Morningstar Australia - Empowering Investor Success

personal-finance
Young & Invested: How many ETFs should you have in your portfolio?
Avoiding portfolio diworsification.
Young & Invested: How many ETFs should you have in your portfolio?
Young & Invested: How many ETFs should you have in your portfolio?
stocks
Our view of ANZ’s strategic plan

Our view of ANZ’s strategic plan

Trying to please customers and shareholders with a simpler and leaner bank.
personal-finance
Future Focus: The tax-free returns Aussies are taking advantage of

Future Focus: The tax-free returns Aussies are taking advantage of

There are smart ways to take advantage of your offset account, but balance is the key.
markets
Why the ASX may be more expensive than the US market

Why the ASX may be more expensive than the US market

Long-term investors should understand pricing and how it affects subsequent returns and wealth.
retirement
Mark to market: Will super save the market?

Mark to market: Will super save the market?

Mark answers a question about the influence of super on the local market. 
markets
Is the market in bubble territory?

Is the market in bubble territory?

Parallels with the late 1990s.
retirement
A good day for Australian retirement outcomes

A good day for Australian retirement outcomes

Changes to the DIV 296 tax make it easier to plan for retirement.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries9,375.900.21%
CAC 408,188.591.38%
DAX 4024,272.190.38%
Dow JONES (US)46,165.12-0.19%
FTSE 1009,436.090.12%
HKSE25,888.51-0.09%
NASDAQ22,661.52-0.04%
Nikkei 22548,277.741.27%
NZX 50 Index13,389.100.61%
S&P 5006,658.29-0.19%
S&P/ASX 2009,068.400.20%
SSE Composite Index3,916.230.10%
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.
personal-finance
Future Focus: Are you better than average?

Future Focus: Are you better than average?

And do you need to be?
personal-finance
Future Focus: Six life changing tips

Future Focus: Six life changing tips

I recently ran a financial literacy course for students. These are the life changing tips I gave them.
personal-finance
Unconventional wisdom: Why are we turning our back on markets?

Unconventional wisdom: Why are we turning our back on markets?

Markets may not be perfect but a cursory look at the alternative unveils some troubling flaws.
personal-finance
Unconventional wisdom: Three ways to avoid growing up

Unconventional wisdom: Three ways to avoid growing up

The right mindset can lead to financial freedom.
stocks
Unconventional wisdom: Are dividends the answers?

Unconventional wisdom: Are dividends the answers?

As investors toil in complexity the obvious solution may be the right one.
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.
personal-finance
Young & Invested: Home Guarantee Scheme won’t help housing crisis

Young & Invested: Home Guarantee Scheme won’t help housing crisis

It’s easy to mistake accessibility for affordability.
etfs
Young & Invested: The best Aussie ETFs -  VAS and A200

Young & Invested: The best Aussie ETFs - VAS and A200

See how the two popular options compare.