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Morningstar Australia - Empowering Investor Success

stocks
3 ASX shares to avoid
These shares have surged in price in the last year but are significantly overvalued according to our analysts. 
stocks

Any benefit from acquisition of ASX listed company’s business units?

Private equity strikes again but it is difficult to conclude if shareholders are winners from the deal.
personal-finance

Should you pay off your mortgage or invest?

Our free tool can help investors decide if they should pay off their mortgage or invest.
retirement

How to get a 0% tax rate on super sooner

Savvy investors can use a Transition-to-Retirement account to increase retirement savings and save on tax. 
fixed-income

Bill Gross warns investors to steer clear of bond funds

Should you heed this legendary bond investor’s advice?
stocks

Our view of Westpac’s earnings and special dividend

Is the bank growing the right way again?
stocks

2 undervalued ASX shares where headline issues mask underlying value

These two companies with moat may represent an opportunity for long-term investors.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Name
Last price
% Change
Sayona Mining Ltd SYA 0.04 0.00%
Telstra Group Ltd TLS 3.65 0.27%
Imugene Ltd IMU 0.08 1.32%
The Star Entertainment Group Ltd SGR 0.46 2.15%
Red 5 Ltd RED 0.45 2.27%
South32 Ltd S32 3.65 0.00%
Peninsula Energy Ltd PEN 0.12 0.00%
AMP Ltd AMP 1.12 0.45%
Pantoro Ltd PNR 0.09 5.56%
ANZ Group Holdings Ltd ANZ 29.12 1.15%

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries 8,076.70 0.14%
CAC 40 8,131.41 0.69%
DAX 40 18,498.38 0.37%
Dow JONES (US) 39,056.39 0.44%
FTSE 100 8,354.05 0.49%
HKSE 18,313.86 -0.90%
NASDAQ 16,302.76 -0.18%
Nikkei 225 38,202.37 -1.63%
NZX 50 Index 11,782.89 -0.15%
S&P 500 5,187.67 -0.00%
S&P/ASX 200 7,804.50 0.14%
SSE Composite Index 3,128.48 -0.61%
stocks

11 ASX dividend stocks for the next decade

What are the best stocks to own that can pay regular dividends and beat indices on a total return basis in the long-term? Here is our list of 11 ASX-listed companies that could help investors achieve these goals.
stocks

16 ASX stocks to buy and hold forever

In his recent shareholder letter, Warren Buffett mentions several stocks he expects Berkshire Hathaway will own indefinitely, including Occidental Petroleum. We look at ASX stocks that investors could buy and hold forever.
etfs

Morningstar’s verdict on the 3 most popular ETFs

Our analysts’ takes on Australia’s largest ETFs. 
retirement

4 steps to calculate how much you need to retire

This step-by-step process can help you estimate the size of the portfolio needed to support your dream retirement.
retirement

The 4% rule explained

The safe withdrawal rate is one of the most important components in retirement planning but many people don’t understand the basis of the rule. 
retirement

The three elements of a successful transition to retirement

Transitioning to retirement can be a perilous time for investors. A plan helps and here is mine. 
personal-finance

Introducing our investing course: Foundations of financial independence

An outline of the free course curriculum. 
personal-finance

Foundations of financial independence Module 1: How to invest successfully

Mark LaMonica, CFA runs through how to set up the frameworks for investing successfully, and how to think about risk. 
personal-finance

Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing

Shani Jayamanne outlines the foundations that you need to invest successfully for the long-term.
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Investing in shares beginner's guide
Investing in shares for the first time? This step-by-step beginner's guide will show you the steps you need to take to invest in the share market.
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Exchange Traded Funds (ETFs) Investing Guide
An Exchange Traded Fund is an investment fund that is traded on a stock exchange. This beginners guide will show you the steps to take to invest in ETFs.
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Morningstar Guide to Fund Investing
Pooling funds with other investors allows you to access professional managers, who can put your money in hard-to-access asset classes, which in turn may also diversify your risk.