Morningstar Australia - Empowering Investor Success
personal-finance
Investor Playbook: What Australia’s wealthiest investors taught me about investing
Lessons that changed how I invest.
personal-finance
How the typical Australian Family could save $844,350 in taxes
The value of a testamentary trust is not determined by wealth alone.
etfs
Don't let taxes ruin your investment plan
Capital gains tax changes have sparked a wave of discussion among Australian investors, but are investors making better decisions, or simply reacting emotionally to higher taxes?
retirement
There is a reason why your super is locked up until your 60s
One controversial idea has reignited a debate that could reshape the financial future of millions.
markets
DBRS Morningstar: Rising rates to hit private corporate credit first and hardest
Large corporates will be affected next through refinance and earnings cycles.
markets
Market Minute: Rising bond yields, US Fed hikes rates, What's gone wrong for Nike?
Morningstar’s Bryce Anderson discusses rising bond yields, inflation concerns, AI spending and where Morningstar is finding opportunities despite market uncertainty.
markets
3 big risks index investors face today
Index investing can be risky—take it from me, I’m an indexer.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| South32 Ltd S32 | 4.88 | 1.61% |
| PLS Group Ltd PLS | 3.84 | 0.00% |
| Telstra Group Ltd TLS | 4.81 | 0.63% |
| Mirvac Group MGR | 1.75 | 2.04% |
| Stockland Corp Ltd SGP | 4.09 | 1.74% |
| Sigma Healthcare Ltd SIG | 2.56 | 0.39% |
| Karoon Energy Ltd KAR | 1.56 | 12.89% |
| Zip Co Ltd ZIP | 1.99 | 0.25% |
| Northern Star Resources Ltd NST | 23.47 | 6.15% |
| AMP Ltd AMP | 2.59 | 0.77% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,850.70 | 0.06% |
| CAC 40 | 8,107.91 | 0.37% |
| DAX 40 | 25,464.97 | 0.22% |
| Dow JONES (US) | 51,828.62 | 0.93% |
| FTSE 100 | 10,739.41 | 0.41% |
| HKSE | 24,647.55 | 0.56% |
| NASDAQ | 27,068.72 | 0.48% |
| Nikkei 225 | 65,877.62 | -0.73% |
| NZX 50 Index | 13,830.68 | 0.14% |
| S&P 500 | 7,743.41 | 0.51% |
| S&P/ASX 200 | 8,679.70 | 0.17% |
| SSE Composite Index | 3,823.62 | -1.67% |
Specialists
Mark LaMonica, CFA
Shani Jayamanne
Simonelle Mody
Tyger Fitzpatrick
James Gruber
etfs
Future Focus: Your Aussie shares ETF isn’t very Aussie
Is your exposure actually a bet on Australia?
personal-finance
Future Focus: What you need to stop worrying about money
Your investment portfolio is only one part of the equation.
personal-finance
Future Focus: You’re losing money twice. Here’s how to stop.
The fear of losing money can lead investors to make two very different mistakes. Here’s how I try to make sure it doesn’t influence my investment decisions.
personal-finance
Unconventional wisdom: The only free lunch in investng?
Harry Markowitz argued investors could get something for nothing, but the reality is more complex.
personal-finance
Unconventional wisdom: Why investing gets harder as you get older
Three tips to navigate the shifting wealth building playbook for older investors.
retirement
Unconventional wisdom: The retirement planning trick that could boost your income
A simple needs vs. wants framework can help you balance security with higher spending.
etfs
Young & Invested: Are you investing in the wrong US ETF?
Historic levels of concentration and faltering confidence in the AI trade is leading some investors to look at another strategy for US equities.
etfs
Young & Invested: Why this popular ETF might not be the best way to access the market
Investors often assume the cheapest ETF is the best option, but that may not be the case in one corner of the Australian market.
etfs
Young & Invested: Do you need both IVV and NDQ in your portfolio?
A closer look at the illusion of choice in a concentrated market.