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The Rising Cost of Financial Advice: the CSLR levy, Professional Indemnity and Why Fees are Rising

The cost of receiving financial advice has skyrocketed in Australia over the past five years. According to the 2025 Australian Financial Advice Landscape Report, the median financial advice annual fee jumped 18% to $4,668 in 2025 and has risen 67% over five years. To put this into perspective, inflation increased 19.81% in the last five years, while Amazon (Nasdaq: AMZN) share prices gained 47.49% in the last five years to end November.

Investor EducationBanking & Financial Services
11 Dec 2025
 · Sara Allen
 · 9 MIN READ

The Lessons 2025 Taught Us All

2025 has been a year when it has paid to learn from the markets. And there have been plenty of lessons flying at investors open to learning. For example, structural dynamics often override thematic hopes, macro-regime shifts matter, diversification remains the only free lunch in finance, and cost-control plus discipline still beats speculative glamour.

Investor EducationETFManaged Fund
10 Dec 2025
 · Simon Turner
 · 6 MIN READ

The Best Investment You’ll Ever Make

If you’ve ever met a master investor, the first thing you’re likely to notice about them is their humility. Markets have a way of humbling us while teaching us valuable lessons. The second thing you’re likely to learn about them is the extent of their financial education. Not only did they learn from each and every investment mistake they’ve ever made, they’re also likely to have invested a lot of time and money in their financial education.

Investor Education
8 Dec 2025
 · Simon Turner
 · 8 MIN READ

The U.S. vs the Rest of the World

For more than a decade, it’s rarely been wrong to be long U.S. equities. The numbers are hard to argue with: the MSCI USA index has outperformed the MSCI World index by almost 50% over the past ten years. The longer term data is even more stark: U.S. stocks have risen from 30% of the MSCI World Index in the 1990s to 75% today. For all intents and purposes, U.S. stocks now dominate global equities.

MacroInvestment ThemesInvestor Education
3 Dec 2025
 · Simon Turner
 · 6 MIN READ

CIPRs Explained Simply: Building a Reliable Retirement Income Stream

For such a critical and long-dreamed of part of life, investing in retirement was woefully underserviced until recently. Superannuation funds focused heavily on the accumulation stage, relegating pension phase to a side thought. As Australians have come to live longer, and more of the baby boomers have retired – one of the largest generation cohorts, it’s become patently clear that retirement investment strategies need more nuance to manage the unique challenges of retirement.

Superannuation AccountsFixed InterestManaged FundETF
1 Dec 2025
 · Sara Allen
 · 9 MIN READ

Why the Run on Real Assets May Be Just Getting Started

In a world dominated by all things technology-related, it’s been easy for investors to forget about real assets. Until recently, many did. But recently, a noteworthy shift began back toward the precious metals, commodities, infrastructure, and real estate of the real assets world. Their appeal is intuitively easy to understand. It’s their tangibility, while historically they’ve been viewed as inflation hedges and diversifiers.

CommoditiesPropertyInfrastructureInvestor Education
27 Nov 2025
 · Simon Turner
 · 6 MIN READ

Investing in Line with Your Values Without Sacrificing Returns

For a growing number of investors, what they own in their portfolios is as important as the returns they generate. Or, at least it’s a much more important consideration for them than it used to be. As a result, the various forms of responsible and value-driven investment have been transitioning from niche to mainstream for some time now. The Responsible Investment Association Australasia (RIAA) estimates that Australian responsible investment assets reached $1.6 trillion in 2023, and accounted for 41% of total managed funds assets.

ESGManaged FundETFInvestor Education
25 Nov 2025
 · Simon Turner
 · 9 MIN READ

Zero to Hero: Building a Complete Portfolio with just ETFs

For many investors, the closest they get to a complete and diversified investment portfolio is their superannuation. While there’s nothing wrong with that – it’s a good thing to have a nest egg for retirement – making sure the investments you hold outside of superannuation are diversified and suit your goals can go a long way towards generating better financial outcomes.

ETFInvestor Education
24 Nov 2025
 · Sara Allen
 · 9 MIN READ

AI bubble or not: Resilient Tech Investing for your Portfolio

With the market trading near record highs, driven largely by big tech, valuations in parts of the market look expensive. Retail investors are still pouring into the technology sector, while some consultancies, like Mckinsey, are warning of the elevated costs required to fuel the sector’s continued growth. Some industry experts, including the Bank of England, are suggesting caution is warranted, while others, like Scion Asset Management’s Michael Burry, are pulling their money completely from the market.

TechnologyManaged FundETFInvestor Education
20 Nov 2025
 · Sara Allen
 · 6 MIN READ

The Innovation Game: China vs the U.S.

It’s hardly a secret that the countries who win the technology war will dominate the global economy. The US economy is living proof that technology leadership is the route toward economic dominance. But they are not the only superpower with the ambition of technology-led global domination. China is also aiming for technology leadership in the same market segments, such as artificial intelligence, robotics, electric vehicles, and semiconductors.

Investment ThemesMacroManaged FundInvestor Education
19 Nov 2025
 · Simon Turner
 · 8 MIN READ

Defining the X Factor in Active Funds Positioned for Outperformance

If you’ve read through more than a few fund manager presentations, you’ll notice that most describe themselves as superior stock pickers with a passion for finding the market’s hidden gems. But then, when you check their top ten positions, you’ll often make the chilling discovery that they share something in common: their hidden gems are called Nvidia, Apple, Microsoft, Amazon, and Alphabet.

Managed FundInvestor Education
17 Nov 2025
 · Simon Turner
 · 8 MIN READ
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