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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

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Why Using Your $30,000 Concessional Super Cap Each Year Could Be One of the Best Investment Decisions You’ll Ever Make

Australia’s superannuation system is regarded as one of the most effective retirement savings structures in the world. Yet many investors are underutilising one of its most valuable features: the concessional contributions cap. For the 2025–26 financial year, Australians can contribute up to $30,000 of their pre-tax income into superannuation each year through employer contributions, salary sacrifice, or personal deductible contributions.

Superannuation Accounts Investor Education

25 Mar 2026

· Simon Turner

· 6 MIN READ

What Do Higher Oil Prices Mean for Markets?

Investors have long watched oil prices as a gauge of global inflation, corporate profitability, geopolitical risk, and consumer spending. When it moves sharply in one direction, it’s arguably one of the most heeded signals in the market. When it spikes, the news headlines often predict equity market turmoil. When it collapses, they are more focused on the likelihood of a global recession.

Asset Allocation Mining, Resources & Energy Macro Investor Education

23 Mar 2026

· Simon Turner

· 6 MIN READ

The Five Ways Smart Investors Sidestep the Biggest Mortgage Fund Risks

When investors think about consistent income and risk management, mortgage funds are usually not front of mind. After all, their association with residential mortgage-backed securities can deter investors who remain cautious following the US subprime crisis that triggered the GFC. Those investors should bear in mind that Australia’s far more tightly regulated market offers protection against many of the same issues.

Managed Fund Investor Education

19 Mar 2026

· Sara Allen

· 7 MIN READ

Beyond Silicon: Why Photonics Could Become the Next Major Investment Theme

Every technological revolution eventually runs into a physical constraint. For AI, it’s becoming clear that bandwidth and energy are the main barriers the technology needs to navigate. The enormous computing clusters used to train and run modern AI models now consume staggering amounts of electricity and generate unprecedented data traffic between chips, servers and data centres.

Technology ETF Investor Education

18 Mar 2026

· Simon Turner

· 6 MIN READ

Software risk or renaissance?

Artificial intelligence (AI) is driving a structural shift across the technology landscape. This transition has sparked recent fear regarding the long-term viability of traditional software vendors and their established business models. Much of this fear stems from the perceived disruptive threat of AI challengers and the falling cost of software development.

Technology Managed Fund Investor Education

17 Mar 2026

· Adrian Lu

· 6 MIN READ

The Smarter Way to Spend Your Portfolio in Retirement

The ‘4% rule’ is one of the more widely quoted guidelines for investors approaching or during retirement. It was originally developed by financial planner William Bengen using historical market simulations which suggested retirees could withdraw 4% p.a. from their portfolios without exhausting their savings over a thirty-year retirement.

Investor Education ETF

16 Mar 2026

· Simon Turner

· 6 MIN READ

Fee Stacks: The Silent Killer of Private Market Returns

If you’ve ever opened a performance report from one of your investments and then been disappointed by the actual dollar amount hitting your bank account, you’ll be very familiar with the concept that fees erode returns.

Private Assets Managed Fund Investor Education

12 Mar 2026

· Sara Allen

· 8 MIN READ

The Shifting World Order & What it Means for Investors

For the longest time global investment markets been defined by the implicit assumption that globalisation, relative geopolitical stability and expanding trade would continue indefinitely. However, that assumption is being tested.

Investor Education Commodities ETF

11 Mar 2026

· Simon Turner

· 7 MIN READ

Sequencing Risk: Why Average Returns Don’t Matter

Investors are generally taught to focus on average returns as a gauge of investment success. This makes intuitive sense to most. Over the long run, developed market equities have delivered average returns of around 10% p.a. That solid result has reinforced the advice: stay invested, reinvest your dividends and compounding will do the heavy lifting for you.

Investor Education Managed Fund ETF

9 Mar 2026

· Simon Turner

· 6 MIN READ

Private Credit: The Five Ways Investors Actually Lose Money

It’s easy to see why private credit has grown exponentially in recent years. Investors have been forced to think differently about their portfolios to generate growth, income and maintain capital protection. The alternatives category as a whole has surged in popularity, with private credit accompanying the rise.

Private Assets Managed Fund Investor Education

5 Mar 2026

· Sara Allen

· 13 MIN READ

The Water Is Slowly Warming: Systemic Risks Investors Are Underpricing

Most investors tend to think of systemic risk as something that arrives with a bang, like a banking crisis, a pandemic, or a war. Increasingly, the more realistic systemic dangers are slower to gauge and harder to price. They are an ominous set of interconnected and interacting stresses that have the potential to degrade the very conditions required for markets to compound at all.

ESG Investor Education ETF

4 Mar 2026

· Simon Turner

· 8 MIN READ

We Road Test ChatGPT’s Financial Planning Capabilities

One of the great emerging benefits of AI is that it allows self-directed investors to take better control of their financial destinies. With its fast-improving capabilities, valuable financial advice may be available at your fingertips. Or so the theory goes.

Investor Education Technology ETF

2 Mar 2026

· Simon Turner

· 8 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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