Take the survey here.

Investing doesn’t happen in a vacuum.

Every year, Australians face new challenges, opportunities and decisions that shape their financial futures. From market volatility and interest rates to housing affordability and cost-of-living pressures, the investing landscape is constantly evolving.

That’s why we’re launching the State of the Australian Investor Survey.

We want to hear directly from investors about their experiences, concerns, goals and the decisions they’re making today. The results will help us better understand the issues that matter most to Australians and will inform future Morningstar research, content and educational resources.

Whether you’re just starting your investing journey or have been investing for decades, your perspective matters.

The survey takes approximately 7 minutes to complete.

Take the survey here.

As a thank you for participating, you will be in the draw for a $500 Visa gift card^. To be eligible, you will have to complete all questions and leave your email address at the end so we are able to contact you. You are able to read Morningstar’s privacy policy here.

Your responses will remain confidential and will be reported only in aggregate.

Thank you for helping us build a clearer picture of the Australian investing landscape.

Terms and conditions for competition

^Entries open at 11:00am on the 7th of July 2026, and close at 11:59pm on the 29th of July 2026. To enter, you must fully complete the Survey Monkey survey enclosed, titled ‘Morningstar’s State of the Australian Investor Survey’ and include your email address to contact. The prize is one $500 VISA Gift Card, to be sent virtually. Morningstar Director, Investment Specialist Shani Jayamanne will randomly select one winner at 10:45am, 1 August 2026. The winner will be notified by email address by 11:59PM, 1 August 2026 and must reply via email within 7 calendar days to claim their prize. A mobile number is needed to receive the gift card. Failure to respond to the notification within 7 calendar days of the notification being sent will result in the prize being offered a second, randomly selected entrant by the Promoter on the date of selection. This process may be repeated as often as necessary until the prize is claimed. This competition is being conducted by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544) (“Morningstar”), Level 3, International Tower 1, 100 Barangaroo Avenue, Barangaroo, NSW 2000, Australia. The VISA Gift Card prize is not transferrable and non-redeemable for cash. You must be 18 years or older to enter. This competition is open to Australian residents only. Your privacy is important to us, read more at https://www.morningstar.com/en-au/company/privacy-policy".