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.

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The Megatrends Here to Stay

Most of the world’s great investors are masters at identifying structural investment trends they can rely to drive their portfolio performance for decades rather than weeks. Whilst predicting the long term future is anything but easy, successfully identifying megatrends is likely to make your life as an investor a lot easier.

Investment Themes Macro ETF Investor Education

14 Jan 2026

· Simon Turner

· 8 MIN READ

Is it Time to Worry Like Ray Dalio?

Ray Dalio has spent much of the past decade warning that investors are misreading reality. Markets, he argues, are telling one story in nominal terms and a very different one in real money terms. Asset prices may be rising, portfolios may look healthy, and indices may be hitting new highs, but measured against the true store of value, purchasing power, many investors are quietly going backwards.

Asset Allocation Investor Education Macro

12 Jan 2026

· Simon Turner

· 7 MIN READ

The 2026 Guide to All Things ETF

Whether you’re starting up your portfolio fresh, or looking to add new tilts to your existing investments, there are plenty of options in the ETF world today and more to come in 2026. There are more than 400 ETFs listed on Australian exchanges, and plenty to come in the pipeline, so how do you navigate your choices?

ETF Investor Education

6 Jan 2026

· Sara Allen

· 11 MIN READ

2026 Investment Markets Outlook: A Narrow but Navigable Pathway Upwards

As the new year begins, the global economy is on a surprisingly resilient track, although the margin for policy error by governments and central bankers is narrow. With global inflation sticky but moderating and high developed-market government debt, central banks face an ever-finer line in their efforts to cut rates without reigniting inflation or destabilising bond markets.

Investor Education Investment Themes Managed Fund ETF

5 Jan 2026

· Simon Turner

· 16 MIN READ

The Rising Cost of Financial Advice: the CSLR levy, Professional Indemnity and Why Fees are Rising

The cost of receiving financial advice has skyrocketed in Australia over the past five years. According to the 2025 Australian Financial Advice Landscape Report, the median financial advice annual fee jumped 18% to $4,668 in 2025 and has risen 67% over five years. To put this into perspective, inflation increased 19.81% in the last five years, while Amazon (Nasdaq: AMZN) share prices gained 47.49% in the last five years to end November.

Investor Education Banking & Financial Services

11 Dec 2025

· Sara Allen

· 9 MIN READ

The Lessons 2025 Taught Us All

2025 has been a year when it has paid to learn from the markets. And there have been plenty of lessons flying at investors open to learning. For example, structural dynamics often override thematic hopes, macro-regime shifts matter, diversification remains the only free lunch in finance, and cost-control plus discipline still beats speculative glamour.

Investor Education ETF Managed Fund

10 Dec 2025

· Simon Turner

· 6 MIN READ

The Best Investment You’ll Ever Make

If you’ve ever met a master investor, the first thing you’re likely to notice about them is their humility. Markets have a way of humbling us while teaching us valuable lessons. The second thing you’re likely to learn about them is the extent of their financial education. Not only did they learn from each and every investment mistake they’ve ever made, they’re also likely to have invested a lot of time and money in their financial education.

Investor Education

8 Dec 2025

· Simon Turner

· 8 MIN READ

Could 1929 Repeat as Per the New York Times Warning?

The four most dangerous words in finance have always been it’s different this time. Financial history is littered with stories of incidents and eras when investors en masse genuinely believed it was different that time. Those were times when the crowd collectively gulped down the Kool-Aid and wanted seconds.

Macro Investment Themes Investor Education

4 Dec 2025

· Simon Turner

· 8 MIN READ

The U.S. vs the Rest of the World

For more than a decade, it’s rarely been wrong to be long U.S. equities. The numbers are hard to argue with: the MSCI USA index has outperformed the MSCI World index by almost 50% over the past ten years. The longer term data is even more stark: U.S. stocks have risen from 30% of the MSCI World Index in the 1990s to 75% today. For all intents and purposes, U.S. stocks now dominate global equities.

Macro Investment Themes Investor Education

3 Dec 2025

· Simon Turner

· 6 MIN READ

Why the Run on Real Assets May Be Just Getting Started

In a world dominated by all things technology-related, it’s been easy for investors to forget about real assets. Until recently, many did. But recently, a noteworthy shift began back toward the precious metals, commodities, infrastructure, and real estate of the real assets world. Their appeal is intuitively easy to understand. It’s their tangibility, while historically they’ve been viewed as inflation hedges and diversifiers.

Commodities Property Infrastructure Investor Education

27 Nov 2025

· Simon Turner

· 6 MIN READ

Investing in Line with Your Values Without Sacrificing Returns

For a growing number of investors, what they own in their portfolios is as important as the returns they generate. Or, at least it’s a much more important consideration for them than it used to be. As a result, the various forms of responsible and value-driven investment have been transitioning from niche to mainstream for some time now. The Responsible Investment Association Australasia (RIAA) estimates that Australian responsible investment assets reached $1.6 trillion in 2023, and accounted for 41% of total managed funds assets.

ESG Managed Fund ETF Investor Education

25 Nov 2025

· Simon Turner

· 9 MIN READ

Zero to Hero: Building a Complete Portfolio with just ETFs

For many investors, the closest they get to a complete and diversified investment portfolio is their superannuation. While there’s nothing wrong with that – it’s a good thing to have a nest egg for retirement – making sure the investments you hold outside of superannuation are diversified and suit your goals can go a long way towards generating better financial outcomes.

ETF Investor Education

24 Nov 2025

· Sara Allen

· 9 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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