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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

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.

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Ten Investment Mistakes Your Future Self Wishes You’d Avoid

The most expensive investment mistakes rarely stem from ignorance. They tend to arise from behavioural biases, poorly governed decision-making, and incentives that distort investors’ judgement over time. History shows that even professional investors, armed with the best data, experience, and market access, repeatedly make the same predictable errors.

Investor Education ETF Managed Fund

27 Jan 2026

· Simon Turner

· 7 MIN READ

Stock-picking in the resources sector

Our playbook for investing in commodities has historically been to identify high-quality assets that sit at attractive points on their commodity cost curve, and to establish a position when the balance sheet is solid and the commodity price has cost curve support (i.e. some producers are losing money at spot pricing).

Commodities Managed Fund

23 Jan 2026

· Emma Fisher

· 13 MIN READ

The Great Broadening Has Begun

Are you tired of hearing about the Magnificent Seven being the only investment game in town? That would be understandable since it’s the narrative that’s dominated global equity markets for many years now. It’s been the same outside of the U.S., including here in Australia. The Magnificent Seven have been driving the global equity markets to new highs, and international participation has been rising accordingly.

Investor Education Investment Themes Managed Fund ETF

22 Jan 2026

· Simon Turner

· 5 MIN READ

Navigating Gen Z Financial Challenges like a Baby Boomer

Between housing prices and cost-of-living pressures, is it any wonder that Generation Z (those aged between 15-30 depending on your classification) is feeling the financial pressure?

Alternative Investment Investor Education

21 Jan 2026

· Sara Allen

· 10 MIN READ

Global REITs: A mispricing opportunity investors can’t ignore

Global Real Estate Investment Trusts (REITs) are almost always sold on the same two hooks. The first is international diversification—the very sensible idea that you shouldn't have all your eggs in an Australian basket.

Property Managed Fund

21 Jan 2026

· Mark Mazzarella

· 10 MIN READ

Eight Lessons from London: What Investors Are Missing in Global REITs

At the recent UBS Global Real Estate Conference in London, a key investing lesson was subtly but forcefully reiterated: stocks can stay mispriced for longer than you might expect.

Property Managed Fund

19 Jan 2026

· Mark Mazzarella

· 10 MIN READ

‘Britain’s Warren Buffet’ & the Discipline of Being Early

Anthony Bolton, often described as ‘Britain’s Warren Buffett’, remains one of the few modern investing masters whose reputation rests not on a single cycle or style tailwind, but on a long, verifiable record of compounding through multiple market environments. His edge came from a disciplined process applied consistently over nearly three decades, combined with a rare willingness to sit with discomfort. There’s plenty to learn from this investment legend…

Investor Education

19 Jan 2026

· Simon Turner

· 7 MIN READ

Is your SMSF Registered for GST? Here’s Why It Probably Should Be

Very few SMSFs in Australia are registered for GST, but in some cases, the extra admin for those that aren’t required to register might be worthwhile from a tax perspective. It comes down to ability of SMSFs to claim back a level of GST it has paid depending on the type of investments and services used.

Superannuation Accounts Investor Education

15 Jan 2026

· Sara Allen

· 7 MIN READ

The Megatrends Here to Stay

Most of the world’s great investors are masters at identifying structural investment trends they can rely to drive their portfolio performance for decades rather than weeks. Whilst predicting the long term future is anything but easy, successfully identifying megatrends is likely to make your life as an investor a lot easier.

Investment Themes Macro ETF Investor Education

14 Jan 2026

· Simon Turner

· 8 MIN READ

Is it Time to Worry Like Ray Dalio?

Ray Dalio has spent much of the past decade warning that investors are misreading reality. Markets, he argues, are telling one story in nominal terms and a very different one in real money terms. Asset prices may be rising, portfolios may look healthy, and indices may be hitting new highs, but measured against the true store of value, purchasing power, many investors are quietly going backwards.

Asset Allocation Investor Education Macro

12 Jan 2026

· Simon Turner

· 7 MIN READ

The 2026 Guide to All Things ETF

Whether you’re starting up your portfolio fresh, or looking to add new tilts to your existing investments, there are plenty of options in the ETF world today and more to come in 2026. There are more than 400 ETFs listed on Australian exchanges, and plenty to come in the pipeline, so how do you navigate your choices?

ETF Investor Education

6 Jan 2026

· Sara Allen

· 11 MIN READ

2026 Investment Markets Outlook: A Narrow but Navigable Pathway Upwards

As the new year begins, the global economy is on a surprisingly resilient track, although the margin for policy error by governments and central bankers is narrow. With global inflation sticky but moderating and high developed-market government debt, central banks face an ever-finer line in their efforts to cut rates without reigniting inflation or destabilising bond markets.

Investor Education Investment Themes Managed Fund ETF

5 Jan 2026

· Simon Turner

· 16 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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