Morningstar Australia - Empowering Investor Success

stocks
The surge in price of ASX listed share price is unwarranted
Good news as a proposed merger is approved but investors may be too optimistic. 
The surge in price of ASX listed share price is unwarranted
The surge in price of ASX listed share price is unwarranted
markets
From the desk of the CIO: Matt Wacher shares what’s top of mind

From the desk of the CIO: Matt Wacher shares what’s top of mind

Attention turns to the ramifications of Trump returning to office. 
retirement
A guide to valuing SMSF assets correctly

A guide to valuing SMSF assets correctly

SMSF trustees are required to value all fund assets, including property, at market value when preparing the fund's financial statements each year. Here are some key tips to ensure that you get it right.
stocks
11 ASX dividend stocks for the next decade

11 ASX dividend stocks for the next decade

What are the best stocks to own that can pay regular dividends and beat indices on a total return basis in the long-term? Here is our list of 11 ASX-listed companies that could help investors achieve these goals.
personal-finance
Active or passive? Neither works for many investors.

Active or passive? Neither works for many investors.

Investor behaviour makes it very difficult for active managers to outperform. The same behaviour causes many passive investors to trail the very indexes they purportedly are seeking out.  
personal-finance
Can a tempura chef teach us how to respond to the election?

Can a tempura chef teach us how to respond to the election?

Get ready to hear – and hopefully ignore - all the ways you should adjust your portfolio after the presidential election. 
personal-finance
The Presidential election: A ‘sleep more and do less’ event for investors

The Presidential election: A ‘sleep more and do less’ event for investors

Investors would be wise to ignore an unpredictable election.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,552.600.84%
CAC 407,338.67-1.17%
DAX 4019,215.48-0.76%
Dow JONES (US)43,988.990.59%
FTSE 1008,072.39-0.84%
HKSE20,728.19-1.07%
NASDAQ19,286.780.09%
Nikkei 22539,500.370.30%
NZX 50 Index12,770.331.50%
S&P 5005,995.540.38%
S&P/ASX 2008,295.100.84%
SSE Composite Index3,452.30-0.53%
stocks
11 ASX dividend stocks for the next decade

11 ASX dividend stocks for the next decade

What are the best stocks to own that can pay regular dividends and beat indices on a total return basis in the long-term? Here is our list of 11 ASX-listed companies that could help investors achieve these goals.
stocks
16 ASX stocks to buy and hold forever

16 ASX stocks to buy and hold forever

In his recent shareholder letter, Warren Buffett mentions several stocks he expects Berkshire Hathaway will own indefinitely, including Occidental Petroleum. We look at ASX stocks that investors could buy and hold forever.
etfs
Morningstar’s verdict on the 3 most popular ETFs

Morningstar’s verdict on the 3 most popular ETFs

Our analysts’ takes on Australia’s largest ETFs. 
retirement
4 steps to calculate how much you need to retire

4 steps to calculate how much you need to retire

This step-by-step process can help you estimate the size of the portfolio needed to support your dream retirement.
retirement
The 4% rule explained

The 4% rule explained

The safe withdrawal rate is one of the most important components in retirement planning but many people don’t understand the basis of the rule. 
retirement
The three elements of a successful transition to retirement

The three elements of a successful transition to retirement

Transitioning to retirement can be a perilous time for investors. A plan helps and here is mine. 
personal-finance
Introducing our investing course: Foundations of financial independence

Introducing our investing course: Foundations of financial independence

An outline of the free course curriculum. 
personal-finance
Foundations of financial independence Module 1: How to invest successfully

Foundations of financial independence Module 1: How to invest successfully

Mark LaMonica, CFA runs through how to set up the frameworks for investing successfully, and how to think about risk. 
personal-finance
Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing

Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing

Shani Jayamanne outlines the foundations that you need to invest successfully for the long-term.