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

What we can learn from Berkshire Hathaway’s record cash holding

Berkshire Hathaway’s cash pile reached a new all-time high of $US189 billion by the end of Q1 and is expected to continue rising from here. It’s unusual to see a global leader sitting on cash worth 22% of its market cap, and it’s particularly noteworthy when one of the greatest investors in history is at the helm. For an investor of Warren Buffet’s genius, one thing is for sure: sitting on a such a massive cash pile is a conscious and informed move which the rest of us can learn lessons from.

Cash/Money Market Investor Education

8 May 2024

· Simon Turner

· 6 MIN READ

How to get started investing in AI

With the significant gains witnessed in AI stocks such as Nvidia, Microsoft, Meta, and Super Micro Computers over the past year, many investors are now pondering whether it's too late to jump onto the AI bandwagon—and rightly so.

Investor Education Investment Themes Shares

2 May 2024

· Ankita Rai

· 6 MIN READ

Supercharge your portfolio with these 5 powerful tailwinds

Being aware of major investment themes at play often makes the difference between investing with a tailwind behind you versus a headwind in front of you. Needless to say, investing with the benefit of structural tailwinds is a much easier pathway to investment success.

Investment Themes Investor Education Macro

1 May 2024

· Simon Turner

· 6 MIN READ

The 60/40 portfolio may have had its day

Remember when the 60/40 portfolio was regarded as a rock solid approach to portfolio construction? How times have changed.

Asset Allocation Investor Education

26 Apr 2024

· Simon Turner

· 5 MIN READ

The charts that tell the surprising story of markets in 2024

What a year 2024 is turning into for global investment markets. Long term trends and playbooks are being turned on their heads on a weekly basis. It’s emerging as a year when it pays to have a long term investment plan to follow while the noise gets louder and adds to the market’s confusion. It’s also a year in which it’s important to understand why global markets are surprising so many investors to ensure you remain unsurprised by what’s happening, and thus comfortable sticking with your plan.

Investor Education Investment Themes Macro

19 Apr 2024

· Simon Turner

· 4 MIN READ

Multi-asset funds can help steady the ship

Multi-asset funds fell out of favour during the prolonged low-interest-rate environment following the 2008 global financial crisis. However, the landscape shifted post-COVID with heightened economic worries prompting a resurgence in multi-asset strategies.

Investor Education Asset Allocation

11 Apr 2024

· Ankita Rai

· 4 MIN READ

Conquering the demon that insisted you sell at the pandemic lows

It’s a well-known fact in investment circles that the pain of a losing money greatly exceeds the positive feelings associated with investment success. The cognitive bias that explains this is called loss aversion.

Investor Education Asset Allocation

5 Apr 2024

· Simon Turner

· 9 MIN READ

The managed funds renaissance

If you’ve notice the growing popularity of managed funds of late, you aren’t alone. After a challenging couple of years, Australia’s managed fund sector resumed growing its funds under management around eighteen months ago. The recent rally in global equity markets is clearly a key driver.

Managed Fund SMA and Managed Accounts Investor Education

28 Mar 2024

· Simon Turner

· 5 MIN READ

What’s behind the recent rush into corporate bonds?

Corporate bonds are once again popular with Australian and global investors alike. With markets expecting the RBA and the Fed to start cutting rates in the coming months, investors have been increasing their corporate bond exposure to lock in the highest yields available in recent years. We investigate whether or not this is a wise strategy below.

Fixed Interest Asset Allocation Investor Education

27 Mar 2024

· Simon Turner

· 5 MIN READ

The match of the year: Growth vs Value

Welcome to the match of the year … it’s growth versus value stocks. The audience are on the edge of their seats. Both value and growth supporters are passionate about their players, and both believe they are on the winning side. To the match … the two teams will be tested against one another on four key factors for a steer as to which style is best positioned to outperform over the remaining three quarters of 2024.

Shares Investment Themes Investor Education

20 Mar 2024

· Simon Turner

· 7 MIN READ

How the changing face of Australia affects investors

Demographics are often at the heart of long term structural trends which affect a country’s economic and investment prospects. As such, being aware Australia’s demographic trends is an important part of the puzzle for all long term investors. We unpack the key demographic trends at play for investors below.

Investor Education Investment Themes Property

15 Mar 2024

· Simon Turner

· 5 MIN READ

How many central bankers does it take to change a light bulb?

You may have heard the joke about central bankers … how many central bankers does it take to change a light bulb? None. If the light bulb needed changing the market would have done it already. It won’t surprise you to hear not many central bankers find this joke funny. But what if the light bulb that needed changing was persistent inflation, and what if the market believes it can relax as the RBA has already changed that light bulb?

Macro Asset Allocation Investor Education

13 Mar 2024

· Simon Turner

· 7 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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