Morningstar Australia - Empowering Investor Success

stocks
The defensive ASX share to own forever
This listed player provides promising long term outlook after pledging significant capital expenditure to a transformative project 
The defensive ASX share to own forever
The defensive ASX share to own forever
stocks
To wish upon a star

To wish upon a star

After a delayed earnings release and a turbulent regulatory environment, this entertainment behemoth remains a controversial choice for investors. 
personal-finance
How I invest now versus when I was a fund manager

How I invest now versus when I was a fund manager

The freedom to invest however I want comes with several trade-offs.
personal-finance
4 business buying mistakes that translate to stock market investing

4 business buying mistakes that translate to stock market investing

When it comes to building wealth, business ownership has several advantages over being a employee. A business broker shares top mistakes to avoid when buying.
stocks
Only 2.4% of companies deliver all net shareholder wealth

Only 2.4% of companies deliver all net shareholder wealth

Over decades, relatively few companies generate all the stockmarket's outperformance. Is this an argument for passive investing or does it prove active investing is rewarded?
personal-finance
Minimising taxes as an investor

Minimising taxes as an investor

Choosing to invest as an individual or within a company or trust has several tax consequences for investors.
personal-finance
The dumbest investment mistake I've ever made

The dumbest investment mistake I've ever made

It's time for me to open up about my worst ever investment decision. Because it has lessons for all investors.

Market valuation

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Market movers

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Markets

Index
Last price
% Change
All Ordinaries8,474.300.05%
CAC 407,500.76-1.01%
DAX 4019,029.90-0.70%
Dow JONES (US)42,196.520.09%
FTSE 1008,285.82-0.06%
HKSE22,113.51-1.47%
NASDAQ17,925.120.08%
Nikkei 22538,552.061.97%
NZX 50 Index12,572.660.97%
S&P 5005,709.540.00%
S&P/ASX 2008,205.200.09%
SSE Composite Index3,336.508.06%
stocks
11 ASX dividend stocks for the next decade

11 ASX dividend stocks for the next decade

What are the best stocks to own that can pay regular dividends and beat indices on a total return basis in the long-term? Here is our list of 11 ASX-listed companies that could help investors achieve these goals.
stocks
16 ASX stocks to buy and hold forever

16 ASX stocks to buy and hold forever

In his recent shareholder letter, Warren Buffett mentions several stocks he expects Berkshire Hathaway will own indefinitely, including Occidental Petroleum. We look at ASX stocks that investors could buy and hold forever.
etfs
Morningstar’s verdict on the 3 most popular ETFs

Morningstar’s verdict on the 3 most popular ETFs

Our analysts’ takes on Australia’s largest ETFs. 
retirement
4 steps to calculate how much you need to retire

4 steps to calculate how much you need to retire

This step-by-step process can help you estimate the size of the portfolio needed to support your dream retirement.
retirement
The 4% rule explained

The 4% rule explained

The safe withdrawal rate is one of the most important components in retirement planning but many people don’t understand the basis of the rule. 
retirement
The three elements of a successful transition to retirement

The three elements of a successful transition to retirement

Transitioning to retirement can be a perilous time for investors. A plan helps and here is mine. 
personal-finance
Introducing our investing course: Foundations of financial independence

Introducing our investing course: Foundations of financial independence

An outline of the free course curriculum. 
personal-finance
Foundations of financial independence Module 1: How to invest successfully

Foundations of financial independence Module 1: How to invest successfully

Mark LaMonica, CFA runs through how to set up the frameworks for investing successfully, and how to think about risk. 
personal-finance
Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing

Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing

Shani Jayamanne outlines the foundations that you need to invest successfully for the long-term.