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Beginner Friendly but not Foolproof: How to Avoid the 5 Most Common ETF Mistakes

ETFs have grown in popularity in the last decade, and beginner investors are often encouraged to consider them. But beginner doesn’t mean foolproof and even investments like ETFs can go wrong when investors don’t know what they are really buying and how best to use them. It’s also worth noting that beginner doesn’t mean that ETFs can’t be part of more sophisticated strategies either.

Sara Allen

25 June 2026

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.

Investor Education ETF Managed Fund

24 June 2026

· Simon Turner

· 8 MIN READ

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

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

Investor Education ETF Managed Fund

24 June 2026

· Simon Turner

· 8 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

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

The case for active fund management

Active fund management has long provided investors with easy access to professional management expertise across a range of asset classes. With equity markets reaching high valuations driven by tech stocks, stock picking has arguably become more important than ever. So it may be an ideal time to increase your exposure to active funds with the stock picking expertise required to navigate what’s coming next in financial markets.

Managed Fund Investor Education Shares ETF

5 Sept 2024

· Ankita Rai

· 5 MIN READ

Unlisted property funds may be about to shine again

The promise of interest rate cuts by the Fed and the RBA has been the main reason to be bullish about unlisted property funds for some time now. It’s been a long wait, but it looks like we’re nearing the expected interest rate easing cycle, at least in the US. So is now the ideal time to consider revisiting the unlisted property fund sector? We investigate.

Property Managed Fund Investor Education

4 Sept 2024

· Simon Turner

· 5 MIN READ

The misunderstood downsides of long-term investing

While long-term investing is often touted as the key to success in the stock market, there’s a body of evidence that challenges the idea. Even Warren Buffett, who championed the 'forever' investing style, has occasionally betrayed his advice. Research shows that out of 230 stocks held by Berkshire Hathaway between 1980 and 2006, 60% were owned for less than a year. So even staunch long-term advocates adjust their strategies based on market conditions.

Investor Education Managed Fund Shares

29 Aug 2024

· Ankita Rai

· 6 MIN READ

Avoid these 9 managed fund red flags for better returns

Investing in actively managed funds is a core approach for millions of Australian investors both inside and outside of their superannuation. It makes sense for many. Identifying expert managers who are able to outperform over the long term makes investors lives easier and less stressful. But as with stock investing, there are some red flags to watch out for when selecting your fund managers. They tend to pop up time and time again with underperforming and unethical managers so they are worth being aware of

Managed Fund Investor Education

28 Aug 2024

· Simon Turner

· 6 MIN READ

The thing with private equity returns

Recent private equity return data from Preqin reveals that growing divergence of private equity returns is the name of the game. That’s both good news and bad news for investors. It means having the right private equity exposure is likely to remain fruitful, but ensuring you have the right exposure may take more due diligence than in the past. In other words, being informed as a private equity investor is more important than ever.

Private Assets Managed Fund Investor Education

27 Aug 2024

· Simon Turner

· 5 MIN READ

Boost your returns with founder-led investing

Investors may struggle to determine if a company’s management team are aligned with shareholders’ interests, wondering they are truly invested in the company's long-term success or merely focused on receiving their weekly salary. There’s one metric which is better than all others when it comes to assessing how invested management teams are in the future of their companies: significant, long-term skin in the game. Hence, recognising outperforming founder-led businesses can be a game-changer for investors.

Managed Fund Investment Themes Investor Education

22 Aug 2024

· Ankita Rai

· 5 MIN READ

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

The sobering news about what the news is doing to you

When was the last time you met an investor who wasn’t checking the financial news and their stock prices on a daily, or even hourly, basis? It’s probably been a while. The vast majority of us have become somewhat addicted to being constantly plugged into the financial world. But few investors are aware of what this constant exposure to financial news and data is doing to their investing.

Investor Education

12 Aug 2024

· Simon Turner

· 4 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

Cracking the asset allocation conundrum

It’s no exaggeration that asset allocation is the cornerstone of almost all successful investment strategies. In Tony Robbins’ words, ‘Asset allocation, where to park your money and how to divide it up is the single most important skill of a successful investor.’

Asset Allocation Investor Education

2 Aug 2024

· Simon Turner

· 7 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

US Markets in 2026 - Risks and Opportunities

Contrarian Investing in an Age of Disruption

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