Morningstar Australia - Empowering Investor Success
personal-finance
Future Focus: The wealth-building playbook has changed
The rules we’ve inherited may not work for us now.
personal-finance
Minimise the tax your estate pays
Mark and Shani run through tips from an estate planning expert in this Investing Compass episode.
markets
US markets brief: This market indicator is at a bigger extreme than during the dot-com bubble
The momentum markets’ drawdown risk, plus BlackRock’s Li on paring back on the EM AI trade but staying the course in the US.
stocks
The strange effect of the 30% minimum capital gains tax
How the proposed CGT floor creates unexpected outcomes across different incomes.
retirement
Meg on SMSFs: How wide is the ban on LRBAs?
What’s changing to the rules around borrowing for property in superannuation.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Liontown Ltd LTR | 1.45 | 5.07% |
| Telstra Group Ltd TLS | 4.96 | 2.27% |
| South32 Ltd S32 | 3.93 | 1.75% |
| PLS Group Ltd PLS | 4.71 | 3.19% |
| Zip Co Ltd ZIP | 3.07 | 3.62% |
| Santos Ltd STO | 7.48 | 5.50% |
| 4DMedical Ltd 4DX | 4.14 | 6.33% |
| Bellevue Gold Ltd BGL | 1.31 | 1.69% |
| Qube Holdings Ltd QUB | 5.12 | 0.00% |
| Sigma Healthcare Ltd SIG | 2.80 | 0.89% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,937.60 | -0.03% |
| CAC 40 | 8,436.24 | -0.51% |
| DAX 40 | 25,465.25 | -1.37% |
| Dow JONES (US) | 52,925.15 | -0.25% |
| FTSE 100 | 10,665.88 | 0.13% |
| HKSE | 24,092.04 | 2.53% |
| NASDAQ | 25,818.69 | -1.16% |
| Nikkei 225 | 68,176.70 | -0.12% |
| NZX 50 Index | 13,698.67 | -0.47% |
| S&P 500 | 7,503.85 | -0.45% |
| S&P/ASX 200 | 8,743.70 | 0.07% |
| SSE Composite Index | 4,011.05 | 0.52% |
Specialists
Mark LaMonica, CFA
Shani Jayamanne
Simonelle Mody
Tyger Fitzpatrick
James Gruber
personal-finance
Future Focus: Australians are wealthy - why don’t we feel it?
High net worth doesn’t always translate into financial flexibility.
retirement
Future Focus: Why your super isn’t going to be enough
The game has changed. Focus on finding a number that takes your circumstances into account.
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: Five ways to invest smarter under the new tax regime
Higher taxes on capital gains have shifted the relative attractiveness of investments, structures and strategies.
retirement
Unconventional wisdom: Could you increase your retirement spending by 66%?
A major retirement study suggests many retirees could safely spend far more than they do - but fear and uncertainty keep wallets closed.
personal-finance
Unconventional wisdom: Investing remains a craft - even in the age of AI
What a $19 million lunch with Warren Buffett reveals about judgement, process, and machines.
personal-finance
Young & Invested: The federal budget’s hidden trade-offs
My take on a budget sold as intergenerational reform, but built on contradictions.
etfs
Young & Invested: Is your ETF really worth the price you’re paying?
We’ve devised a new metric to reveal whether your ETF is competitively priced.
etfs
Young & Invested: Can this ETF solve the ASX’s concentration problem?
When half your ETF goes into ten companies, it pays to look for alternatives.