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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

Retail stocks shining despite bearish expectations

In a surprising turn, the retail sector has defied bleak projections this earnings season with consumers demonstrating unexpected resilience. Discretionary giants like JB Hi-Fi, Myers, Wesfarmers, Temple & Webster, Nick Scali, and Cettire witnessed significant share price gains in February following strong first-half results, signalling a departure from bearish expectations for consumer-facing stocks.

Investment Themes Shares

23 Feb 2024

· Ankita Rai

· 5 MIN READ

Don’t ignore the liquidity feedback loop

With the US economy and stock market continuing to drive global markets, Aussie investors increasingly need to understand what’s driving American fund flows. Spoiler alert: it’s not just corporate earnings. There are liquidity drivers at play in the US that are creating remarkably strong feedback loops with stock valuations and the broader economy. Understanding how these liquidity feedback loops work may well provide clues as to what’s coming next for global equity markets, including the ASX…

Investor Education Macro Shares

22 Feb 2024

· Simon Turner

· 5 MIN READ

The shifting sands of the property fund sector

The fastest rate rising cycle in history was always going to test the commercial property fund sector. With typical loan to value ratios of 40-70%, it’s an asset class which is at the mercy of the RBA’s cash rate decisions. As such, investors tend to be bullish on commercial property funds when rates are falling, but rising rates generally spell bearish sentiment.

Property Managed Fund Asset Allocation

16 Feb 2024

· Simon Turner

· 6 MIN READ

Are small caps out of the woods?

It’s been a torrid couple of years for ASX smaller companies with most investors turning their backs on the asset class like the plague. The extent of their recent disfavour has been hard to fathom given the positive trend in equities since the pandemic. This raises the question: is now the right time to revisit small and micro caps whilst others remain fearful? To answer that, we’ll need to delve into the reasons for the recent underperformance for a steer as to what’s coming next…

Asset Allocation Managed Fund Shares

14 Feb 2024

· Simon Turner

· 8 MIN READ

The EV winter: A brief pause or cause for concern?

Electric vehicle stocks are experiencing a challenging start to the new year. Tesla's price cuts, higher-for-longer interest rates, and concerning economic data from China have dampened investor sentiment, casting a shadow over the once-bullish EV market.

Investment Themes Shares

9 Feb 2024

· Ankita Rai

· 6 MIN READ

Should you have more private equity exposure?

In recent years, the private equity sector has increasingly cast its fund raising net to include individual investors who are aiming to generate strong risk-adjusted returns over the long term. With more investors considering the private equity opportunities on offer, it’s worthwhile delving into this opaque sector’s unique benefits and challenges.

Private Assets Asset Allocation Investor Education

8 Feb 2024

· Simon Turner

· 7 MIN READ

Prepare for volatility

After three straight months of global equity markets rallying driven by expectations that the Fed has paused its rate raising cycle, volatility is currently unusually and arguably unsustainably low. The historical data suggests it’s unlikely this situation will continue for much longer. In short, it’s probably the right time to prepare for volatility to return in the coming weeks or months.

Shares Investor Education Asset Allocation

1 Feb 2024

· Simon Turner

· 5 MIN READ

Thematic ETFs: Are you getting the entry point right?

Last year was another thematic-driven year with thematic ETFs gaining popularity among Australian investors. According to the 2023 ASX Investor Study, the proportion of Australian investors using ETFs has grown from 15% to 20% over the past three years.

Asset Allocation Investment Themes

25 Jan 2024

· Ankita Rai

· 5 MIN READ

What investors need to know about the booming private debt world

You may have noticed you’re hearing more about private debt (also known as private credit) as an asset class these days. You’re not imagining it. Private debt is booming as an asset class. Preqin estimates the sector’s assets under management will grow from US$1.5 trillion in 2022 to US$2.8 trillion by 2028, reflecting growing awareness of the sector’s solid income generation credentials.

Private Assets Managed Fund Investor Education

24 Jan 2024

· Simon Turner

· 6 MIN READ

SMSF investors best prepare for more change

Australia’s population of Self-Managed Super Fund (SMSF) investors continues to grow with over 600,000 SMSFs up and running. More investors are being attracted by the key benefit of being in control of their own super along with the improved transparency, flexibility and customisation potential SMSFs offer.

Investor Education Superannuation Accounts

18 Jan 2024

· Simon Turner

· 6 MIN READ

Positioning, positioning, positioning: the key to 2024 outperformance

As a new year kicks off, investors face an investment landscape which doesn’t resemble many past periods. After the fastest interest rate rising cycle in history, the impacts of higher interest rates are still filtering through whilst two wars continue to rage, US Government debt levels reach unprecedented levels, and global growth is expected to run at well below trend.

Investor Education Asset Allocation Fixed Interest

11 Jan 2024

· Simon Turner

· 6 MIN READ

The new year portfolio test all investors should take

Investing is a humbling business. And one of the most humbling aspects of investing is facing up to the results of your trading activities at the end of each year. As the new year begins, now is the ideal time to assess the impact you had on your portfolio in 2023. Warning: you may be surprised by the results…

Investor Education

8 Jan 2024

· 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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