Latest Articles

FEATURED

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

How the Rise of Day Trading is Rewiring the Market’s Structure

You may have come across the unique breed of individual known as a day trader in your travels. Their numbers have been on the rise for some time now, so much so that they’re reshaping the very architecture of markets along with the notion of price discovery. What was once the province of nimble derivatives players is now having systemic ramifications across global equity markets.

Investor Education Investment Themes Macro ETF

22 Oct 2025

· Simon Turner

· 6 MIN READ

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

How the Definition of Wealth Is Changing & What It Means for Investors

For much of the past century, the path to success in Australia seemed clear: get a job, save a deposit, buy a house, and watch your equity grow. Home ownership wasn’t just financial security. It was a rite of passage, a social marker, a moral achievement.

Investor Education

16 Oct 2025

· Shelby Clark

· 6 MIN READ

Thinking of Switching Your Super Fund? Here’s What to Check First

Have you been thinking about switching your super lately? Maybe your adviser suggested it. Maybe your fund’s merging. Or maybe you’ve just started a new job and, instead of handing over the default super form to HR, you’d rather take control and choose a fund that actually stacks up for your future.

Superannuation Accounts

16 Oct 2025

· Ankita Rai

· 6 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

Should You Tap into Your Home Equity in Retirement?

For many Australians heading into retirement, the family home is more than a roof. It’s a lifeline, a legacy, and often the biggest financial asset they’ll ever own.

Investor Education

9 Oct 2025

· Ankita Rai

· 5 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

Why the Bucket Strategy Still Works After Nearly 40 Years

Retirement can be a surprisingly rewarding chapter, financially speaking. But only if you have a solid plan in place that covers not only your day-to-day expenses but also safeguards your wealth when the markets get volatile.

Investor Education

2 Oct 2025

· Ankita Rai

· 5 MIN READ

Asset Allocation Secrets: The Impact of Shifting Demographics

Most investors think about demographics as a slow-moving structural force which is useful information, but doesn’t affect short term investment performance. However, over the next decade and beyond, demographics are likely to become a more prominent investment theme.

Asset Allocation Macro Investment Themes Investor Education

30 Sept 2025

· Simon Turner

· 7 MIN READ

Recent Videos

Venture Capital Unlocked: What Every Investor Needs to Know | Conviction Capital | Episode 2

24:46

25 May 2026

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

Watch now

Articles

Latest Articles

Explore 100's of investment opportunities and find your next hidden gem!

More Articles

Recent Videos

Venture Capital Unlocked: What Every Investor Needs to Know | Conviction Capital | Episode 2

US Markets in 2026 - Risks and Opportunities

Contrarian Investing in an Age of Disruption

Subscribe to our newsletter