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INVESTING LESSONS News & Analysis

A deep dive into the proposed new super tax
Personal Finance
A deep dive into the proposed new super tax
This week’s episode of Investing Compass looks at why you need to pay attention to the new Div 296 tax in super.
Shani Jayamanne | 20 May 2025
Bookworm: Five words that separate investors from speculators
Personal Finance
Bookworm: Five words that separate investors from speculators
A passage from Warren Buffett’s favourite finance book poses an important question to every investor.
Joseph Taylor | 19 May 2025
Why delaying capital gains tax can boost your returns
Personal Finance
Why delaying capital gains tax can boost your returns
In this week’s episode of Investing Compass, we look at ways you can lower the impact of tax on your returns.
Shani Jayamanne | 14 May 2025
Bookworm: How capital cycle analysis can unearth superior long-term investments
Personal Finance
Bookworm: How capital cycle analysis can unearth superior long-term investments
Why companies that are immune to the ravages of capitalism are so valuable, and two hallmarks that can alert you to their presence.
Joseph Taylor | 04 May 2025
Calm amid the chaos: Joseph’s top insights in April
Personal Finance
Calm amid the chaos: Joseph’s top insights in April
Joseph discussed the outlook for gold prices and office REITs with our analysts, sought bear market lessons from Warren Buffett, and more.
Joseph Taylor | 29 April 2025
9 investing lessons I’ve learned from owning a business
Personal Finance
9 investing lessons I’ve learned from owning a business
In 2016, I took the plunge: buying a 51-room motel in south-west Sydney. Since then, I've ridden the highs as well as the lowest of lows, and through...
James Gruber | 21 April 2025
Bookworm: An investing lesson from the world’s second richest man
Personal Finance
Bookworm: An investing lesson from the world’s second richest man
When it comes to stocks, are you an owner or a renter?
Joseph Taylor | 31 March 2025
What we’ve learned from 150 years of stock market crashes
Markets
What we’ve learned from 150 years of stock market crashes
Though they varied in length and severity, the market always recovered and went on to new highs.
Emelia Fredlick | 11 March 2025
3 steps to increase financial security
Personal Finance
3 steps to increase financial security
Morningstar's International Women's Day event brought together a property expert and a financial wellness expert to discuss the best ways to increase...
Shani Jayamanne | 07 March 2025
Dividend investor monthly - February
Personal Finance
Dividend investor monthly - February
This new monthly feature is dedicated to helping you grow your passive income and take another step towards financial freedom. 
Mark Lamonica | 04 March 2025