Morningstar Australia - Empowering Investor Success

personal-finance
Future Focus: The dangerous assumption behind the new CGT changes
Investing is not just a rich person’s sport anymore, and it’s dangerous tax policy to think it is.
Future Focus: The dangerous assumption behind the new CGT changes
Future Focus: The dangerous assumption behind the new CGT changes
stocks
Undervalued ASX healthcare provider

Undervalued ASX healthcare provider

Solid demand profile for global leader.
stocks
SpaceX: What investors need to know about its enormous upcoming IPO

SpaceX: What investors need to know about its enormous upcoming IPO

Morningstar launches research coverage of SpaceX.
retirement
SMSF estate planning: Eight things to consider

SMSF estate planning: Eight things to consider

Prudent planning for SMSF trustees.
stocks
These overvalued stocks are probably in your portfolio

These overvalued stocks are probably in your portfolio

Priced for perfection.
personal-finance
What changes are coming into effect 1 July 2026?

What changes are coming into effect 1 July 2026?

And what should investors pay attention to?
personal-finance
Unconventional wisdom: My portfolio, warts and all

Unconventional wisdom: My portfolio, warts and all

A self-review shows that successful investing isn’t about perfection - it’s about discipline, patience and living with imperfection.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,966.000.19%
CAC 408,209.090.77%
DAX 4025,116.860.46%
Dow JONES (US)51,219.020.27%
FTSE 10010,373.510.33%
HKSE26,038.322.52%
NASDAQ27,138.790.19%
Nikkei 22566,734.24-0.30%
NZX 50 Index13,170.71-0.56%
S&P 5007,613.500.18%
S&P/ASX 2008,724.400.20%
SSE Composite Index4,075.100.43%
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.