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RETURNS News & Analysis

Future Focus: Financial advisers improve returns by 3% - here’s how to do it yourself.
Personal Finance
Future Focus: Financial advisers improve returns by 3% - here’s how to do it yourself.
An understanding of how advisers add value allows self-directed investors to set themselves up for success.
Shani Jayamanne | 30 June 2025
Future Focus: The three factors that will increase your returns
Personal Finance
Future Focus: The three factors that will increase your returns
Perfect your portfolio to put yourself in the best position to maximise your returns.
Shani Jayamanne | 17 June 2025
Market Index Performance | May 2025
Markets
Market Index Performance | May 2025
Our monthly update detailing the short- and long-term performance of major indices.
Morningstar.com.au | 13 June 2025
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