Morningstar Australia - Empowering Investor Success

personal-finance
Future Focus: Can I lower my tax rate with a company?
Can a company structure help you lower your tax obligations?
Future Focus: Can I lower my tax rate with a company?
Future Focus: Can I lower my tax rate with a company?
stocks
Cheap ASX energy play boasts strong cash flows and balance sheet

Cheap ASX energy play boasts strong cash flows and balance sheet

Markets appear overly bearish on the company despite the company having attracting growth options.
stocks
Market overreacts to earnings miss from moated ASX retailer

Market overreacts to earnings miss from moated ASX retailer

Our forecast recovery is off to a slow start but the sell-off appears to have gone too far.
etfs
2 gold rated bond ETFs

2 gold rated bond ETFs

Both of these offerings received the highest rating from our analysts.
stocks
Tesla’s stock is in trouble, but this fund manager sees a comeback in 2026

Tesla’s stock is in trouble, but this fund manager sees a comeback in 2026

Tesla’s challenges echo past issues the company has overcome, says Zevenbergen’s Joe Dennison.
personal-finance
How to use your tax refund to build wealth

How to use your tax refund to build wealth

Taking advantage of small amounts can go a long way.
stocks
GyG punished by market after solid earnings

GyG punished by market after solid earnings

Although Guzman y Gomez had solid earnings, it failed to meet lofty market expectations.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries9,245.00-0.48%
CAC 407,843.04-1.59%
DAX 4024,273.12-0.37%
Dow JONES (US)45,282.47-0.77%
FTSE 1009,321.400.13%
HKSE25,829.912.89%
NASDAQ21,449.29-0.22%
Nikkei 22542,807.820.46%
NZX 50 Index13,081.070.01%
S&P 5006,439.32-0.43%
S&P/ASX 2008,972.40-0.58%
SSE Composite Index3,883.561.51%
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?