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

End of Financial Year Tips for Investors: What You Need to Know

As the 2024–25 financial year winds down, June offers a valuable opportunity for Australian investors to review their financial affairs, wrap up their tax strategies, and position their portfolios for the financial year ahead. Because tax is assessed annually, the timing of when you receive income or realise capital gains can make a meaningful difference to your overall liability. Whether you’re holding shares, property, or managing an SMSF, now is the time to take stock and act on any outstanding issues. Here are the five main considerations as you prepare for the end of the financial year (EOFY)…

Investor Education Superannuation Accounts

29 May 2025

· Ankita Rai

· 6 MIN READ

The US Bond Market is Telling a Worrying Story

The US bond market is sounding alarm bells at the moment. From rising Treasury yields to historic credit rating downgrades, the message is clear: the foundations of US economic credibility are under unprecedented strain.

Macro Investor Education

28 May 2025

· Simon Turner

· 4 MIN READ

Can Impact Investing Sidestep the Challenges of its Big Brother, ESG?

We wrote recently about how the DEI backlash has affected the ESG investment landscape. Long story short: it’s had a detrimental impact on US flows into ESG assets, although the long term arguments in favour of ESG investing arguably remain unscathed.

ESG Managed Fund Investor Education

26 May 2025

· Simon Turner

· 6 MIN READ

$3 Million Super Tax Cap: Why It's Time to Revisit Your Retirement Strategy

Australia’s retirement planning landscape is shifting. Labor’s proposal to introduce a 30% tax on super balances above $3 million has sparked significant concern and has forced many wealthy Australians to revisit what they once considered to be rock-solid, tax-efficient retirement plans. The Treasury estimates the changes will initially impact around 80,000 people.

Superannuation Accounts Investor Education

22 May 2025

· Ankita Rai

· 6 MIN READ

Why Managed Funds & ETFs Happily Coexist in Most Portfolios

The managed fund versus ETF debate continues to rage across financial markets. Whilst some would argue that ETFs have been winning that debate for many years, there are compelling benefits of investing in managed funds alongside ETFs that are worth being aware of. Let’s unpack the nuances, and discover the benefits of a combined ETF/managed fund strategy…

Managed Fund ETF Investor Education

21 May 2025

· Simon Turner

· 6 MIN READ

Finding the Wood for the Trees Amidst the ETF Universe

They track well-known indexes. They have easy to understand themes. They’re straightforward to trade. Exchange-traded funds (ETFs) are here to stay as mainstream investment vehicles which make millions of investors’ lives easier. For most investors, choosing the right ETFs can be a pivotal step in building a successful investment portfolio. With the vast array of ETFs available, each tailored to different sectors, asset classes, and investment strategies, selecting the right ETFs requires careful consideration…

ETF Managed Fund Investor Education

19 May 2025

· Simon Turner

· 7 MIN READ

Can AI Really Give You Quality Financial Advice? We’re Closer Than You Think

AI-powered financial tools are quietly transforming how Australians access financial guidance. From robo-advisers to digital advice apps, these platforms offer personalised, licensed advice on demand, without the waitlists, paperwork, or high price tag of a traditional adviser. It’s a compelling offer, especially as investors’ financial lives grow more complex, shaped by rising assets, changing family structures, and shifting retirement goals.

Investor Education

15 May 2025

· Ankita Rai

· 6 MIN READ

Investing for income? Here’s what you should know

Many Australian investors continue to focus on income-generating investments. However, with ongoing market volatility, it’s worth thinking carefully about the way that you allocate to income generating investments in a portfolio.

Investor Education

14 May 2025

· Lauren Ryan

· 6 MIN READ

Private credit: What to look for in an asset manager

With private credit garnering plenty of media attention lately, it’s important for investors to understand the underlying variations across this asset class. Here we discuss some key points about private credit funds and how they work, as well as some key differences between them.

Investor Education

14 May 2025

· Lauren Ryan

· 6 MIN READ

What’s Keeping Ray Dalio Up at Night?

The financial world isn’t short of voices claiming the end is nigh. It’s always been the case, and always will be the case.

Asset Allocation Macro Investor Education Managed Fund

14 May 2025

· Simon Turner

· 6 MIN READ

Unlocking Abundance Through High Standards

Navigating the investment world can feel like a never-ending quest for the next big win. Investors all around the world pore over spreadsheets, dissect earnings reports, and dream of compounding their returns into the exponential returns the charts tell us are possible.

Investor Education Managed Fund

12 May 2025

· Simon Turner

· 6 MIN READ

Relying on an Inheritance? That’s Not a Risk You Can Afford

Inheritances are becoming a key part of Australia’s wealth story. Over the next two decades, more than $3.5 trillion is expected to change hands — with around $10 billion inherited each month.

Investor Education

8 May 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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