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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

Achieving true diversification with managed funds

Diversification isn’t just spreading money across assets—it means including investments that behave differently during downturns. Investors often hold shares, property and bonds. But when markets fall, many of those assets can dive together. To build a more resilient portfolio, a range of differentiated investments more commonly available through unlisted managed funds can offer distinct benefits:

Managed Fund Investor Education

24 July 2025

· Daryl Wilson

· 9 MIN READ

Profiting from the Great Era of Managed Fund Fee Compression

Long gone are the days when investors would happily pay a 2% p.a. management fee + a 20% performance fee to their fund managers. Fee compression has been a major theme across both the managed fund and ETF sectors for many years now. This shift has been driven by the rise of passive investing, the democratisation of financial technology, and growing investor awareness of the long-term eroding impact of fees.

Investor Education ETF Managed Fund

23 July 2025

· Simon Turner

· 6 MIN READ

Smart Investing Toolbox: New InvestmentMarkets Features Make Finding the Right Funds Easier Than Ever

With more investors understanding the importance of high quality information which helps them identify the right funds and ETFs for their portfolios, the InvestmentMarkets (IM) platform is evolving. Morningstar performance data has been added to the platform for a large portion of the listed funds, while fund comparison functionality has also been added.

Investor Education Managed Fund ETF

21 July 2025

· Simon Turner

· 5 MIN READ

The ‘Never Been Better’ Emerging Markets Opportunity

According to VanEck’s Eric Fine, the emerging markets (EM) opportunity has ‘never been better’. Those are strong words worthy of delving deeper.

Managed Fund ETF Investment Themes Investor Education

16 July 2025

· Simon Turner

· 6 MIN READ

Avoid the Herd for Outsized Returns

As an investor, following the crowd often feels like the safest strategy, especially when markets are volatile or the headlines are dire. But history has repeatedly shown that following the herd is one of the most reliable ways to underperform over the long term.

Managed Fund ETF Investor Education

9 July 2025

· Simon Turner

· 6 MIN READ

Cracks in the System: Learning from the Collapse of Shield, First Guardian & Australian Fiduciaries

Most investors think of fixed income investing as being a lower risk asset class. Yet surprisingly, three major fixed income managed funds have recently collapsed. It’s been a stark reminder that even at ‘safe’ end of the investment risk spectrum, vigilance, transparency, and governance should be regarded as non-negotiable.

Fixed Interest Managed Fund Investor Education

3 July 2025

· Simon Turner

· 6 MIN READ

Are Your Core and Satellites Working in Harmony?

The core-satellite approach is a portfolio construction strategy which is gaining renewed attention amongst some investors. And for good reason. Blending stability with flexibility, this strategy offers a structured yet dynamic way to optimise returns while effectively managing risk.

ETF Managed Fund Investor Education

30 June 2025

· Simon Turner

· 6 MIN READ

The Weird & Wonderful World of Fixed Income

Fixed income investing has long been seen as the sober counterpart to the wilder ride typical of equity investing. Investors generally invest in fixed income with the expectation of reliable income returns and capital preservation.

Fixed Interest Managed Fund Investor Education

24 June 2025

· Simon Turner

· 5 MIN READ

Are You a Victim of Home Market Bias?

One of the more common and financially painful biases to be aware of is home market bias. It’s a major issue for Australian investors.

Investment Themes Managed Fund ETF Investor Education

18 June 2025

· Simon Turner

· 6 MIN READ

Don’t Overlook Small Caps After Twelve Years of Underperformance

Small cap stocks have long been the hunting ground of discerning investors seeking outperformance through the market inefficiencies that exist in this less-followed corner of the market.

Investment Themes Managed Fund Investor Education

16 June 2025

· Simon Turner

· 5 MIN READ

How to Select a High-Quality Mortgage Fund & an Example

Mortgage funds have surged in popularity in recent years due to the attractive yields on offer which are backed by tangible property assets. However, as the sector matures and becomes more crowded, it’s more important than ever that investors understand not all funds are created equal. The vast spectrum of mortgage fund disclosure is also important to understand, since much of it is below the minimum level required by prudent investors.

Fixed Interest Managed Fund Investor Education

13 June 2025

· Simon Turner

· 8 MIN READ

Why U.S. Family Offices Are Going Longer America

While broader market sentiment remains clouded by geopolitical risks, rising U.S. government debt, and fears of a global economic slowdown, America’s wealthiest families are leaning into U.S. assets, not away from them.

Managed Fund ETF Investor Education

4 June 2025

· Simon Turner

· 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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