Morningstar Australia - Empowering Investor Success

personal-finance
Future Focus: What years of talking to investors taught me about building wealth
A few lessons I’ve collected along the way.
Future Focus: What years of talking to investors taught me about building wealth
Future Focus: What years of talking to investors taught me about building wealth
stocks
Undervalued ASX share upgrades guidance

Undervalued ASX share upgrades guidance

Market share gains drive earnings upgrade despite a weak US housing backdrop.
etfs
Should you invest in Geared ETFs?

Should you invest in Geared ETFs?

This episode unpacks how they work, why they’re popular and risks that many investors overlook.
stocks
ASX energy giant undervalued despite commissioning challenges

ASX energy giant undervalued despite commissioning challenges

Near-term hurdles, long-term upside.
retirement
Are you making these SMSF mistakes?

Are you making these SMSF mistakes?

Don’t make these errors with your retirement savings.
etfs
Gold rated ETF for investors avoiding largest US shares

Gold rated ETF for investors avoiding largest US shares

Cheap and broad exposure to mid-cap stocks.
stocks
Ask the analyst: What to expect in earnings season?

Ask the analyst: What to expect in earnings season?

The key metrics that matter this earnings season.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Name
Last price
% Change
Droneshield Ltd DRO1.8113.22%
Telstra Group Ltd TLS5.011.62%
PLS Group Ltd PLS4.044.94%
Sigma Healthcare Ltd SIG2.901.40%
Liontown Ltd LTR1.202.04%
Santos Ltd STO7.771.17%
AMP Ltd AMP2.141.42%
Stockland Corp Ltd SGP4.232.67%
South32 Ltd S324.520.44%
Vicinity Centres VCX2.661.53%

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries9,112.000.88%
CAC 408,458.780.63%
DAX 4025,464.010.41%
Dow JONES (US)52,804.711.14%
FTSE 10010,871.020.83%
HKSE25,310.850.41%
NASDAQ24,913.54-0.07%
Nikkei 22562,364.92-3.95%
NZX 50 Index13,861.930.08%
S&P 5007,438.570.34%
S&P/ASX 2008,947.800.97%
SSE Composite Index3,813.31-1.16%
personal-finance
Future Focus: Australians are wealthy - why don’t we feel it?

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

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 

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

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%?

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

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

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?

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?

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.