Morningstar Australia - Empowering Investor Success

personal-finance
Future Focus: Make your mortgage tax deductible
Debt recycling can be an attractive strategy for those on higher marginal tax rates. I run through how to know whether it is right for you.
Future Focus: Make your mortgage tax deductible
Future Focus: Make your mortgage tax deductible
markets
From the desk of the CIO: Keeping a cool head during geopolitical turbulence

From the desk of the CIO: Keeping a cool head during geopolitical turbulence

Staying the course despite a supply-side shock.
personal-finance
Unconventional wisdom: Is this strategy the antidote to overvalued markets?

Unconventional wisdom: Is this strategy the antidote to overvalued markets?

This rebel economist thinks academics and professional investors have the market all wrong.
personal-finance
Why women should invest

Why women should invest

This International Women’s Day, the team at Morningstar speak about the importance of investing.
personal-finance
International Women’s Day: Insights from the women of Morningstar

International Women’s Day: Insights from the women of Morningstar

Inside the experiences that shaped our voices, values and financial perspectives.
personal-finance
Insights from top female investors in Australia

Insights from top female investors in Australia

Highlighting female portfolio managers for International Women’s Day.
etfs
Young & Invested: The ETF valuation mistake investors often make

Young & Invested: The ETF valuation mistake investors often make

Why ETF value hunting is an illusion.

Market valuation

  • Undervalued
  • Overvalued

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,976.800.23%
CAC 407,985.700.89%
DAX 4023,613.58-1.48%
Dow JONES (US)47,857.060.24%
FTSE 10010,320.00-0.89%
HKSE25,898.76-0.24%
NASDAQ22,697.100.01%
Nikkei 22555,025.371.43%
NZX 50 Index13,293.131.48%
S&P 5006,807.190.16%
S&P/ASX 2008,743.500.22%
SSE Composite Index4,133.430.25%
personal-finance
Future Focus: Make your mortgage tax deductible

Future Focus: Make your mortgage tax deductible

Debt recycling can be an attractive strategy for those on higher marginal tax rates. I run through how to know whether it is right for you.
personal-finance
Future Focus: The perils of the new financial system

Future Focus: The perils of the new financial system

This International Women’s Day, I explore the risks of the new financial system, and how they mirror those of the established system.
personal-finance
Future Focus: The case for the inefficient path to investing

Future Focus: The case for the inefficient path to investing

I draw a clear line between investment decisions and life goals.
personal-finance
Unconventional wisdom: Is this strategy the antidote to overvalued markets?

Unconventional wisdom: Is this strategy the antidote to overvalued markets?

This rebel economist thinks academics and professional investors have the market all wrong.
retirement
Unconventional wisdom: The professor who thinks Australians need to own more shares

Unconventional wisdom: The professor who thinks Australians need to own more shares

A model out of Yale University suggests many super strategies are too conservative.
personal-finance
Unconventional wisdom: Two investments you won’t find in my portfolio

Unconventional wisdom: Two investments you won’t find in my portfolio

Too many investors think they need to own a little bit of everything.
etfs
Young & Invested: An overlooked driver of ETF performance

Young & Invested: An overlooked driver of ETF performance

Why choosing the right ETF provider matters more than you think.
etfs
Young & Invested: Missing this ETF detail may cost you

Young & Invested: Missing this ETF detail may cost you

A small oversight that can quietly shift your long‑term returns.
personal-finance
Young & Invested: Why I avoid these ETFs

Young & Invested: Why I avoid these ETFs

Growing market unease is driving investors into every corner of the ETF universe.