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RETURNS News & Analysis

Market Index Performance | April 2025
Markets
Market Index Performance | April 2025
Our monthly update detailing the short- and long-term performance of major indices.
Morningstar.com.au | 16 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
What returns do you need for a comfortable retirement?
Retirement
What returns do you need for a comfortable retirement?
The math behind your retirement outcomes. 
Mark LaMonica, CFA | 29 April 2025
Market Index Performance | March 2025
Markets
Market Index Performance | March 2025
Our monthly update detailing the short- and long-term performance of major indices.
Morningstar.com.au | 07 April 2025
2 charts to explain the trade-offs in retirement planning
Retirement
2 charts to explain the trade-offs in retirement planning
Investors may need a shift in mindset as retirement approaches but there are ways to structure a portfolio to improve retirement outcomes.
Mark LaMonica, CFA | 23 March 2025
Market Index Performance | February 2025
Markets
Market Index Performance | February 2025
Our monthly update detailing the short- and long-term performance of major indices.
Morningstar.com.au | 10 March 2025
Market Index Performance | January 2025
Markets
Market Index Performance | January 2025
Our monthly update detailing the short- and long-term performance of major indices.
Morningstar.com.au | 10 February 2025
Market Index Performance | December 2024
Markets
Market Index Performance | December 2024
Our monthly update detailing the short- and long-term performance of major indices.
Morningstar.com.au | 20 January 2025
Are mega super funds’ returns set to fall?
Retirement
Are mega super funds’ returns set to fall?
While the performance of the largest super funds has been admirable, they’ve become so big that it will make it difficult for them to outperform...
James Gruber | 11 December 2024
Market Index Performance | November 2024
Markets
Market Index Performance | November 2024
Our monthly update detailing the short- and long-term performance of major indices.
Morningstar.com.au | 08 December 2024