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

AI bubble or not: Resilient Tech Investing for your Portfolio

With the market trading near record highs, driven largely by big tech, valuations in parts of the market look expensive. Retail investors are still pouring into the technology sector, while some consultancies, like Mckinsey, are warning of the elevated costs required to fuel the sector’s continued growth. Some industry experts, including the Bank of England, are suggesting caution is warranted, while others, like Scion Asset Management’s Michael Burry, are pulling their money completely from the market.

Technology Managed Fund ETF Investor Education

20 Nov 2025

· Sara Allen

· 6 MIN READ

The Innovation Game: China vs the U.S.

It’s hardly a secret that the countries who win the technology war will dominate the global economy. The US economy is living proof that technology leadership is the route toward economic dominance. But they are not the only superpower with the ambition of technology-led global domination. China is also aiming for technology leadership in the same market segments, such as artificial intelligence, robotics, electric vehicles, and semiconductors.

Investment Themes Macro Managed Fund Investor Education

19 Nov 2025

· Simon Turner

· 8 MIN READ

Defining the X Factor in Active Funds Positioned for Outperformance

If you’ve read through more than a few fund manager presentations, you’ll notice that most describe themselves as superior stock pickers with a passion for finding the market’s hidden gems. But then, when you check their top ten positions, you’ll often make the chilling discovery that they share something in common: their hidden gems are called Nvidia, Apple, Microsoft, Amazon, and Alphabet.

Managed Fund Investor Education

17 Nov 2025

· Simon Turner

· 8 MIN READ

The Tax-Smart Investor: Using ETFs to Optimise your Tax-Adjusted Returns

It’s easy to forget that sometimes small decisions can change our financial outcomes. Little investments today can compound to bigger ones tomorrow, and likewise, the investments we buy or sell today can make a difference at tax time too.

ETF Investor Education

13 Nov 2025

· Sara Allen

· 6 MIN READ

The Quiet Private Markets Revolution

A quiet reallocation toward the private markets is reshaping Australian portfolios. It’s not an anti-public market rebellion. Liquidity, transparency, and governance still matter. But it’s a recognition that the public markets are no longer the whole market. More of the world’s future cash flows are now owned by private investors.

Private Assets Managed Fund Investor Education

12 Nov 2025

· Simon Turner

· 6 MIN READ

A Concentration Problem: Why Australia’s Best Opportunities Now Lie Beyond the ASX 20

Australia’s stock market has a concentration problem: the top ten companies in the ASX 200 account for 48% of the entire index, with three of the top six names being banks and representing over a quarter of the index. Commonwealth Bank alone represents 11.3% of ASX 200. Think about that for a moment. One bank represents over a ninth of the index of Australia’s two hundred largest companies.

Investment Themes Managed Fund ETF Investor Education

10 Nov 2025

· Simon Turner

· 7 MIN READ

Why Convenience Retail Has Evolved into a Core Property Play

As the commercial property recovery gathers pace, investors are being selective in how they gain exposure. The post-pandemic challenges have taught the market valuable lessons about how the world has changed in recent years. One of the relative winners is the humble neighbourhood, supermarket-anchored centre and the broader convenience sector. What makes convenience retail compelling at this point in the cycle is its combination of dependable income growth and solid relative value.

Property Managed Fund Investor Education

6 Nov 2025

· Simon Turner

· 5 MIN READ

The New Alternatives: Hedge, Harvest or Hype

Genuine diversification strategies from marketing spin in alternative ETFs and Funds. Diversification may be finance’s only free lunch, and Alternatives are often seen as an easy diversification fix for your portfolio. But, as with all things in life, you need to know what you are buying and what that actually means for your portfolio.

Alternative Investment Private Assets Investor Education

5 Nov 2025

· Sara Allen

· 11 MIN READ

Wired for Growth: How Infrastructure Became the Backbone of the AI Economy

With markets looking frothy, demand for defensive investments is rising. Global listed infrastructure is arguably one of the more compelling opportunities fit for these times. Not because it’s flashy or in vogue, but because data-networks, electricity grids, toll-roads and communication towers underpin the digital economy and the decarbonisation of global economy.

Infrastructure Managed Fund Investment Themes Investor Education

3 Nov 2025

· Simon Turner

· 6 MIN READ

Beyond Cap Rates: The New Metrics That Matter for Property Fund Investors

Commercial property investors used to be fixated on one number. For half a century, the cap rate was the North Star of commercial property investing, the single figure believed to capture risk, return and value. On that basis, the picture below used to tell the main story of the various commercial property sectors.

Property Investor Education

31 Oct 2025

· Simon Turner

· 7 MIN READ

Beyond the Search box: what is the future of Search in the age of AI?

For two decades, the search box has been the undisputed gateway to the internet. But this familiar landscape is undergoing a transformational change, driven by the rapid emergence of Generative AI (GenAI).

Technology Investment Themes Investor Education

31 Oct 2025

· Magellan Global team

· 5 MIN READ

The Hunt for Real Yield: How to Outpace Inflation Without Leaving the Bond Market

Analysing inflation-linked ETFs & funds, credit spreads and global income rotations. Between inflation and market activity, investors in fixed income have had their work cut out for them. Post the GFC, rates remained low and investors in many instances were forced to look towards higher risk assets, like equities or more recently, private markets, for yield.

Fixed Interest Managed Fund Investor Education

30 Oct 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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