August's best reads from Morningstar
Take a look through what resonated with investors in August.
ETFs,super and the upcoming changes to capital gains taxes held our reader’s interest.
1. Future Focus: How much should you have in super at every age?
I run through where I want to be at every decade
Because not every fund deserves a place in your portfolio.
3. Future Focus: The investing rule that explains the next market crash
The game every investor is playing.
Shares are cheap despite rebounding share price, yet risks remain.
5. Unconventional wisdom: Building wealth after the CGT changes
Higher CGT makes building wealth harder but financial independence is still achievable for thoughtful investors.
Most popular Investing Compass episode of August: the wealth building playbook has changed - have you adjusted?
Are you following the old playbook to changing wealth? The environment has changed, so your assumptions should too.
You can find the audio, video and transcript of the podcast here.
Editor’s pick
Home ownership is often viewed as the cornerstone of financial success in Australia but I’ve chosen to measure success in a different way.
Invest Your Way
A message from Mark and Shani
Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. It’s now included in your Spotify Premium subscription, and your Audible subscription. You can also find the book to purchase on Amazon and Booktopia.
