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

A storm is brewing in the US

With the S&P 500 rallying an historic 40% over the past twelve months, you’d be forgiven for thinking all is well with the US Government’s finances. After all, the state of the world’s largest economy is inextricably connected with the US Treasury’s financial health. Sorry to shatter that illusion, but the truth is very different. Do not read what follows if you prefer to believe in the US fairy tale…

Macro Investor Education Investment Themes

6 Nov 2024

· Simon Turner

· 6 MIN READ

Cash is king unless it overstays its welcome

With global equity markets partying like its 1999 despite some major risks lurking in the background like the potential unwinding of the yen carry trade and the US Treasury’s precarious financial position, now may well be a good time to hold some cash.

Cash/Money Market Asset Allocation Investor Education

5 Nov 2024

· Simon Turner

· 6 MIN READ

Megatrends for 2025 and beyond

Megatrends are long-term structural changes that affect the world we live in. Importantly, they shape communities, but they also create investment opportunities and risks. What Magellan has learned from historical megatrends is: 1) they often solve a problem through innovation; 2) the scope of the megatrend can initially be underestimated; and 3) the duration of a megatrend is typically longer than anticipated. There are numerous megatrends likely to influence markets that investors should consider: the shift to the cloud and generative AI, the ageing population, rising geopolitical tensions and so on. Today we highlight just some of the megatrends we are monitoring at Magellan.

Investment Themes Investor Education

4 Nov 2024

· Alan Pullen

· 6 MIN READ

Why rate cuts aren’t bad news for mortgage funds

With interest rates at a decade-high and the RBA signalling potential rate cuts sometime next year, the current yields on mortgage funds present an attractive opportunity. Mortgage funds have gained traction as higher interest rates have made lending to the commercial real estate sector increasingly attractive. This shift has occurred while traditional property investments such as real estate investment trusts are facing significant valuation challenges. According to a recent report by investment firm Zagga, more investors are gravitating toward private real estate debt for property exposure in order to avoid the volatility typically associated with property markets. This trend is fuelled b

Property Managed Fund Investor Education

31 Oct 2024

· Ankita Rai

· 4 MIN READ

How to invest in start-ups without losing your shirt

With ‘brain drain’ increasingly being the name of the game in the publicly listed markets, not to mention the ever present pull of the US market for innovative emerging Australian businesses in the need of capital, it’s hard to ignore the growing role of private equity and direct start-up investing in most investors’ portfolios. It’s also hard to ignore the fact that start-up investing entails its own unique risks. Many investors have been wrong-footed by the marked differences of start-up investing versus investing in publicly listed companies. The good news is with the right strategy it’s possible to invest in a portfolio of start-ups without losing your shirt.

Investor Education Asset Allocation Shares

23 Oct 2024

· Simon Turner

· 6 MIN READ

You may be surprised by the minimum assets you need for an SMSF

The inexorable rise of the SMSF continues with the SMSF count reaching 616,400 in March and the number of members hitting 1.1 million. Whilst that’s less than 5% of the Australian population, SMSF investors account for an impressive 24% of the $4 trillion invested in superannuation. In other words, SMSF investors are a wealthy and powerful bunch with growing financial clout.

Superannuation Accounts Investor Education

21 Oct 2024

· Simon Turner

· 5 MIN READ

Private Credit in the Spotlight: A Strategic Opportunity for Investors

In recent years, private credit investment has emerged as a frontrunner in the investment landscape. Private credit has topped the private markets globally in terms of both funds under management (FUM) growth and overall performance, capturing the attention of investors seeking stability in uncertain times. Private credit funds generate returns by acting as non-bank lenders, providing financing to businesses, and passing on the interest income from loans to investors.

Fixed Interest Investor Education

18 Oct 2024

· Frances MacDonald

· 4 MIN READ

Don’t overlook the healthcare sector, it’s anything but boring

The healthcare sector is back in focus, and for good reason. As the global economy slows and interest rates drop, investors looking for a safe haven are turning to the healthcare sector’s long-term growth potential.

Asset Allocation Managed Fund Investor Education

18 Oct 2024

· Ankita Rai

· 6 MIN READ

The 5 steps to an information advantage over the market

With the vast array of information investors have at their fingertips, you’d think it would be easy to spot investment trends before the rest of the market. If only. The problem is there’s too much available information for most investors to make sense of. After a while, reams of written text become just more words rather than a source of learning. Hence, interpreting and understanding the vast universe of words that relate to investing is almost impossible for most investors. So the question is: how can investors side-step this information overload challenge to spot investment trends before the rest of the market?

Investor Education Managed Fund

17 Oct 2024

· Simon Turner

· 5 MIN READ

Avoid the carnage caused by the Dunning-Kruger Effect

In the words of Mark Twain: ‘It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so.’ Most investors can relate, but few are fully aware of the cognitive bias that explains this quote: the Dunning-Kruger Effect. The Dunning-Kruger Effect is one of the more conspiratorial of the cognitive biases, and may just be sabotaging your investment returns without your knowledge or approval.

Investor Education

10 Oct 2024

· Simon Turner

· 7 MIN READ

How to generate high yield despite the concerning ASX dividend trend

Australian shares have traditionally been a go-to for income investors due to their attractive dividend yields. However, the market is undergoing a significant shift and the record payouts that followed the resources boom seem to be coming to an end. Recently, the base yield of the Australian market dipped below 4%, with rising costs and a weakening Chinese economy contributing to the decline. Morgan Stanley forecasts that the S&P/ASX 200 dividend yield will drop to just 3.6% in FY25, potentially marking the lowest yield for the ASX 200 in decades, excluding the COVID-19 period.

Managed Fund Investor Education Asset Allocation

9 Oct 2024

· Ankita Rai

· 6 MIN READ

Market intel from Blackrock

Blackrock’s Q4 equity outlook report contains some useful intel to help investors make sense of global markets at this juncture. With the US election looming and the Fed’s initiation of a rate cutting cycle, there’s a lot for markets to worry about and celebrate. One thing’s for sure: it’s unlikely to be a boring end to the year.

Macro Investor Education Managed Fund

8 Oct 2024

· Simon Turner

· 4 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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