Morningstar Australia - Empowering Investor Success

personal-finance
What we learned: Our team's top investing lessons from 2024
Investing is a lifelong journey of learning. Here are the gems our team took from 2024.
What we learned: Our team's top investing lessons from 2024
What we learned: Our team's top investing lessons from 2024
personal-finance
History's big lessons for Australian investors

History's big lessons for Australian investors

Being on the winning side of war has played a major part in Australia’s financial success.
personal-finance
Should you invest or pay off your mortgage?

Should you invest or pay off your mortgage?

How does the benefit from extra mortgage payments compare to investing in the share market? 
retirement
Why you shouldn't wait until 35 to take your super seriously

Why you shouldn't wait until 35 to take your super seriously

A recent Rainmaker study concludes that the best time to start taking super seriously is in your mid-thirties. I don't agree. 
personal-finance
This week’s best investing insights

This week’s best investing insights

Stay up to date with our best investment opportunities and insights on investing.
personal-finance
Do you know why you are investing?

Do you know why you are investing?

New research from our Behavioural Insights team suggests that many investors should clarify what drives their investment decisions.
personal-finance
Australians feel ill-prepared for retirement, one cohort is an exception.

Australians feel ill-prepared for retirement, one cohort is an exception.

Australian retirement savings in numbers.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,471.500.22%
CAC 407,282.690.14%
DAX 4019,848.77-0.18%
Dow JONES (US)43,297.030.91%
FTSE 1008,136.990.42%
HKSE20,098.291.08%
NASDAQ20,031.131.35%
Nikkei 22539,130.430.24%
NZX 50 Index13,074.740.67%
S&P 5006,040.041.10%
S&P/ASX 2008,220.900.24%
SSE Composite Index3,393.531.26%
stocks
11 ASX dividend stocks for the next decade

11 ASX dividend stocks for the next decade

What are the best stocks to own that can pay regular dividends and beat indices on a total return basis in the long-term? Here is our list of 11 ASX-listed companies that could help investors achieve these goals.
stocks
16 ASX stocks to buy and hold forever

16 ASX stocks to buy and hold forever

In his recent shareholder letter, Warren Buffett mentions several stocks he expects Berkshire Hathaway will own indefinitely, including Occidental Petroleum. We look at ASX stocks that investors could buy and hold forever.
etfs
Morningstar’s verdict on the 3 most popular ETFs

Morningstar’s verdict on the 3 most popular ETFs

Our analysts’ takes on Australia’s largest ETFs. 
retirement
4 steps to calculate how much you need to retire

4 steps to calculate how much you need to retire

This step-by-step process can help you estimate the size of the portfolio needed to support your dream retirement.
retirement
The 4% rule explained

The 4% rule explained

The safe withdrawal rate is one of the most important components in retirement planning but many people don’t understand the basis of the rule. 
retirement
The three elements of a successful transition to retirement

The three elements of a successful transition to retirement

Transitioning to retirement can be a perilous time for investors. A plan helps and here is mine. 
personal-finance
Introducing our investing course: Foundations of financial independence

Introducing our investing course: Foundations of financial independence

An outline of the free course curriculum. 
personal-finance
Foundations of financial independence Module 1: How to invest successfully

Foundations of financial independence Module 1: How to invest successfully

Mark LaMonica, CFA runs through how to set up the frameworks for investing successfully, and how to think about risk. 
personal-finance
Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing

Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing

Shani Jayamanne outlines the foundations that you need to invest successfully for the long-term.