Morningstar Australia - Empowering Investor Success

retirement
SMSFs continue to thrive despite Division 296 tax implications
New data reveals SMSFs could shoulder an even larger tax burden than expected.
SMSFs continue to thrive despite Division 296 tax implications
SMSFs continue to thrive despite Division 296 tax implications
stocks
Will China strong arm BHP into lower iron ore prices?

Will China strong arm BHP into lower iron ore prices?

Allegations that the Chinese government told steel mills to stop buying from BHP shake markets.
personal-finance
Young & Invested: How to evaluate a thematic ETF for your portfolio

Young & Invested: How to evaluate a thematic ETF for your portfolio

Not everything is as it appears.
stocks
2 picks in an undervalued ASX sector

2 picks in an undervalued ASX sector

Investors may be too pessimistic about this industry.
personal-finance
Future Focus: The fatal error with super

Future Focus: The fatal error with super

Don’t fall for predatory companies encouraging you to pillage your retirement savings.
stocks
Undervalued ASX founder-led companies

Undervalued ASX founder-led companies

Can this strategy pick the winners?
stocks
12 picks for an income portfolio - Q3 2025 update

12 picks for an income portfolio - Q3 2025 update

Fifteen months in and passive income growth has exceeded my target.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries9,276.60-0.21%
CAC 408,041.36-0.23%
DAX 4024,611.250.06%
Dow JONES (US)46,358.42-0.52%
FTSE 1009,509.40-0.41%
HKSE26,752.59-0.29%
NASDAQ23,024.63-0.08%
Nikkei 22548,580.441.77%
NZX 50 Index13,549.72-0.16%
S&P 5006,735.11-0.28%
S&P/ASX 2008,969.80-0.28%
SSE Composite Index3,933.971.32%
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?