Morningstar Australia - Empowering Investor Success

personal-finance
Future Focus: One of the most generous tax breaks in Australia 
But only if people owning a home get it right.
Future Focus: One of the most generous tax breaks in Australia 
Future Focus: One of the most generous tax breaks in Australia 
retirement
New data reveals a Division 296 reality check

New data reveals a Division 296 reality check

A closer look at the evolving SMSF landscape.
markets
Market Minute: Stocks keep rising as rates move higher, private credit risks and the upcoming Firmus IPO

Market Minute: Stocks keep rising as rates move higher, private credit risks and the upcoming Firmus IPO

Morningstar’s Michael Malseed on how investors should position their portfolios today.
stocks
ASX rare earths play looks to expand production

ASX rare earths play looks to expand production

The largest rare-earth producer outside of China acquires competitor to increase production.
stocks
Anthropic’s leaked financials reflect fast growth, but not a $2 trillion valuation

Anthropic’s leaked financials reflect fast growth, but not a $2 trillion valuation

Draft IPO filing shows a company growing faster than its annual results can capture.
personal-finance
September's best reads from Morningstar

September's best reads from Morningstar

Take a look through what resonated with investors in September.
stocks
Surge in combat drones drives upgrade for ASX share

Surge in combat drones drives upgrade for ASX share

Drone demand powers growth but investor optimism is overdone.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,903.500.50%
CAC 407,865.070.40%
DAX 4025,449.190.77%
Dow JONES (US)51,521.280.49%
FTSE 10010,541.690.42%
HKSE24,280.561.00%
NASDAQ27,599.790.45%
Nikkei 22570,683.981.05%
NZX 50 Index13,700.120.01%
S&P 5007,818.930.58%
S&P/ASX 2008,735.700.57%
SSE Composite Index3,842.190.31%
markets
Future Focus: Are we in a recession?

Future Focus: Are we in a recession?

It is natural for us to look for indicators. Here’s what we know.
etfs
Future Focus: Your Aussie shares ETF isn’t very Aussie

Future Focus: Your Aussie shares ETF isn’t very Aussie

Is your exposure actually a bet on Australia?
personal-finance
Future Focus: What you need to stop worrying about money

Future Focus: What you need to stop worrying about money

Your investment portfolio is only one part of the equation.
personal-finance
Unconventional wisdom: Four assumptions for building wealth that investors should revisit

Unconventional wisdom: Four assumptions for building wealth that investors should revisit

Four decades of falling interest rates shaped the way investors built wealth. If that era is ending, it may be time to revisit some long-held assumptions.
personal-finance
Unconventional wisdom: The only free lunch in investng?

Unconventional wisdom: The only free lunch in investng?

Harry Markowitz argued investors could get something for nothing, but the reality is more complex.
personal-finance
Unconventional wisdom: Why investing gets harder as you get older

Unconventional wisdom: Why investing gets harder as you get older

Three tips to navigate the shifting wealth building playbook for older investors.
personal-finance
Young & Invested:  Why these ETFs keep winning

Young & Invested: Why these ETFs keep winning

Critics warned concentration would hurt index funds. The opposite happened.
etfs
Young & Invested: Are you investing in the wrong US ETF?

Young & Invested: Are you investing in the wrong US ETF?

Historic levels of concentration and faltering confidence in the AI trade is leading some investors to look at another strategy for US equities.
etfs
Young & Invested: Why this popular ETF might not be the best way to access the market

Young & Invested: Why this popular ETF might not be the best way to access the market

Investors often assume the cheapest ETF is the best option, but that may not be the case in one corner of the Australian market.