; something that annoys us each time we experience another tiresome example. In the world of finance, the thing that gets to me are those confident, brash and vociferous market commentators who deliver definitive comments in a financial world that is anything but certain.

Investor Education

18 Aug 2025

· Michael Kemp

· 10 MIN READ

The ChatGPT Effect & What Australian Investors Should Do About It

When Bank of America CEO Brian Moynihan proudly declared he’d slashed his company’s workforce by nearly 90,000 over the past fifteen years and that he wasn’t done yet, he wasn’t just reflecting on a company-specific trend. He was eluding to a structural shift unfolding across the global economy.

Investor Education Managed Fund ETF

11 Aug 2025

· Simon Turner

· 7 MIN READ

Pay Down Your Mortgage or Top Up Your Super: What’s the Better choice?

One of the more common questions many Australians face is deciding whether to use spare cash to pay down their mortgage or to top up their superannuation.

Investor Education

7 Aug 2025

· Ankita Rai

· 6 MIN READ

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

This episode of Conviction Capital features Mark Esterhuizen from Aura Ventures and Adrian Bunter from Sydney Angels as they discuss Australia's fast-growing venture capital (VC) market with host Juliette Saly.

US Markets in 2026 - Risks and Opportunities

Michael McCarthy, CEO of Moomoo ANZ and keynote speaker in the March Investor Webinar ‘Finding Value in Volatility’, delivers a compelling deep dive into the risks shaping US markets in 2026.

Contrarian Investing in an Age of Disruption

Simon Raubenheimer, Director at Contrarius Investment Management and a featured speaker in the March Investor Webinar ‘Finding Value in Volatility’, dives into how artificial intelligence is reshaping global investment opportunities.

Investor Education

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