Morningstar Australia - Empowering Investor Success
personal-finance
Future Focus: Can you lower your tax rate with a trust?
Many higher income earners look at opening a trust to distribute income and lower their tax burden. Here’s what you need to consider before going down this path.
stocks
Stock showdown: Could these ASX fuel players tempt income investors?
Rising EV uptake and the future of refining in Australia are sources of uncertainty, but Ampol and Viva may still offer value.
stocks
Market too optimistic on new contract for ASX highflyer
Notable contract win, but market is limited.
etfs
Unconventional wisdom: Why this might be the wrong ETF for Aussie equity exposure
Running through the reasons an equal weighted ETF may not be right.
personal-finance
The 6 year rule: one of the most generous tax breaks in Australia
In this week’s Investing Compass we take a look at a generous tax break for property owners.
personal-finance
This week’s best investing insights
Stay up to date with our best investment opportunities and insights on investing.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Botanix Pharmaceuticals Ltd BOT | 0.15 | 53.23% |
| Vault Minerals Ltd VAU | 0.42 | 7.79% |
| Pilbara Minerals Ltd PLS | 1.48 | 2.07% |
| Droneshield Ltd DRO | 2.56 | 4.07% |
| Telstra Group Ltd TLS | 4.86 | 0.41% |
| South32 Ltd S32 | 3.04 | 1.94% |
| Coronado Global Resources Inc CRN | 0.15 | 6.45% |
| Vicinity Centres VCX | 2.50 | 1.57% |
| Resolute Mining Ltd RSG | 0.69 | 9.60% |
| Scentre Group SCG | 3.74 | 1.32% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,828.70 | 0.03% |
| CAC 40 | 7,718.18 | -0.07% |
| DAX 40 | 24,142.39 | 0.29% |
| Dow JONES (US) | 44,406.36 | -0.94% |
| FTSE 100 | 8,817.61 | 0.13% |
| HKSE | 24,148.07 | 1.09% |
| NASDAQ | 20,412.52 | -0.92% |
| Nikkei 225 | 39,688.81 | 0.26% |
| NZX 50 Index | 12,859.02 | 0.74% |
| S&P 500 | 6,229.98 | 0.00% |
| S&P/ASX 200 | 8,590.70 | 0.02% |
| SSE Composite Index | 3,497.48 | 0.70% |
Specialists
Shani Jayamanne
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?