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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

Does momentum investing work?

Momentum is defined as ‘the impetus gained by a moving object.’ It’s an important concept that's at the heart of most success.. Tony Robbins explains why: ‘People who succeed have momentum. The more they succeed, the more they want to succeed, and the more they find a way to succeed.’

Managed Fund ETF Investment Themes

20 Aug 2024

· Simon Turner

· 4 MIN READ

To hedge or not to hedge

When the words ‘hedge fund’ run through investors’ minds, cocaine-fuelled images of Leonardo DiCaprio in The Wolf of Wall Street, may accompany them. Fair dues. In the past, the global hedge fund sector attracted more than its share of larger-than-life alpha males not known for their ethics or compassion. But that was then and this is now. And with global equity markets getting rockier, investors are increasingly looking for reliable absolute return strategies to protect their portfolios from market volatility.

Managed Fund Asset Allocation Investor Education

14 Aug 2024

· Simon Turner

· 8 MIN READ

Unlocking money-making opportunities in private credit

Private credit is having a 'Goldilocks' moment, with higher-for-longer interest rates driving double-digit returns. Once an overlooked investment class, Australia’s private credit market has exploded in recent years and is on track to reach $200 billion of assets under management, growing at a compound growth rate of 23% p.a.

Private Assets Managed Fund Investor Education

8 Aug 2024

· Ankita Rai

· 6 MIN READ

Volatility’s back: stay calm and carry on

It’s been a wild ride for investors of late with volatility returning to global markets catalysed by the unwinding of the Yen carry trade. Whilst intermittent volatility shouldn’t surprise anyone, it has surprised the investors who’d grown to believe that equity markets gradually increase in value forever. What investors do next will arguably define whether 2024 is a good or a bad year for their portfolios…

Managed Fund Shares Macro

6 Aug 2024

· Simon Turner

· 5 MIN READ

How ETFs are helping investors get wealthier

What began as a tool for young investors and self-managed superannuation funds seeking diversification and exposure to harder-to-access asset classes like international equities has now become a mainstream investment.

Investor Education ETF Managed Fund

1 Aug 2024

· Ankita Rai

· 6 MIN READ

ESG doesn’t mean impact

As the transition towards a low carbon, more sustainable world accelerates, many investors have assumed that ESG is connected with the impact needed to address the world’s environmental and social challenges for the simple reason they hear the term so often. But there’s more to it than that. So what is ESG? And what isn’t it?

ESG Managed Fund Investor Education

31 July 2024

· Simon Turner

· 7 MIN READ

How to get started investing in funds

Unitised funds, which pool investments from multiple investors and invest in a broad portfolio of assets, allow investors to access the in-depth knowledge, research, and ongoing monitoring of professional managers.

Investor Education Managed Fund ETF Asset Allocation

26 July 2024

· Ankita Rai

· 5 MIN READ

The Dalio dilemma

Learning from successful professional fund managers is often a shortcut to better investment results. It’s equally informative when there’s a noteworthy shift that brings a previously successful investment strategy into question. Enter the Dalio dilemma.

Managed Fund Asset Allocation Alternative Investment Investment Themes

18 July 2024

· Simon Turner

· 6 MIN READ

Time to be overweight Japan

For many years since its 1989 peak the Japanese stock market underperformed its developed world counterparts, and most global investors’ Japanese allocations trended lower. But that was then and this is now. The Japanese market recently broke through its 1989 peak propelled by improved governance, yen weakness, and better capital management.

Managed Fund Shares Investment Themes

16 July 2024

· Simon Turner

· 5 MIN READ

Time to concentrate on over-concentration

Index concentration is increasingly becoming a concern for investors worldwide. Consider the S&P 500 Index, the most popular benchmark for US stocks. Over the past decade, the top 10 companies' share of the index's market value has surged from 14% to 33%. This means investing in the S&P 500 largely hinges on the performance of these top 10 companies, the majority of which are tech giants.

Investor Education Shares Asset Allocation Managed Fund

12 July 2024

· Ankita Rai

· 6 MIN READ

Will these losing investment themes keep losing?

With inflation and interest rates remaining higher for longer, the implications for which investment themes have been outperforming and underperforming in recent months has been profound.

Investment Themes Shares Managed Fund

20 June 2024

· Simon Turner

· 7 MIN READ

Will these winning investment themes keep winning?

With inflation and interest rates remaining higher for longer, the implications for which investment themes have been outperforming and underperforming in recent months has been profound.

Investment Themes Shares Managed Fund

18 June 2024

· Simon Turner

· 6 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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