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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

The biggest risk in the market right now

You may remember when the yen carry trade revealed itself as the catalyst for August’s sharp selloff across global markets. The knock-on effects of its unwinding surprised more than a handful of investors at the time. The sobering news is that the yen carry trade continues to linger and is arguably the market’s biggest risk right now. It may well be prudent for investors to prepare for a repeat of August’s volatility.

Macro Investor Education Managed Fund

1 Oct 2024

· Simon Turner

· 5 MIN READ

Reposition your portfolio to benefit from falling rates

Cash and term deposits (TDs) have been popular with investors over the past couple of years, thanks to the RBA’s aggressive rate hikes. With cash rates peaking at 4.35%, investors enjoyed returns as high as 5% through TDs and high-interest savings accounts.

Investor Education Asset Allocation Managed Fund ETF

26 Sept 2024

· Ankita Rai

· 5 MIN READ

Should you invest with a manager enjoying a purple patch?

You may remember the pre-2021 years when Cathie Wood’s ARK Innovation fund was riding high as one of the strongest performers in the global fund management sector. Her philosophy, strategy, stock picking, and track record were all working in her favour. Investors were even in the habit of following Cathie into stocks whenever the ARK Innovation fund purchased a new position.

Managed Fund Investor Education

23 Sept 2024

· Simon Turner

· 5 MIN READ

Are emerging markets worth the risk?

In recent years, emerging markets haven’t exactly been a sure-fire opportunity for investors. Many have retreated after a decade of flat earnings, turbulence in China, and more attractive returns from the US exposure, resulting in emerging markets trading at lower valuations than their developed market counterparts.

Managed Fund Asset Allocation Investment Themes Shares ETF

19 Sept 2024

· Ankita Rai

· 6 MIN READ

The big dollars being made in infrastructure

Blackstone and Canada Pension Plan Investment Board have agreed to acquire AirTrunk, an Australian digital infrastructure business, for $24 billion. It’s great news for the AirTrunk investors who will reap the rewards of an enormously successful exit. It also highlights the attractions of infrastructure investing, particularly in the fast growing digital infrastructure space. With deals like AirTrunk highlighting the opportunity, it may be worth asking: have you got enough infrastructure exposure?

Infrastructure Asset Allocation Managed Fund

12 Sept 2024

· Simon Turner

· 6 MIN READ

Yield is about to become more important

Remember how you felt about yield when interest rates were at historic lows? In those days when yield was scarce, investors placed a higher value on it, and it was of greater importance to investment valuations. Then everything changed when the developed world’s central bankers raised rates at the fastest pace in history. Yield suddenly became more abundant, and the market took some time to adapt to this altered market environment. In short, it was bad news for yield-focused investors who had to watch their capital values fall as yields rose.

Managed Fund Macro Investor Education

9 Sept 2024

· Simon Turner

· 6 MIN READ

The case for active fund management

Active fund management has long provided investors with easy access to professional management expertise across a range of asset classes. With equity markets reaching high valuations driven by tech stocks, stock picking has arguably become more important than ever. So it may be an ideal time to increase your exposure to active funds with the stock picking expertise required to navigate what’s coming next in financial markets.

Managed Fund Investor Education Shares ETF

5 Sept 2024

· Ankita Rai

· 5 MIN READ

Unlisted property funds may be about to shine again

The promise of interest rate cuts by the Fed and the RBA has been the main reason to be bullish about unlisted property funds for some time now. It’s been a long wait, but it looks like we’re nearing the expected interest rate easing cycle, at least in the US. So is now the ideal time to consider revisiting the unlisted property fund sector? We investigate.

Property Managed Fund Investor Education

4 Sept 2024

· Simon Turner

· 5 MIN READ

The misunderstood downsides of long-term investing

While long-term investing is often touted as the key to success in the stock market, there’s a body of evidence that challenges the idea. Even Warren Buffett, who championed the 'forever' investing style, has occasionally betrayed his advice. Research shows that out of 230 stocks held by Berkshire Hathaway between 1980 and 2006, 60% were owned for less than a year. So even staunch long-term advocates adjust their strategies based on market conditions.

Investor Education Managed Fund Shares

29 Aug 2024

· Ankita Rai

· 6 MIN READ

Avoid these 9 managed fund red flags for better returns

Investing in actively managed funds is a core approach for millions of Australian investors both inside and outside of their superannuation. It makes sense for many. Identifying expert managers who are able to outperform over the long term makes investors lives easier and less stressful. But as with stock investing, there are some red flags to watch out for when selecting your fund managers. They tend to pop up time and time again with underperforming and unethical managers so they are worth being aware of

Managed Fund Investor Education

28 Aug 2024

· Simon Turner

· 6 MIN READ

The thing with private equity returns

Recent private equity return data from Preqin reveals that growing divergence of private equity returns is the name of the game. That’s both good news and bad news for investors. It means having the right private equity exposure is likely to remain fruitful, but ensuring you have the right exposure may take more due diligence than in the past. In other words, being informed as a private equity investor is more important than ever.

Private Assets Managed Fund Investor Education

27 Aug 2024

· Simon Turner

· 5 MIN READ

Boost your returns with founder-led investing

Investors may struggle to determine if a company’s management team are aligned with shareholders’ interests, wondering they are truly invested in the company's long-term success or merely focused on receiving their weekly salary. There’s one metric which is better than all others when it comes to assessing how invested management teams are in the future of their companies: significant, long-term skin in the game. Hence, recognising outperforming founder-led businesses can be a game-changer for investors.

Managed Fund Investment Themes Investor Education

22 Aug 2024

· Ankita Rai

· 5 MIN READ

The Value of Unlisted Property Funds in Investment Portfolios

John Di Monda, CEO and Fund Manager at GDA Group explains why unlisted property funds can provide a stable, income-generating, and low-volatility component within a diversified investment portfolio. Understanding the differences between unlisted and listed property funds can also highlight how unlisted property funds can be a more compelling opportunity for long-term investors.

Property Managed Fund Asset Allocation

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Navigation Opportunity in Current Global Equities Markets

12:41

25 Nov 2025

Navigation Opportunity in Current Global Equities Markets

In this presentation Nick & Jarrad, Portfolio Managers at Sharpbridge explore how global equity markets can offer diversified growth opportunities and resilience amid shifting economic cycles.

Shares Asset Allocation Managed Fund

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Professional Partnerships: A Rare, Defensive Asset Class Now Open to Investors

17:31

25 Nov 2025

Professional Partnerships: A Rare, Defensive Asset Class Now Open to Investors

Luke Moore, CEO at Oreana Investments explains that their Professional Partners Fund provides access to established, profitable professional services businesses — an asset class with high barriers to entry and strong defensive characteristics. Drawing on Oreana’s proven track record and institutional expertise, the Fund is now selectively open to outside investors for the first time.

Managed Fund Private Assets Alternative Investment

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