30 July 2025

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Raising the GST to 15%Here's what should replace the $3 million super tax 100 Aussies: seven charts on who earns, pays, and owns The rubbery numbers behind super tax concessions 9 winning investment strategies

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Home / Passive Funds

Passive Funds

1-8 out of 8 results.

How to choose a good fund manager

James Gruber
30 April 2025
45

Despite the rise of passive investing, Australia has a number of top shelf fund managers who have consistently outperformed indices over the long-term. This looks at how to identify the best active funds for your portfolio.

Smart beta funds complement active without key person risk

Arian Neiron
2 March 2022
3

It is common to see 'smart beta' as the core of a portfolio supported by high conviction active funds, or a core active manager blended with a complimentary smart beta strategy. It also removes key person risk.

To your taste: hot cross buns and hot, cross funds

Graham Hand
31 March 2021
10

What do hot cross buns and funds have in common? In both, there is no answer to which is the best, as their characteristics appeal to different people. Select the ones that suit your taste and appetite, maybe with added spice.

The index investing story could be even better

Raewyn Williams
14 December 2017
3

Passive investing typically incurs less tax than active investing but should be made even more tax-effective by using losses in the portfolio to offset taxable capital gains.

Is passive investment outperformance merely cyclical?

David Bassanese
22 June 2017
2

Active managers on average struggle to outperform market indexes, but do they provide added protection from losses during down markets? And which index should we focus on?

Active versus passive: there’s more to it

Leah Kelly
11 May 2017
2

Long gone are the days when 'passive' investing meant simply replicating a cap-weighted index, especially with the surge in 'active' and 'factor-based' funds such as smart beta. We need more nuanced definitions.

Why good active managers should outperform

Chris Stott
22 May 2015
2

In a continuation of the 'active vs passive' debate, there are many reasons why a good active manager should be worth the extra cost. What should the manager be doing to deliver results?

The numbers tell the story for index investing

David Bassanese
15 May 2015
9

The empirical evidence in the active v passive investing debate favours index in most asset classes, but there's a role for mixing the techniques if good managers can be identified - although that's not easy.

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Most viewed in recent weeks

Raising the GST to 15%

Treasurer Jim Chalmers aims to tackle tax reform but faces challenges. Previous reviews struggled due to political sensitivities, highlighting the need for comprehensive and politically feasible change.

Noel Whittaker
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Here's what should replace the $3 million super tax

With Div. 296 looming, is there a smarter way to tax superannuation? This proposes a fairer, income-linked alternative that respects compounding, ensures predictability, and avoids taxing unrealised capital gains.

Tony Dillon
2 July 2025

100 Aussies: seven charts on who earns, pays, and owns

The Labor government is talking up tax reform to lift Australia’s ailing economic growth. Before any changes are made, it’s important to know who pays tax, who owns assets, and how much people have in their super for retirement.

James Gruber
23 July 2025

The rubbery numbers behind super tax concessions

In selling the super tax, Labor has repeated Treasury claims of there being $50 billion in super tax concessions annually, mostly flowing to high-income earners. This figure is vastly overstated.

Tony Dillon
25 June 2025

9 winning investment strategies

There are many ways to invest in stocks, but some strategies are more effective than others. Here are nine tried and tested investment approaches - choosing one of these can improve your chances of reaching your financial goals.

James Gruber
9 July 2025

With markets near record highs, here's what you should do with your portfolio

Markets have weathered geopolitical turmoil, hitting near record highs. Investors face tough decisions on valuations, asset concentration, and strategic portfolio rebalancing for risk control and future returns.

Jamie Wickham
16 July 2025

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