Morningstar Australia - Empowering Investor Success
personal-finance
Future Focus: How did your portfolio perform against other Aussie investors?
The new State of the Australian Investor report reveals portfolio performance and how trading impacted results.
personal-finance
The estate planning mistakes that can leave families fighting
The solution is not always equality, but fairness.
retirement
Meg on SMSFs - Division 296 actuarial certificates
A key Division 296 calculation can sometimes attribute earnings in ways that many SMSF trustees won’t instinctively expect or fully appreciate.
markets
US markets brief: Chip stocks sell off, investors rotate into value, and what to watch in big tech earnings
Plus, is AI really driving up inflation?
markets
Market Minute: Firmus pulls IPO and AI valuation concerns
Morningstar’s Matt Wilkinson on how investors should position their portfolios today.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Cleanaway Waste Management Ltd CWY | 2.99 | 0.67% |
| PLS Group Ltd PLS | 2.93 | 1.03% |
| Telstra Group Ltd TLS | 4.76 | 0.00% |
| Sigma Healthcare Ltd SIG | 2.83 | 0.00% |
| Reliance Worldwide Corp Ltd RWC | 4.52 | 1.95% |
| oOh media Ltd OML | 1.66 | 0.00% |
| The Lottery Corp Ltd TLC | 5.35 | 0.00% |
| Glencore PLC GLC | 10.80 | 3.49% |
| South32 Ltd S32 | 4.40 | 2.44% |
| Mirvac Group MGR | 1.81 | 1.12% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,944.20 | -0.35% |
| CAC 40 | 7,868.05 | -1.11% |
| DAX 40 | 25,319.77 | -1.18% |
| Dow JONES (US) | 51,966.03 | -0.07% |
| FTSE 100 | 10,764.69 | -1.08% |
| HKSE | 23,876.85 | -1.28% |
| NASDAQ | 26,430.89 | 1.11% |
| Nikkei 225 | 63,887.76 | -1.59% |
| NZX 50 Index | 13,631.69 | -0.15% |
| S&P 500 | 7,690.73 | 0.41% |
| S&P/ASX 200 | 8,816.90 | -0.33% |
| SSE Composite Index | 3,706.86 | -0.64% |
Specialists
Shani Jayamanne
retirement
Future Focus: How to pick a super investment option
How do you pick an investment option to achieve your retirement goals?
personal-finance
Future Focus: One of the most generous tax breaks in Australia
But only if people owning a home get it right.
markets
Future Focus: Are we in a recession?
It is natural for us to look for indicators. Here’s what we know.
retirement
Unconventional wisdom: Does an American retirement rule work for Australians?
Readers challenged whether a retirement framework developed in the United States could be applied to Australia. It’s a fair question.
personal-finance
Unconventional wisdom: Four assumptions for building wealth that investors should revisit
Four decades of falling interest rates shaped the way investors built wealth. If that era is ending, it may be time to revisit some long-held assumptions.
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
Young & Invested: Three undervalued stocks owned by Australia’s wealthiest investors
Is popularity a compelling investment thesis?
etfs
Young & Invested: The ETFs backed by Australia’s wealthiest investors
New data reveals the ETFs gaining traction in SMSF portfolios.
personal-finance
Young & Invested: Why these ETFs keep winning
Critics warned concentration would hurt index funds. The opposite happened.