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Feel Behind on Investing? The Biggest Mistakes Younger Australians Can Avoid

First the bad news: many Australians in their 20s and 30s feel they are already late to investing. Property prices seem out-of-reach, the cost-of-living pressure is real, and social media can make everyone else’s financial life appear rosier than it really is. For many, the right pathway forward can feel out-of-reach.

Simon TurnerHead of Content (CFA)

24 June 2026

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.

Investor Education ETF Managed Fund

22 June 2026

· Simon Turner

· 7 MIN READ

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

How to Build a More Tax-Aware Portfolio After the CGT Discount Shake-Up

Investor Education ETF Managed Fund

22 June 2026

· Simon Turner

· 7 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

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

A Reliably Consistent Private Credit Fund

The private credit asset class recently been garnering a good deal of press coverage, potentially causing concern for investors who are trying to determine how - and where - to invest. Here, we explore Thinktank, its history and operations to help investors understand what our fund provides in an evolving and often complex space.

Investor Education

8 July 2025

· Lauren Ryan

· 6 MIN READ

Welcome to the Investment Curiosity Capital of the World

Australian investors have earned themselves a global title worth writing home about: according to recent BrokerChooser data, Australia is now the most investment-curious country in the world. That means that per capita, Australian investors are conducting more Google searches about investing than anyone else on the planet: an average of 29,359 investment-related searches per million people each month.

Investor Education

7 July 2025

· Simon Turner

· 5 MIN READ

Assessing Private Credit Risk & Return in a Falling Rate Environment

With a rate cutting cycle underway, it can be tempting to search for higher yielding investments. However, it’s important to also consider risk in a volatile and uncertain environment. We’re well and truly into an interest rate cutting cycle in Australia.

Investor Education

7 July 2025

· Lauren Ryan

· 5 MIN READ

What the Transfer Balance Cap Hike Means for Your Super Strategy

Superannuation comes with its fair share of limits and thresholds designed to keep tax benefits in check. One of the big ones is the transfer balance cap. From 1st July, it has increased from $1.9 million to $2 million, raising the amount you can move into the tax-free pension phase of your super.

Investor Education Superannuation Accounts

3 July 2025

· Ankita Rai

· 5 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

How Much Do You Really Need to Retire Comfortably?

One of the biggest myths in retirement planning is that you need $1 million to live comfortably. It’s an easy target to remember, but for many Australians, it feels well out of reach. The truth is, there’s no one-size-fits-all magic number for retirement. How much you actually need depends entirely on the lifestyle you want and what comfort means to you.

Investor Education

26 June 2025

· Ankita Rai

· 5 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

The Warning Lights Few Are Watching

The global equity market landscape is starting to feel a bit surreal. Key valuation metrics are flashing red, geopolitical stress is escalating, Wall Street professionals are heading for the exits, and the macroeconomic signals are anything but straightforward. Yet, global stock indices are flirting with all-time highs while retail investors appear unfazed by the mounting risks.

Macro Investor Education

23 June 2025

· Simon Turner

· 6 MIN READ

Growing Together: Why Contribution Splitting Matters

Growing your super often feels like a solo journey, but if you’re a couple planning for retirement, you can achieve far more together.

Investor Education Superannuation Accounts

19 June 2025

· Ankita Rai

· 6 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

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

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Recent Videos

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

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