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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

Why there’s buzz about the arrival of bitcoin ETFs

Bitcoin is now much easier to own for Aussie investors thanks to the ASX listing of the first such ETF last week. The move follows the lead of the US market, which opened the door to bitcoin ETFs in January this year. Investors have since poured billions of dollars into cryptocurrency ETFs, with US bitcoin ETFs collectively amassing over $57 billion of inflows within three months of launch, including offerings from BlackRock, Fidelity Investments, and VanEck.

Investor Education Investment Themes Cryptocurrency & Blockchain

26 June 2024

· Ankita Rai

· 6 MIN READ

What happens if the Fed cuts rates?

It’s been a wild ride in recent months for Fed rate expectations. Back in January this year, a buoyant US market expected seven Fed rate cuts by the end of 2024. By March, the market had sobered up a little and expectations had fallen to three rate cuts for the year. But now markets are only expecting one Fed rate cut in 2024. Interestingly, despite pricing out a full six rate cuts since the start of the year, the S&P 500 is up 15% year to date.

Macro Investor Education

26 June 2024

· Simon Turner

· 6 MIN READ

Get ready for the next leg of the AI-powered data centre real estate boom

Despite the ongoing economic slowdown and persistently high office vacancy rates, there are promising signs that the commercial property market is gearing up for a rebound. The rapid expansion of the data centre sector, fuelled by the exponential growth of generative AI and cloud computing, is driving a noticeable surge in commercial real estate activity, both locally and globally. Major players in the industry, such as Equinix, Digital Realty, Blackstone, and Goodman Group, are ramping up their investments in this fast-growing sector, reflecting their widespread confidence in its potential.

Property Investment Themes Investor Education Shares

13 June 2024

· Ankita Rai

· 6 MIN READ

How the rich get rich and stay rich

Ask most wealthy people how they built their wealth, and the answers you’ll receive are likely to be obvious and somewhat unexciting rather than sounding like the secret keys to a kingdom of wealth. But therein lies the truth of wealth-building … it’s about taking small, mundane steps in the right direction over the long term.

Investor Education Asset Allocation

12 June 2024

· Simon Turner

· 7 MIN READ

The mysterious case of the shrinking ASX

There’s a concerning trend at play on the ASX: the number of listed stocks is shrinking year in, year out. This is the opposite of most investors want, which is access to a large and diverse range of listed businesses with high disclosure standards. We investigate the mysterious case of the shrinking ASX below.

Investor Education Shares Private Assets

4 June 2024

· Simon Turner

· 5 MIN READ

Global tech stocks now tick income investors’ boxes

Global tech companies, once focused solely on rapid growth, are now adopting a strategy typical of more traditional value businesses — issuing dividends. Meta's introduction of its maiden dividend earlier this year marked a significant departure from the tech sector's usual emphasis on buybacks. Shortly after, Salesforce, Booking, and Alphabet followed suit, announcing dividends for the first time.

Shares Investor Education Investment Themes Asset Allocation

30 May 2024

· Ankita Rai

· 5 MIN READ

Is your portfolio WWIII-proof?

The war in Ukraine signalled a step-change in global geopolitical risk which was further escalated by events in the Gaza Strip. Whilst the investment world remains hopeful (and possibly correct) that global peace will resume after these events, history is less comforting. The risk of a third world war has rarely been higher, and investors have rarely been less prepared for it. Being ready for the unthinkable may be more prudent than you currently believe.

Investment Themes Investor Education Macro

29 May 2024

· Simon Turner

· 8 MIN READ

Diversification vs Deworsification

Most of us have been taught to diversify our investment portfolios to ensure we remain on track to achieve our investment goals, regardless of a few mistakes and bear markets along the way. Intuitively, diversifying makes sense to most people as a concept. Even in the seventeenth century, it was written in Don Quixote: ‘It is the part of a wise man to keep himself today for tomorrow, and not venture all his eggs in one basket.’

Investor Education Shares

23 May 2024

· Simon Turner

· 6 MIN READ

The bond bear may not be ready to hibernate

We’re entering unchartered territory with the current global bond bear market both in terms of duration and magnitude. For an asset class which had previously been incorporated into the vast majority of portfolios primarily for its defensive attributes, this bear market has raised serious questions about how investors should view bonds looking forward.

Fixed Interest Macro Investor Education

22 May 2024

· Simon Turner

· 6 MIN READ

Commodity ETFs: an ideal portfolio diversifier

Money has been flowing into commodities this year due to persistent high inflation and geopolitical tensions, prompting investors to seek strategic, inflation-proof assets.

Commodities Investor Education

17 May 2024

· Ankita Rai

· 6 MIN READ

The technology shifts helping your fund managers make you more money

One of the longer term criticisms of the active fund management industry is its chronic underinvestment in product research and innovation. But time catches up with all of us. There was only so long active fund managers were going to avoid investing in products which match up with modern day investors’ needs and expectations.

Managed Fund Investor Education Cryptocurrency & Blockchain

16 May 2024

· Simon Turner

· 7 MIN READ

Why Australian economic growth has ground to a halt

Worryingly, Australian economic growth decreased each quarter of 2023 so the economy has been in deceleration mode for some time now. The economy only grew 0.2% in Q4 2023, and 1.5% for 2023. Given the population has been growing faster than that, Australia has been in a per capita recession for some time now. In fact, this is the slowest rate of Australian economic growth since way back in the 1990s (excluding the pandemic and the GST introduction). In case you’re wondering why the Aussie economy is languishing while the global economy continues to grow at a decent clip, we take a look under the hood for a guide as to what’s coming next…

Macro Investor Education

9 May 2024

· Simon Turner

· 5 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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