Morningstar Australia - Empowering Investor Success
personal-finance
Future Focus: Should you be overweight Australian or international equities?
How to lean on professional insights to develop your asset allocation framework.
personal-finance
Australia has no death duties. Technically.
Australia may not levy formal death duties, but a growing web of tax measures is quietly shaping what wealth passes between generations. Now, the 2026 budget adds another layer.
personal-finance
Answers to your tax questions
Proposed changes to capital gains tax are stirring concern among investors, particularly around the new 30% minimum rate and the treatment of gains and losses.
markets
3 years of the AI stock market boom in charts
A look at how exploding AI revenues have driven returns, lifted non-tech stocks, added to market concentration, and sent unicorn valuations flying.
retirement
Do you have enough super?
Mark and Shani run through factors that you might not have considered when calculating how much you need in super.
etfs
Under the hood of the ETFs you are most likely to own
Take a closer look at the exposure you’re getting with the most popular ETFs in Australia.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Telstra Group Ltd TLS | 5.28 | 0.94% |
| PLS Group Ltd PLS | 6.40 | 0.47% |
| GQG Partners Inc GQG | 1.46 | 2.67% |
| South32 Ltd S32 | 4.63 | 4.75% |
| Liontown Ltd LTR | 2.32 | 2.65% |
| Zip Co Ltd ZIP | 2.23 | 0.89% |
| Santos Ltd STO | 7.87 | 0.88% |
| Beach Energy Ltd BPT | 1.10 | 1.79% |
| Sigma Healthcare Ltd SIG | 2.85 | 0.00% |
| Cleanaway Waste Management Ltd CWY | 2.30 | 0.88% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,882.60 | -0.23% |
| CAC 40 | 8,173.11 | -1.03% |
| DAX 40 | 25,184.89 | -0.80% |
| Dow JONES (US) | 50,418.43 | -0.32% |
| FTSE 100 | 10,491.39 | 0.24% |
| HKSE | 25,599.45 | -0.03% |
| NASDAQ | 26,589.28 | 0.93% |
| Nikkei 225 | 64,996.09 | -0.25% |
| NZX 50 Index | 13,069.74 | 0.77% |
| S&P 500 | 7,509.67 | 0.48% |
| S&P/ASX 200 | 8,657.80 | -0.22% |
| SSE Composite Index | 4,145.37 | -0.17% |
Specialists
Mark LaMonica, CFA
Tyger Fitzpatrick
James Gruber
personal-finance
Future Focus: Australians are wealthy - why don’t we feel it?
High net worth doesn’t always translate into financial flexibility.
retirement
Future Focus: Why your super isn’t going to be enough
The game has changed. Focus on finding a number that takes your circumstances into account.
personal-finance
Future Focus: One of the most generous tax breaks in Australia
But only if people owning a home get it right.
personal-finance
Unconventional wisdom: Five ways to invest smarter under the new tax regime
Higher taxes on capital gains have shifted the relative attractiveness of investments, structures and strategies.
retirement
Unconventional wisdom: Could you increase your retirement spending by 66%?
A major retirement study suggests many retirees could safely spend far more than they do - but fear and uncertainty keep wallets closed.
personal-finance
Unconventional wisdom: Investing remains a craft - even in the age of AI
What a $19 million lunch with Warren Buffett reveals about judgement, process, and machines.
personal-finance
Young & Invested: The federal budget’s hidden trade-offs
My take on a budget sold as intergenerational reform, but built on contradictions.
etfs
Young & Invested: Is your ETF really worth the price you’re paying?
We’ve devised a new metric to reveal whether your ETF is competitively priced.
etfs
Young & Invested: Can this ETF solve the ASX’s concentration problem?
When half your ETF goes into ten companies, it pays to look for alternatives.