Morningstar Australia - Empowering Investor Success

personal-finance
Young & Invested: Are you sabotaging your ETF returns?
ETFs have made investing easier than ever. But our latest study shows that many investors are still finding ways to underperform their own investments.
Young & Invested: Are you sabotaging your ETF returns?
Young & Invested: Are you sabotaging your ETF returns?
stocks
ASX retailer sees weaker sales growth as conditions soften

ASX retailer sees weaker sales growth as conditions soften

Momentum fades as consumer spending softens.
etfs
Our favourite income ETF

Our favourite income ETF

With new tax changes getting investors interested in income investments and ETFs for tax efficiency, we combine both and talk about income ETFs.
stocks
World’s largest miner benefits from copper boom

World’s largest miner benefits from copper boom

Copper driven earnings growth underpins higher dividends and fair value upgrade.
funds
Active fund manager success rates ticked up in 2026, but passive funds still hold the advantage

Active fund manager success rates ticked up in 2026, but passive funds still hold the advantage

Long-term trends point to categories where active managers are more likely to outperform.
stocks
The role of shareholder yield in a portfolio

The role of shareholder yield in a portfolio

How to identify durable dividend payers.
funds
The investment that sidesteps the new tax traps

The investment that sidesteps the new tax traps

A rundown on insurance bonds.

Market valuation

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Markets

Index
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% Change
All Ordinaries9,255.200.22%
CAC 408,509.36-0.82%
DAX 4026,128.36-0.80%
Dow JONES (US)53,343.40-0.22%
FTSE 10010,728.040.07%
HKSE25,486.620.06%
NASDAQ26,289.71-1.33%
Nikkei 22565,326.42-3.16%
NZX 50 Index13,929.670.46%
S&P 5007,691.76-0.69%
S&P/ASX 2009,053.800.28%
SSE Composite Index3,890.67-2.50%
personal-finance
Future Focus: Australians are wealthy - why don’t we feel it?

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

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 

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

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%?

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

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

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?

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?

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.