Morningstar Australia - Empowering Investor Success

personal-finance
The perfect portfolio for the next decade
I examine the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.
The perfect portfolio for the next decade
The perfect portfolio for the next decade
stocks
Our view of BHP after reporting sales volumes

Our view of BHP after reporting sales volumes

First half results largely met our expectations.
personal-finance
Negative gearing: is it a tax concession?

Negative gearing: is it a tax concession?

Negative gearing allows investors to deduct rental property expenses, including interest, from taxable income, but its tax concession status is debatable. The real issue lies in the favorable tax treatment of capital gains. 
retirement
Answering your questions about retirement

Answering your questions about retirement

The Morningstar community has the following questions about planning for retirement. Here are my thoughts. 
personal-finance
Can you retire on dividends?

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
Future Focus: Why I won't commit to an SMSF

Future Focus: Why I won't commit to an SMSF

SMSFs require a lot of commitment. I'm not quite there.
personal-finance
Unconventional wisdom: 3 things you won't find in my portfolio

Unconventional wisdom: 3 things you won't find in my portfolio

What we choose not to buy may be the most important financial decision we make. 

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,680.500.32%
CAC 407,837.400.86%
DAX 4021,254.271.01%
Dow JONES (US)44,156.730.30%
FTSE 1008,545.13-0.04%
HKSE19,778.77-1.63%
NASDAQ20,009.341.28%
Nikkei 22539,646.251.58%
NZX 50 Index13,054.230.13%
S&P 5006,086.370.61%
S&P/ASX 2008,429.800.33%
SSE Composite Index3,213.62-0.89%
personal-finance
Future Focus: Why I won't commit to an SMSF

Future Focus: Why I won't commit to an SMSF

SMSFs require a lot of commitment. I'm not quite there.
etfs
Future Focus: Read this before you pick an ETF

Future Focus: Read this before you pick an ETF

I run through the considerations for picking an ETF for your portfolio. 
personal-finance
Future Focus: Every Aussie deserves a fair go with super

Future Focus: Every Aussie deserves a fair go with super

I explore places where our system is failing some Aussies as it relates to super tax policy.
personal-finance
Unconventional wisdom: 3 things you won't find in my portfolio

Unconventional wisdom: 3 things you won't find in my portfolio

What we choose not to buy may be the most important financial decision we make. 
personal-finance
Unconventional wisdom: 3 tips to keep your financial New Year's resolutions

Unconventional wisdom: 3 tips to keep your financial New Year's resolutions

Most resolutions fail...here is how to keep yours. 
personal-finance
Unconventional wisdom: A simple way to better returns

Unconventional wisdom: A simple way to better returns

What can the mating rituals of the Bowerbird teach us about investing.
personal-finance
Introducing our investing course: Foundations of financial independence

Introducing our investing course: Foundations of financial independence

An outline of the free course curriculum. 
personal-finance
Foundations of financial independence Module 1: How to invest successfully

Foundations of financial independence Module 1: How to invest successfully

Mark LaMonica, CFA runs through how to set up the frameworks for investing successfully, and how to think about risk. 
personal-finance
Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing

Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing

Shani Jayamanne outlines the foundations that you need to invest successfully for the long-term.