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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

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Asset Allocation Secrets: The Thing with Risk

When you were attracted to the exciting world of investing, risk management probably wasn’t a primary drawcard. Worrying about all the things that could go wrong is at odds with the reasons most independent investors enjoy investing. Yet, the truth is it’s hard to succeed long term as an investor without mastering risk. So maybe it’s high time you turned this less-than-sexy skillset into an investment superpower.

Asset Allocation Investor Education Managed Fund ETF

20 Oct 2025

· Simon Turner

· 8 MIN READ

Asset Allocation Secrets: What Australia’s New Climate Goal Means for Investors

Whether or not you’re focused on the environmental implications of climate change, it’s a significant investment theme that’s here to stay.

ESG Investment Themes Managed Fund ETF

15 Oct 2025

· Simon Turner

· 8 MIN READ

The Canary in the Private Credit Coalmine

Savvy investors are always on the lookout for the proverbial canary in the coalmine, particularly when markets keep hitting all-time highs with seemingly unstoppable momentum.

Private Assets Fixed Interest Managed Fund

13 Oct 2025

· Simon Turner

· 6 MIN READ

Asset Allocation Secrets: How to Solve a Problem Like China

When Beijing throttled exports of rare-earth magnets in April 2025, carmakers from Detroit to Wolfsburg panicked. Production lines halted. Procurement experts scrambled for stock. What looked like a trade tiff was, in fact, the visible edge of a very deliberate strategy, one that has been unfolding quietly for nearly a decade.

Investment Themes Macro Asset Allocation Managed Fund

8 Oct 2025

· Simon Turner

· 7 MIN READ

Riding the Liquidity Wave Without Wiping Out

If you’ve noticed a change in the way markets have been functioning in recent years, you’re not wrong. The exponential growth of U.S. money supply, fuelled by decades of deregulation, cheap debt, and increasingly aggressive central bank stimulus has arguably changed the very nature of investing.

Macro Investor Education Managed Fund ETF

7 Oct 2025

· Simon Turner

· 6 MIN READ

Who’s Borrowing from Non-Bank Lenders & Why Investors Should Care

Non-bank lending has increasingly become an integral part of Australia’s financial system, serving a much-needed segment of the market. For investors, non-bank lending provides access to loans secured against assets which may generate income – for example, in the case of the asset being property, from the borrower’s mortgage repayments.

Managed Fund Investor Education

3 Oct 2025

· Lauren Ryan

· 6 MIN READ

The Ever-Widening U.S. Wealth Gap & Its Global Ripple Effects

Ready to be shocked? The bottom half of American households, some 65 million families, now own just 2.5% of total U.S. wealth. And at the other end of the spectrum, the top 1% controls wealth that outstrips the bottom 50% by more than $US40 trillion.

Macro Investor Education Managed Fund

24 Sept 2025

· Simon Turner

· 5 MIN READ

The ASIC crystal ball: Potential private credit risk areas of concern

The Australian private credit market has grown rapidly in recent years. Once considered a niche investment strategy, it has become mainstream, attracting capital from a range of sources seeking yield in a low-rate world.

Private Assets Managed Fund Investor Education

22 Sept 2025

· Patrick William

· 6 MIN READ

Renewable energy investment: gloom or boom?

A unique characteristic of high-quality, defensive listed infrastructure companies is their sustained investment profile through the economic cycle. With this in mind, we look to secular trends for opportunities to enhance real growth. One such trend is investment in renewable energy, which is sustaining robust growth despite political headwinds and appears positioned for strong ongoing gains.

Infrastructure Managed Fund

18 Sept 2025

· Magellan Infrastructure Investment Team

· 7 MIN READ

Introducing Syndicated Loans as a Yield Enhancer

It’s well known that most Australian portfolios are overweight equities to the detriment of their debt exposure. It’s easy to understand why. Local and global equities have performed strongly over the long term, and particularly since the pandemic selloff. It’s also easier for most investors to understand equities than debt.

Fixed Interest Managed Fund Investor Education

17 Sept 2025

· Simon Turner

· 6 MIN READ

Asset Allocation Secrets: The Liquidity Illusion

Have you ever invested in a fund with the expectation that you’ll be able to sell your stake at a fair price, only to discover liquidity was non-existent when you eventually tried to sell? Welcome to the liquidity illusion, the time-worn tendency for investors to run for the exits at exactly the same moment only to discover the exit is closed.

Asset Allocation Investor Education Managed Fund ETF

15 Sept 2025

· Simon Turner

· 7 MIN READ

Where the Contrarians Are Sniffing for ASX Ideas

Contrarian investing is the discipline of seeking value where others refuse to look. Most investors endorse it in theory, yet few have the nerve to put it into practice. After all, human instinct favours the comfort of the herd. But history shows that contrarian investors often earn superior risk-adjusted returns. Warren Buffett’s maxim about being greedy when others are fearful may be over-quoted, but its truth endures.

Managed Fund Investor Education

10 Sept 2025

· Simon Turner

· 7 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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