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

From Banks to Private Lenders: The Changing Face of Australia’s Lending Landscape

For decades, the ‘Big Four’ banks were the gatekeepers of Australia’s credit market. If you wanted a loan, you had little choice but to enter a bank branch, where options would be limited to that specific institution’s products.

Private Assets Investor Education

10 Apr 2026

· Dom Murray

· 8 MIN READ

War, Volatility and Opportunity: Why Market Drawdowns Can Be the Best Entry Points for Long-Term Investors

Geopolitical conflict is one of the fastest ways to trigger market volatility. The recent escalation involving Iran has again reminded investors how quickly sentiment can swing when uncertainty rises.

Managed Fund Shares Investor Education

9 Apr 2026

· Jarrad Stuart

· 5 MIN READ

How to Compare Funds Like a Professional Investor

So, your investment plan is ready and assumes you know how to find the best funds and ETFs to execute your plan. But with over 10,000 managed investment products that Australian investors can pick from, seeing the wood for the trees is easier said than done.

Investor Education ETF

9 Apr 2026

· Simon Turner

· 9 MIN READ

How to Build a Reliable Income Portfolio

Once upon a time, income investors might simply have used a select group of dividend-paying equities and bonds to cover their needs. Today’s income portfolio looks vastly different – though equities and bonds still play a role. Investors learnt the hard way long ago.

Fixed Interest Managed Fund ETF Investor Education

8 Apr 2026

· Sara Allen

· 8 MIN READ

How Many ETFs Is Too Many? The Diversification vs Dilution Problem

The theory behind diversification makes intuitive sense to most investors: by combining assets that don’t move in perfect synchrony, investors can reduce portfolio volatility without necessarily sacrificing expected returns. This accepted truth reshaped portfolio construction in the twentieth century and continues to underpin institutional allocation frameworks today.

ETF Asset Allocation Investor Education

7 Apr 2026

· Simon Turner

· 6 MIN READ

The Bigger Picture April 2026

Buckle up. Markets are undergoing a structural shift. The era of easy gains driven by liquidity and exposure to US big tech appears to be fading. In its place is emerging a more selective environment defined by rising geopolitical risk, elevated inflationary pressures, and widening dispersion between companies, sectors, and asset classes.

Macro Investment Themes Investor Education

5 Apr 2026

· Simon Turner

· 5 MIN READ

The 6 Biggest Pitfalls in Alternative Investing and Smart Ways to Dodge Them

Did you know that assets under management in the alternatives space is tipped to hit US$30 trillion by 2030? This asset class has seen extraordinary growth in popularity in recent years, moving swiftly from the sole domain of institutions and wholesale investors to becoming broadly accessible to retail investors. Even if you aren’t exposed in your personal portfolio, there’s a high chance there are alternatives in your superannuation.

Alternative Investment Investor Education

2 Apr 2026

· Sara Allen

· 12 MIN READ

Overvalued vs Undervalued Sectors in 2026: Where Smart Investors Are Reallocating Now

2026 is emerging as a year when it pays to understand what’s happening beneath the surface of markets. Whilst global equity markets have been weaker, there have been a number of consequential sectoral shifts behind the index headlines, some of which have insulated savvy investors from the broader weakness. Moreover, some of these shifts may be here to stay, determining the market outlook for the full year and beyond.

Macro Investor Education Investment Themes

2 Apr 2026

· Simon Turner

· 8 MIN READ

Emerging Markets in a Fractured World: Positioning for Returns After the Iran War Shock

Emerging markets (EMs) entered 2026 with strong structural momentum behind them, but the escalation of conflict in Iran has introduced a new layer of geopolitical risk that’s reshaping capital flows, commodity dynamics, and currency regimes.

Macro Managed Fund ETF Investor Education

1 Apr 2026

· Simon Turner

· 7 MIN READ

ASIC’s Crackdown on Private Credit: What It Means for Investors

In recent years, private credit has emerged as a mainstay source of income for many investors, particularly retirees. In an environment defined by persistent inflation, increasingly volatile equity markets, and rising interest rates, some investors have been increasing their exposure to private lending strategies offering yields of 7 to 10% or more.

Private Assets Investor Education

30 Mar 2026

· Simon Turner

· 6 MIN READ

Gates, Suspensions and Redemption Risk Explained

Imagine needing to withdraw your investment from a fund and being unable to. This is the exact dilemma that investors all over the world have faced. For some, it has been temporary. For others, their money has never been recovered.

Managed Fund Investor Education

26 Mar 2026

· Sara Allen

· 6 MIN READ

Why Using Your $30,000 Concessional Super Cap Each Year Could Be One of the Best Investment Decisions You’ll Ever Make

Australia’s superannuation system is regarded as one of the most effective retirement savings structures in the world. Yet many investors are underutilising one of its most valuable features: the concessional contributions cap. For the 2025–26 financial year, Australians can contribute up to $30,000 of their pre-tax income into superannuation each year through employer contributions, salary sacrifice, or personal deductible contributions.

Superannuation Accounts Investor Education

25 Mar 2026

· Simon Turner

· 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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