TOPIC

INVESTMENT ADVICE News & Analysis

Young & Invested: Are robo advisers worth it?
Personal Finance
Young & Invested: Are robo advisers worth it?
Can investing be made simple?
Simonelle Mody | 04 June 2025
The most overlooked investment property deductions
Personal Finance
The most overlooked investment property deductions
An investment property tax expert runs through what every investment property owner should know
Shani Jayamanne | 17 March 2025
Unpacking investment risk in superannuation
Personal Finance
Unpacking investment risk in superannuation
Understanding investment risk in superannuation is crucial for your retirement account. Here's a guide on how to define, take, and manage risk to...
Annika Bradley | 13 March 2025
Unconventional wisdom: Don’t play Russian Roulette with your finances
Personal Finance
Unconventional wisdom: Don’t play Russian Roulette with your finances
Resilience is an underappreciated quality in a portfolio and life.
Mark Lamonica | 26 February 2025
3 factors that enable financial advisers to improve returns by 3%
Personal Finance
3 factors that enable financial advisers to improve returns by 3%
An understanding of how advisers add value allows self-directed investors to set themselves up for success.
Shani Jayamanne | 18 February 2025
Tax tips for expats and migrants
Personal Finance
Tax tips for expats and migrants
A global personal tax specialist shares tips for minimising your tax burden for investors with cross border assets. 
Shani Jayamanne | 29 January 2025
Morningstar Guide to Portfolio Construction
Personal Finance
Morningstar Guide to Portfolio Construction
A 4-step framework to align you portfolio to your goals
Mark Lamonica | 12 January 2025
Building a 3 ETF portfolio
ETFs
Building a 3 ETF portfolio
John Bogle famously advocated a two-fund portfolio of US stocks and bonds. Recently, I tried to create an Australian version of the Bogle portfolio...
James Gruber | 03 October 2024
Focus on what you can control
Personal Finance
Focus on what you can control
In this week's Investing Compass episode, Shani goes through her investment strategy.
Shani Jayamanne | 22 July 2024
How to define an investment strategy
Personal Finance
How to define an investment strategy
Designing an investment strategy can be an expensive endeavour. Here is how to create one yourself.
Mark Lamonica | 05 May 2024