Morningstar Australia - Empowering Investor Success
personal-finance
Young & Invested: Is SpaceX the wealth machine that investors have been waiting for?
The record-breaking IPO has sparked a wave of excitement and accompanying products, but history tells a different story about the long-term prospects.
stocks
ASX share undervalued as margins expected to rebound
This ASX share remains overlooked despite a strong outlook.
etfs
Under the hood of popular ETFs
Mark and Shani run through some of Australia’s most popular ETFs and the exposure you’re getting.
retirement
What an Oscar-nominated short film can teach us about retirement
Spoiler alert: It has nothing to do with money.
personal-finance
Testamentary trusts post-budget: Estate planning, tax reform and the ‘death tax’ debate
Proposed Budget changes to taxation are casting new uncertainty over testamentary trusts.
stocks
Cheap retail REIT with an attractive yield
Lower consumer spending unlikely to buckle this retail REIT.
personal-finance
How to minimise tax with a will
Estate planning expert shares how to structure for tax efficiently
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Karoon Energy Ltd KAR | 1.43 | 13.37% |
| Telstra Group Ltd TLS | 5.08 | 0.78% |
| Liontown Ltd LTR | 2.13 | 3.90% |
| PLS Group Ltd PLS | 6.36 | 2.75% |
| GQG Partners Inc GQG | 1.46 | 1.04% |
| Zip Co Ltd ZIP | 2.90 | 0.69% |
| South32 Ltd S32 | 4.29 | 0.47% |
| Beach Energy Ltd BPT | 0.99 | 2.94% |
| AMP Ltd AMP | 1.61 | 1.26% |
| Vault Minerals Ltd VAU | 4.99 | 5.94% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 9,185.90 | 0.77% |
| CAC 40 | 8,430.79 | -0.20% |
| DAX 40 | 24,934.67 | 0.10% |
| Dow JONES (US) | 52,206.34 | 0.40% |
| FTSE 100 | 10,508.61 | 0.14% |
| HKSE | 24,312.16 | -0.74% |
| NASDAQ | 26,391.72 | 0.06% |
| Nikkei 225 | 69,902.25 | 0.72% |
| NZX 50 Index | 13,392.98 | -0.25% |
| S&P 500 | 7,517.11 | 0.08% |
| S&P/ASX 200 | 8,966.30 | 0.74% |
| SSE Composite Index | 4,108.08 | 0.40% |
Specialists
Mark LaMonica, CFA
Shani Jayamanne
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.