Latest News & Analysis

personal-finance
The Division 296 tax is still a quasi-wealth tax
Does the latest draft legislation penalise long term compounding for super funds?
The Division 296 tax is still a quasi-wealth tax
The Division 296 tax is still a quasi-wealth tax
stocks
ASX healthcare giant remains well positioned despite share slump

ASX healthcare giant remains well positioned despite share slump

We welcome the CEO change at CSL but relatively soft plasma performance will postpone recovery
stocks
Australian bank remains overvalued despite strong result

Australian bank remains overvalued despite strong result

When strong fundamentals meet persistent valuation headwinds.
personal-finance
3 ways to fix Australia’s affordability crisis

3 ways to fix Australia’s affordability crisis

Our cost-of-living pressures go beyond the RBA and demand bold, structural solutions.
stocks
Chart of the Week: Soft earnings growth outlook for Australian banks

Chart of the Week: Soft earnings growth outlook for Australian banks

The latest take from our equity research analysts.
stocks
Coca-Cola earnings: Billion-dollar brands and consumer engagement remain growth priorities

Coca-Cola earnings: Billion-dollar brands and consumer engagement remain growth priorities

Despite macro and geopolitical challenges, Coca-Cola managed to increase sales in line with its long-term target.
etfs
Young & Invested: Missing this ETF detail may cost you

Young & Invested: Missing this ETF detail may cost you

A small oversight that can quietly shift your long‑term returns.
retirement
Estimate the savings you need to retire

Estimate the savings you need to retire

Use the Morningstar retirement model to come up with a retirement plan that estimates the amount you need to retire and the variables that will impact future outcomes.
stocks
Unwarranted drop in ASX share

Unwarranted drop in ASX share

Jittery investors misinterpret an audit for an existential crisis.
stocks
Macquarie: A return to group-wide growth

Macquarie: A return to group-wide growth

Our view on the shares after earnings.
personal-finance
Protect your family and your investments

Protect your family and your investments

In this episode of Investing Compass, we take a look at 3 ways that you can make your family’s life easier.
stocks
After earnings, is Disney stock a buy, a sell, or fairly valued? -

After earnings, is Disney stock a buy, a sell, or fairly valued? -

Following the highly anticipated announcement of a new CEO, here’s what we think of Disney.
personal-finance
How to interpret common financial ratios

How to interpret common financial ratios

There is a veritable alphabet soup of financial ratios that many investors struggle to comprehend and interpret effectively.
stocks
Investors overly concerned about AI impact on ASX share

Investors overly concerned about AI impact on ASX share

Shares screen as undervalued after prolonged decline.
etfs
Future Focus: 4 ETFs every investor should know

Future Focus: 4 ETFs every investor should know

Build smarter portfolios by separating ETFs into intuitive categories.
stocks
After earnings, is Palantir stock a buy, a sell, or fairly valued?

After earnings, is Palantir stock a buy, a sell, or fairly valued?

With higher-than-expected revenue expectations and a raised fair value estimate, here’s what we think of Palantir stock.
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