Morningstar Australia - Empowering Investor Success

retirement
Avoiding the superannuation death tax
How to optimise tax savings on superannuation inheritance. 
Avoiding the superannuation death tax
Avoiding the superannuation death tax
markets
What the GFC is still teaching investors today

What the GFC is still teaching investors today

Investors ignore the lag between the economy and markets at their peril.
personal-finance
The true prize wealth brings

The true prize wealth brings

How much does it take to actually make us happy?
etfs
Bronze rating for Vanguard income ETF

Bronze rating for Vanguard income ETF

A blended approach to income and capital growth.
markets
Where to hide in the ‘everything bubble’

Where to hide in the ‘everything bubble’

AI bubble talk is rife, but there’s a reason this bubble is different.
funds
Is there still a case for active management?

Is there still a case for active management?

Our Active/Passive Barometer reveals the winners in fund performance.

Market valuation

  • Undervalued
  • Overvalued

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries9,074.50-0.12%
CAC 408,103.58-0.00%
DAX 4024,340.060.23%
Dow JONES (US)48,710.97-0.04%
FTSE 1009,870.68-0.19%
HKSE25,818.930.17%
NASDAQ23,593.10-0.09%
Nikkei 22550,750.390.68%
NZX 50 Index13,525.82-0.02%
S&P 5006,929.94-0.03%
S&P/ASX 2008,769.00-0.09%
SSE Composite Index3,940.950.53%
personal-finance
Future Focus: The fatal error with super

Future Focus: The fatal error with super

Don’t fall for predatory companies encouraging you to pillage your retirement savings.
personal-finance
Future Focus: Are you better than average?

Future Focus: Are you better than average?

And do you need to be?
personal-finance
Future Focus: Six life changing tips

Future Focus: Six life changing tips

I recently ran a financial literacy course for students. These are the life changing tips I gave them.
personal-finance
Unconventional wisdom: Why are we turning our back on markets?

Unconventional wisdom: Why are we turning our back on markets?

Markets may not be perfect but a cursory look at the alternative unveils some troubling flaws.
personal-finance
Unconventional wisdom: Three ways to avoid growing up

Unconventional wisdom: Three ways to avoid growing up

The right mindset can lead to financial freedom.
stocks
Unconventional wisdom: Are dividends the answers?

Unconventional wisdom: Are dividends the answers?

As investors toil in complexity the obvious solution may be the right one.
personal-finance
Young & Invested: How to evaluate a thematic ETF for your portfolio

Young & Invested: How to evaluate a thematic ETF for your portfolio

Not everything is as it appears.
personal-finance
Young & Invested: Home Guarantee Scheme won’t help housing crisis

Young & Invested: Home Guarantee Scheme won’t help housing crisis

It’s easy to mistake accessibility for affordability.
etfs
Young & Invested: The best Aussie ETFs -  VAS and A200

Young & Invested: The best Aussie ETFs - VAS and A200

See how the two popular options compare.