Morningstar Investor users sign in here.

Morningstar Australia - Empowering Investor Success

etfs
The perfect ETF
Does the perfect ETF exist? If not, what would it look like. 
personal-finance

This week’s best investing insights

Stay up to date with our best investment opportunities and insights on investing.
stocks

3 best ASX growth stocks to buy for the long term

Three high-quality growth companies that have wide moats and a history of good capital allocation.
personal-finance

Why I'm a perma-bull on stocks

Through the years, I’ve learned that investing is probably 20% maths and 80% psychology.
personal-finance

Renting a new place changes my financial plan

My financial situation has changed and I need to adjust my approach. Here's how I plan to move closer to my goals with every paycheck.
personal-finance

Winding up SMSFs that are paying a pension requires care

People often assume that you should wind up an SMSF as quickly as possible. Taking a slower and considered approach might be wiser.
retirement

How to address risks facing retirees

Some of the primary risks associated with retirement can be solved with annuities but they remain unpopular with investors.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Name
Last price
% Change
Bowen Coking Coal Ltd BCB 0.01 15.38%
Red 5 Ltd RED 0.30 1.64%
Latin Resources Ltd LRS 0.16 11.11%
ARN Media Ltd A1N 0.55 1.79%
Pilbara Minerals Ltd PLS 2.41 6.59%
Telstra Group Ltd TLS 3.93 0.51%
Imugene Ltd IMU 0.05 3.57%
Peninsula Energy Ltd PEN 0.07 1.37%
South32 Ltd S32 2.98 1.97%
Zip Co Ltd ZIP 2.12 0.00%

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries 8,214.80 0.33%
CAC 40 7,352.30 0.00%
DAX 40 18,301.90 -1.48%
Dow JONES (US) 40,345.41 -1.01%
FTSE 100 8,181.47 -0.73%
HKSE 17,444.30 -0.07%
NASDAQ 16,690.83 -2.55%
Nikkei 225 36,391.47 -0.72%
NZX 50 Index 12,615.51 -0.50%
S&P 500 5,408.42 -1.73%
S&P/ASX 200 8,013.40 0.39%
SSE Composite Index 2,765.81 -0.81%
Investing Compass
How To Evaluate a Company’s Fundamentals
How To Evaluate a Company’s Fundamentals
We go through how Morningstar ratings help you evaluate a company's long-term fundamentals and determine whether a share is over or undervalued.
How To Estimate How Much You Need for Retirement
How To Estimate How Much You Need for Retirement
We look at how much you actually need to retire and the considerations you should be taking to ensure you are well set up financially to retire as planned.
stocks

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

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

Our analysts’ takes on Australia’s largest ETFs. 
retirement

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 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

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

An outline of the free course curriculum. 
personal-finance

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

Shani Jayamanne outlines the foundations that you need to invest successfully for the long-term.
Avatar
Investing in shares beginner's guide
Investing in shares for the first time? This step-by-step beginner's guide will show you the steps you need to take to invest in the share market.
Avatar
Exchange Traded Funds (ETFs) Investing Guide
An Exchange Traded Fund is an investment fund that is traded on a stock exchange. This beginners guide will show you the steps to take to invest in ETFs.
Avatar
Morningstar Guide to Fund Investing
Pooling funds with other investors allows you to access professional managers, who can put your money in hard-to-access asset classes, which in turn may also diversify your risk.
Investing Compass
How To Evaluate a Company’s Fundamentals
How To Evaluate a Company’s Fundamentals
We go through how Morningstar ratings help you evaluate a company's long-term fundamentals and determine whether a share is over or undervalued.
How To Estimate How Much You Need for Retirement
How To Estimate How Much You Need for Retirement
We look at how much you actually need to retire and the considerations you should be taking to ensure you are well set up financially to retire as planned.