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

The Future of Travel: How AI-powered travel agents are revolutionising the industry

Planning and booking travel has long been a frustrating and time-consuming process. Travellers must sift through countless flight and hotel options, read reviews, juggle different booking platforms and coordinate schedules – all while trying to secure the best deals.

Investor Education

9 Apr 2025

· Lucina Martin

· 7 MIN READ

Zigging in Private Credit when Everyone Else is Zagging

After our recent investor event, we sent out a survey regarding the topics investors would like to hear more about. One asset class dominated all others in the feedback: private credit. Investors were clear: the prospect of solid risk-adjusted returns without the volatility of listed markets is fuelling their interest in private credit.

Fixed Interest Managed Fund Investor Education

9 Apr 2025

· Simon Turner

· 7 MIN READ

How AI Will Change Investing Forever

The only thing that’s certain is change. The world of investing is no exception. Long gone are the days when a stockbroker with encyclopedic knowledge of the markets was your best ally. Welcome to the era of AI in which algorithms, data crunching, and predictive analytics are the game-changers for many investors.

Investor Education Technology Managed Fund

7 Apr 2025

· Simon Turner

· 6 MIN READ

MercadoLibre (MELI) - Amazon in the Amazon

MercadoLibre (NASDAQ: MELI) is the leading e-commerce and fintech ecosystem company in Latin America, co-founded in a Buenos Aires garage during the dotcom boom by Marcos Galperin, who remains Chairman and CEO to this day. The company began life as an online auction marketplace inspired by eBay and has since evolved to encompass a broad range of services including third- and first-party sales, logistics, advertising, and fintech.

Investor Education

3 Apr 2025

· Daniel Wu

· 25 MIN READ

Budget 2025: What Investors Need to Know

With an election looming, the Albanese Government’s 2025 Budget lands exactly where you’d expect: safe, strategic, and politically calibrated. It’s packed with handouts designed to ease household cost pressures, including tax cuts starting from 2026–27, student debt relief, and housing assistance. The Budget extends support measures—but at a price. It returns to a deficit with a $27.6 billion shortfall this year and $42.1 billion projected for 2025–26. As a result, gross debt is set to climb to $1.22 trillion by 2028–29, up $283 billion from current levels.

Investor Education

3 Apr 2025

· Ankita Rai

· 6 MIN READ

A Shortcut to Make More Money While You Sleep

Most investors’ picture of financial independence involves streams of money flowing their way without any effort on their parts. It’s this lack of effort, this ability to make money while we sleep, that allows us to do all the things we’ve always dreamt of—like travelling or sipping cocktails at the beach.

Managed Fund ETF Investor Education

31 Mar 2025

· Simon Turner

· 7 MIN READ

Super Trends Every Investor Should Watch

For most Australians, superannuation is their most important financial asset after the family home—and the primary vehicle for funding their retirement.

Superannuation Accounts Investor Education

27 Mar 2025

· Ankita Rai

· 6 MIN READ

Making sense of the banking sector

The banking sector enjoyed an extraordinary rally in 2024, with the Big Four Banks delivering an average TSR of 33%. As recently as February, Commonwealth Bank (CBA), for instance, enjoyed a price to earnings multiple of 26x- a 60% premium to its historical average. This raises an important question: are these valuations justified for a sector that has not grown its overall earnings per share over the last 10 years?

Investor Education

24 Mar 2025

· Jack McNally

· 7 MIN READ

The Hidden Biases holding your portfolio back

Investing is often seen as a game of numbers, charts, and cold, hard logic. Except, in practice, that’s not how it works for most investors. More often than not, investment decisions are driven by emotions, biases, and mental shortcuts. As Benjamin Graham puts it: ‘The investor’s chief problem—and even his worst enemy—is likely to be himself.’

Investor Education

20 Mar 2025

· Ankita Rai

· 6 MIN READ

The LIC/LIT Opportunity: Pay 80-90 cents for each Dollar of Assets

What if I told you of an investment sector in which you could pay 80-90 cents for each dollar worth of assets? Welcome to the current state of affairs in the Listed Investment Companies (LICs) and Listed Investment Trusts (LITs) sector. The question is: do these discounts represent an opportunity worth pursuing, or a risk worth avoiding?

Shares Investment Themes Investor Education

19 Mar 2025

· Simon Turner

· 5 MIN READ

Why semiconductors are driving future innovation

Semiconductors are the essential components powering a vast array of electronic devices we use daily. Investment Analyst Adrian Lu explains how the semiconductor industry has experienced rapid growth and is set to continue expanding. Adrian highlights the industry’s robust outlook and discusses DeepSeek’s innovative entrance into the sector, which has made AI models cheaper and more efficient to build and run. He also provides insights on TSMC, a high-quality company that stands out as a key player in the sector due to its unique role in the semiconductor value chain.

Technology Managed Fund Investor Education

17 Mar 2025

· Adrian Lu

· 4 MIN READ

Powering demand and supply: Investing in utilities

The US energy landscape is being reshaped by the growing influence of AI, data centres, and the return of manufacturing. As energy demand soars, a diverse mix of energy sources, including nuclear power, natural gas and renewables, is shaping the landscape. Investment Analyst Fiona Wu delves into this dynamic environment, highlighting the exciting investment opportunities it presents, particularly for regulated utilities. She also provides insights into the companies that are effectively capturing this demand and expanding their operations.

Utilities Investor Education Managed Fund

17 Mar 2025

· Fiona Wu

· 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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