Category: ETFs & Funds

Explore practical guides to exchange-traded funds and managed funds for Australian investors. This section covers how ETFs work, how to compare fees and portfolio exposure, and how Australian tax rules affect distributions, capital gains and cost-base adjustments. Use these articles to understand broad-market, sector, thematic and international funds before deciding whether they fit your model portfolio. You will also find explanations of franking credits, AMIT statements, currency exposure and the difference between an ETF’s market price and its underlying holdings. Start with the fund’s objective, index methodology, costs, liquidity and tax treatment, then consider how it overlaps with investments you already own. For tax records, keep every distribution statement and apply any AMIT cost-base adjustment to the relevant units. Our adjusted cost base and AMIT statement guides explain those steps in more detail. Crowdfolio’s tools provide general information and portfolio modelling only; they do not recommend an ETF, fund or allocation for your circumstances.