Morningstar Australia - Empowering Investor Success

personal-finance
Future Focus: New super tax could slash your retirement savings
More Australians will be impacted by Div 296 and unrealised capital gains than you think.
Future Focus: New super tax could slash your retirement savings
Future Focus: New super tax could slash your retirement savings
stocks
Ask the analyst: Can Redox’s phenomenal growth story continue?

Ask the analyst: Can Redox’s phenomenal growth story continue?

This family owned company has taken a different and longer-term approach than most.
markets
Stocks soar as investors cheer US-China tariff rollback

Stocks soar as investors cheer US-China tariff rollback

The scope of the temporary reductions took markets by surprise.
stocks
The ASX’s most shorted stocks

The ASX’s most shorted stocks

The stocks where investors have lost faith and taken active bets against their success, and our analysts’ thoughts on the stocks.
personal-finance
Unconventional wisdom: Three Buffett lessons to ignore

Unconventional wisdom: Three Buffett lessons to ignore

Taking the wrong lessons from the oracle of Omaha.
retirement
Is the government spending too much on older people?

Is the government spending too much on older people?

A new paper from ANU measures how the tax and transfer system is redistributing income.
etfs
Why ETFs may not be the best choice for investors

Why ETFs may not be the best choice for investors

As their popularity increases it is important to consider the downsides to ETFs.  

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,510.700.52%
CAC 407,873.830.30%
DAX 4023,638.560.31%
Dow JONES (US)42,140.43-0.64%
FTSE 1008,602.92-0.02%
HKSE23,108.27-1.87%
NASDAQ19,010.091.61%
Nikkei 22538,183.261.43%
NZX 50 Index12,786.740.87%
S&P 5005,886.550.72%
S&P/ASX 2008,269.000.43%
SSE Composite Index3,374.870.17%
personal-finance
Future Focus: What are you giving up by sending your kids to private school?

Future Focus: What are you giving up by sending your kids to private school?

A listener requested exploration of optimising saving for education costs, and the opportunity costs of higher education expenses.
personal-finance
Future Focus: Buying a home out of reach? Try these financial goals instead.

Future Focus: Buying a home out of reach? Try these financial goals instead.

A framework to understand what you want from life and therefore your finances.
personal-finance
Future Focus: A better way to use financial advisers' favourite investment strategy

Future Focus: A better way to use financial advisers' favourite investment strategy

An exploration of strategic and tactical allocation, and an alternative way to use Core/Satellite.
retirement
Unconventional wisdom: Add certainty to your retirement

Unconventional wisdom: Add certainty to your retirement

What a trip to Monte Carlo can teach you about having a more secure retirement. 
personal-finance
Unconventional wisdom: Are passive ETFs leading to lower returns?

Unconventional wisdom: Are passive ETFs leading to lower returns?

Does a study showing investors that own passive products get lower returns mean John Bogle was wrong?
stocks
Unconventional wisdom: A controversial income pick

Unconventional wisdom: A controversial income pick

Rigid definitions of income and growth shares may be holding investors back.
personal-finance
Bookworm: Lessons from Buffett’s behaviour in a long bear market

Bookworm: Lessons from Buffett’s behaviour in a long bear market

Equity indices don’t often fall for several years in a row. Here is what Buffett did last time it happened.
personal-finance
Bookworm: This ASX name meets many of Terry Smith’s criteria

Bookworm: This ASX name meets many of Terry Smith’s criteria

Terry Smith is perhaps Britain’s best-known investor. How does he define a quality business?
personal-finance
Bookworm: An investing lesson from the world’s second richest man

Bookworm: An investing lesson from the world’s second richest man

When it comes to stocks, are you an owner or a renter?