Morningstar Australia - Empowering Investor Success
personal-finance
Future Focus: Don’t believe in ESG? There are reasons why you should.
Are you willing to put your money where your mouth is?
retirement
The huge cost of super tax concessions
The current net annual cost of superannuation tax subsidies is around $40 billion, growing to more than $110 billion by 2060. These subsidies have always been bad policy, representing a waste of taxpayers’ money.
personal-finance
Can you retire on dividends?
Living off of investment income addresses key risks faced by retirees. However, it introduces several considerations for investors who pursue this strategy.
personal-finance
Preserving wealth through generations is hard
How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.
personal-finance
EOFY Essentials: How to monitor your portfolio
This week’s Investing Compass episode runs through the steps to monitor your portfolio.
personal-finance
Unconventional wisdom: Can you value a share just using dividends?
Investors are too quick to dismiss this valuation technique.
retirement
Meg on SMSFs: Withdrawing assets ahead of the $3m super tax
The super tax has caused an almighty scuffle, but for SMSFs impacted by the proposed tax, a big question remains: what should they do now? Here are ideas for those wanting to withdraw money from their SMSF.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Coronado Global Resources Inc CRN | 0.20 | 8.11% |
| Vault Minerals Ltd VAU | 0.43 | 2.84% |
| Pilbara Minerals Ltd PLS | 1.37 | 7.23% |
| Monash IVF Group Ltd MVF | 0.56 | 25.50% |
| Metro Mining Ltd MMI | 0.07 | 1.54% |
| The Star Entertainment Group Ltd SGR | 0.12 | 4.35% |
| Northern Minerals Ltd NTU | 0.04 | 20.00% |
| Silver Mines Ltd SVL | 0.14 | 3.85% |
| BrainChip Holdings Ltd BRN | 0.25 | 8.89% |
| Lotus Resources Ltd LOT | 0.18 | 7.35% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,793.50 | 0.59% |
| CAC 40 | 7,791.47 | -0.17% |
| DAX 40 | 24,174.32 | -0.54% |
| Dow JONES (US) | 42,761.76 | -0.00% |
| FTSE 100 | 8,832.28 | -0.06% |
| HKSE | 24,181.43 | 1.63% |
| NASDAQ | 19,591.24 | 0.31% |
| Nikkei 225 | 38,272.43 | 0.48% |
| NZX 50 Index | 12,589.47 | 0.40% |
| S&P 500 | 6,005.88 | 0.09% |
| S&P/ASX 200 | 8,565.60 | 0.59% |
| SSE Composite Index | 3,399.54 | -0.01% |
Specialists
Mark LaMonica, CFA
James Gruber
Simonelle Mody
personal-finance
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.
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
An exploration of strategic and tactical allocation, and an alternative way to use Core/Satellite.
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?
Does a study showing investors that own passive products get lower returns mean John Bogle was wrong?
stocks
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
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
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
When it comes to stocks, are you an owner or a renter?