Education Hub

ETFs101:

• What is an ETF?
  Discover what ETFs are, how they work, and why investors use them. Learn about ETF benefits, risks, and what to consider before investing. Powered by Global X ETFs.

  
  

• Types of ETFs
  Explore the different types of ETFs including equity, commodity, fixed income, dividend, and crypto ETFs. Discover which ETF suits your investment goals.

  
  

• Why use ETFs?
  Discover why ETFs are a popular investment tool. Learn about their benefits, risks, and how they compare to managed funds and LICs.

  
  

• ETF Fees & Performance
  Learn how ETF fees impact performance, including MER, bid/ask spreads, tracking difference and error. Understand total cost of ownership and key metrics.

  
  

How to ETF Guides:

• How to Choose an ETF
  Learn how to choose the right ETF by understanding investment objectives, index exposure, fees, and key fund documents like the PDS and TMD.

  
  

• How to Construct a Portfolio
  Learn how to build a portfolio using core and satellite strategies, with insights into asset allocation, risk profiles, and long-term investment planning.

  
  

• How to Buy and Trade an ETF
  Discover how ETFs are created, priced, and traded. Learn about NAV, arbitrage, liquidity, and how to minimise execution slippage when investing in ETFs.

  
  

• How to Use ETFs in an SMSF
  Explore how ETFs can help build a diversified, cost-effective SMSF portfolio. Learn about tax, risks, fees, and choosing the right ETF strategy for retirement.

  
  

Resources:

• Dividend Reinvestment Plans (DRPs) for ETFs
  Understand how ETF DRPs work, when to enrol, how pricing and tax apply, and what to expect on payment day. Step-by-step guide included.

  
  

• ETF Investor Tax Time Checklist
  A quick guide to ETF tax reporting. Understand distributions, CGT, DRP tax, and where to find your annual tax statement. Checklist included.

  
  

• Computershare Information
  Learn how to access Computershare for Global X ETF tax documents, DRP preferences, and communication settings. Step-by-step account setup included.