Investor Education Articles

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Feel Behind on Investing? The Biggest Mistakes Younger Australians Can Avoid

First the bad news: many Australians in their 20s and 30s feel they are already late to investing. Property prices seem out-of-reach, the cost-of-living pressure is real, and social media can make everyone else’s financial life appear rosier than it really is. For many, the right pathway forward can feel out-of-reach.

Simon TurnerHead of Content (CFA)

24 June 2026

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.

Investor Education ETF Managed Fund

22 June 2026

· Simon Turner

· 7 MIN READ

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

How to Build a More Tax-Aware Portfolio After the CGT Discount Shake-Up

Investor Education ETF Managed Fund

22 June 2026

· Simon Turner

· 7 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

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 to do if you own the most shorted stock on the ASX

In recent years, shorting stocks has become a common strategy for professional and individual investors alike, so there’s a growing population of investors on the lookout for stocks they believe will fall in value.

Shares Investor Education Investment Themes

28 Nov 2023

· Simon Turner

· 8 MIN READ

The number economists are most likely to be wrong about in 2024

In the words of John Kenneth Galbraith, ‘We have two classes of forecasters: those who don't know, and those who don't know they don't know.’ You’d be forgiven for believing we are already in the midst of a recession given the amount of bearish economic commentary in recent months. However, at least in nominal terms, the Australian and global economies have continued to grow despite sharply higher interest rates—and it is nominal growth that matters most to equity markets. With the end of the year fast approaching, it’s timely to consider the 2024 economic outlook—and one particular economic forecast that stands out as vulnerable to being wrong as we approach the new year…

Macro Investor Education

23 Nov 2023

· Simon Turner

· 6 MIN READ

Are any asset classes defensive these days?

It’s been a challenging year for most investors with sharply higher interest rates leading to significant underperformance in asset classes which used to be regarded as defensive such as government bonds. The rules of the game have been turned on their head.

Asset Allocation Investor Education Macro

16 Nov 2023

· Simon Turner

· 6 MIN READ

Where the inflation monster does most of its work

The recent Australian Consumer Sentiment Snapshot reveals Aussie consumers have one particular economic factor front of mind… inflation. The inflation monster is impacting upon consumers’ disposable incomes, and more importantly it’s causing havoc in consumers’ minds where it’s doing most of its insidious work. It’s this growing awareness and fear of inflation which suggests we may be on track for inflation to trend higher than markets (and central bankers) currently believe. If that is indeed the case, the investment implications are significant…

Macro Investor Education Asset Allocation

9 Nov 2023

· Simon Turner

· 8 MIN READ

How to identify outperforming funds

Australia has a famously large population of highly qualified fund managers considering the size of the country. According to KPGM, Australia’s 647 fund management groups manage $4.3 trillion across 6,451 products. That represents around $170k under management for each and every Australian resident, so it’s a sizeable portion of the nation’s wealth. This translates into opportunity for individual investors who know what to look for in the vast smorgasbord of fund management options at their disposal.

Managed Fund Investor Education

2 Nov 2023

· Simon Turner

· 9 MIN READ

Legendary CEO Shares Secrets to 150,000%+ Returns

It’s not often the management of companies which outperform in the extreme share the secrets of their success with the investment world at large. When it happens, it pays to sit up and listen. For investors, these conversations provide valuable clues as to how to identify the management teams of future multi-baggers.

Investor Education Shares

19 Oct 2023

· Simon Turner

· 12 MIN READ

Making sense of a confusing market

Strange times are afoot in financial markets with contradictory assumptions being priced into various asset classes. Here’s a great summary of the confusion investors must contend with at present… In the words of Charlie Munger, <i>‘If you're not a little confused about what's going on, you don't understand it.’

Investor Education Investment Themes Asset Allocation

12 Oct 2023

· Simon Turner

· 6 MIN READ

The most important question to ask your fund manager

Picking the right fund manager to manage your assets is arguably an underrated and under-discussed process which is as complex as stock picking. As with all financial decisions, it’s important to ensure your fund managers’ strategy and process aligns with your risk appetite, return objectives, and time horizon. You’ll also want your fund managers to have conviction in what they’re doing. On that front, there’s one question investors you can ask prospective fund managers which reveals their genuine conviction level above all other questions… do you have skin in the game?

Managed Fund Investor Education

5 Oct 2023

· Simon Turner

· 6 MIN READ

Why you should be dollar cost averaging

It’s long been recognised that stock markets have a habit of making intelligent people look stupid. The fundamental reason is simple but often ignored… share price movements can be wild and unpredictable, and often confound investor’s expectations. And yet, with investors increasingly watching their stock price movements like hawks the temptation to account for unexpected stock moves with rational explanations often leads to sub-optimal results.

Investor Education Shares Managed Fund

27 Sept 2023

· Simon Turner

· 6 MIN READ

What the great wealth transfer means for markets

The baby boomers have long been recognised as the wealthiest generation ever. But as per the famous expression, you can’t take it with you. With baby boomers’ ages ranging from fifty-nine to seventy-seven, there’s no escaping the fact we’re close to witnessing a passing of their wealth to the next generation. Given the extent of this impending wealth transfer, the investment implications of this thematic are worth being aware of.

Investor Education Investment Themes Property

21 Sept 2023

· Simon Turner

· 5 MIN READ

What’s the right timeframe for investing in equities?

Aussie investors are generally overweight equities so establishing the right timeframe for equity investment is a common question. It’s also core to ensuring your portfolio delivers the performance you want and deserve. And with average holding periods moving in the wrong direction, the chances are high that many investors are leaving valuable returns on the table. So it could well be time to ask yourself… what’s the right timeframe for investing in equities?

Shares Investor Education

13 Sept 2023

· Simon Turner

· 6 MIN READ

Why ethical management teams are the best kind

Most successful investors will testify to the fact that selecting outperforming stocks is as much about identifying high quality management teams as it is about analysing the numbers, arguably more so. With outperformance in mind, one of the leading indicators of a high quality management team is their ethics. It’s an area worthy of investor attention.

ESG Investment Themes Investor Education

1 Sept 2023

· 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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