Morningstar Australia - Empowering Investor Success
personal-finance
Avoid unnecessary CGT with this estate planning clause
A right to reside can give a surviving partner and children security and a clear plan. It can also have important tax implications.
personal-finance
Investor Playbook: The death of easy diversification
Diversification beyond asset labels.
personal-finance
Can you really live off dividends in retirement?
Shani and Mark explore the trade-offs investors face when choosing between income, growth and different investment strategies.
stocks
Tesla: valuation is key consideration in merger talks with SpaceX
We see regulatory risk from both the US and Chinese governments.
personal-finance
The hidden cost of government debt for investors
Some important effects never make the headlines.
stocks
Tesla earnings: Shares fall on slower deliveries growth outlook; Raising valuation
Our increased valuation comes from higher full self-driving adoption assumptions and a lower near- and medium-term capital expenditures forecast.
stocks
A look into newly listed Glencore’s valuation
A new ASX heavyweight with coal, copper and trading exposure.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Zip Co Ltd ZIP | 1.62 | 10.96% |
| PLS Group Ltd PLS | 2.84 | 8.40% |
| Telstra Group Ltd TLS | 4.93 | 0.40% |
| Tuas Ltd TUA | 1.27 | 30.49% |
| Cleanaway Waste Management Ltd CWY | 2.99 | 0.00% |
| South32 Ltd S32 | 4.26 | 3.15% |
| Nextdc Ltd NXT | 5.54 | 1.25% |
| Vicinity Centres VCX | 2.45 | 1.66% |
| Sigma Healthcare Ltd SIG | 2.74 | 0.00% |
| Karoon Energy Ltd KAR | 1.69 | 1.20% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,926.60 | 0.23% |
| CAC 40 | 7,782.82 | -0.36% |
| DAX 40 | 25,181.65 | -0.75% |
| Dow JONES (US) | 52,215.16 | -1.23% |
| FTSE 100 | 10,690.36 | -0.32% |
| HKSE | 23,199.94 | 0.46% |
| NASDAQ | 25,955.34 | -0.21% |
| Nikkei 225 | 62,189.65 | -0.80% |
| NZX 50 Index | 13,733.93 | -0.09% |
| S&P 500 | 7,623.68 | -0.52% |
| S&P/ASX 200 | 8,809.90 | 0.17% |
| SSE Composite Index | 3,687.62 | -0.08% |
Specialists
Mark LaMonica, CFA
personal-finance
Future Focus: How did your portfolio perform against other Aussie investors?
The new State of the Australian Investor report reveals portfolio performance and how trading impacted results.
retirement
Future Focus: How to pick a super investment option
How do you pick an investment option to achieve your retirement goals?
personal-finance
Future Focus: One of the most generous tax breaks in Australia
But only if people owning a home get it right.
personal-finance
Unconventional wisdom: The latest market obsession investors can ignore
Investors are constantly pressured to act but research suggests that knowing what to ignore is just as important as knowing what deserves your attention.
retirement
Unconventional wisdom: Does an American retirement rule work for Australians?
Readers challenged whether a retirement framework developed in the United States could be applied to Australia. It’s a fair question.
retirement
Unconventional wisdom: The retirement scorecard: how many of these retirement questions can you answer?
From the maths of retirement, estimating spending and picking the right asset allocation to survive a poor decade, here are the questions every retiree – current or future – should be able to answer.
etfs
Young & Invested: Investors are flocking to this ETF. But are they making the right choice?
Higher yields and an increasingly concentrated share market are pushing investors back towards fixed income. The question is whether they’re taking the correct approach.
personal-finance
Young & Invested: Three undervalued stocks owned by Australia’s wealthiest investors
Is popularity a compelling investment thesis?
etfs
Young & Invested: The ETFs backed by Australia’s wealthiest investors
New data reveals the ETFs gaining traction in SMSF portfolios.