Morningstar Australia - Empowering Investor Success
personal-finance
Young & Invested: Three portfolio decisions to consider after federal budget changes
The tax landscape may be shifting, but these fundamental levers still drive your long-term success.
personal-finance
3 signs you’re actually rich
3 financial milestones that matter more than appearing wealthy.
stocks
ASX property share lifts guidance despite sector headwinds
Aussie property manager lifts earnings expectations despite interest rate uncertainty.
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.
retirement
Going mainstream: Accessing private markets through super
Morningstar’s Manager Research team assess the role of private assets in modern portfolio construction.
markets
Market Minute: Why strong earnings aren’t moving markets anymore
Markets remain near record highs despite rising geopolitical tensions, persistent inflation concerns and growing scrutiny of AI valuations.
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.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Telstra Group Ltd TLS | 5.23 | 0.95% |
| PLS Group Ltd PLS | 6.28 | 1.88% |
| South32 Ltd S32 | 4.79 | 3.46% |
| Nickel Industries Ltd NIC | 1.03 | 0.49% |
| Liontown Ltd LTR | 2.27 | 2.16% |
| Tuas Ltd TUA | 2.11 | 2.77% |
| Mirvac Group MGR | 1.70 | 0.59% |
| Zip Co Ltd ZIP | 2.25 | 0.90% |
| Mayfield Group Holdings Ltd MYG | 3.00 | 0.66% |
| Endeavour Group Ltd EDV | 2.93 | 4.87% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,945.20 | 0.75% |
| CAC 40 | 8,207.89 | 0.43% |
| DAX 40 | 25,177.80 | -0.03% |
| Dow JONES (US) | 50,647.87 | 0.37% |
| FTSE 100 | 10,505.01 | 0.13% |
| HKSE | 25,328.23 | -1.06% |
| NASDAQ | 26,640.70 | -0.06% |
| Nikkei 225 | 64,999.41 | 0.01% |
| NZX 50 Index | 13,227.81 | 1.21% |
| S&P 500 | 7,514.80 | -0.06% |
| S&P/ASX 200 | 8,717.70 | 0.76% |
| SSE Composite Index | 4,093.73 | -1.25% |
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.