This week’s best investing insights
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Our top investing insights from this week.
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Shani Jayamanne is a Director, Investment Specialist at Morningstar Australia.
Shani’s Future Focus column is published every Wednesday.
Superannuation is one of the largest assets that most people hold. It pays to be aware of what happens to it if you die. But unlike other assets, superannuation isn’t automatically covered by your will. Shani looks at who gets your super when you pass and how much tax they’ll pay.
The abundance of ETF choice can cause a variety of issues for investors, particularly the temptation to tinker and trade in an effort to maximise returns. This can cause a portfolio to take on unneeded complexity and be detrimental to investor outcomes. But before you hit that buy button, Shani runs through 3 things to check before adding another ETF.
High income earners may be at risk of paying extra tax in super. For investors who are already diligent about salary sacrifice and concessional caps, understanding how Division 293 works is important to avoiding unwelcome surprises.
Simonelle Mody is an Associate Investment Specialist, Morningstar Australia.
Sim’s Young & Invested column is published every Thursday.
Market bubble chatter is at an all-time-high, with several experts warning of an impending correction. What would a crash mean for everyday investors? Sim suggests 3 things ETF investors can do in a market bubble.
The end of the year is a natural moment for reflection. As your life changes your goals may evolve. As markets shift, your portfolio may start to drift away from our plan. Sim discusses whether it’s time to rebalance your portfolio.
For Chart of the week, Sim shared insights from our latest Active/Passive Barometer report.
Tyger Fitzpatrick is an Associate Investment Specialist, Morningstar Australia.
Tyger is the newest addition to our editorial team. He joins Morningstar after spending time in the stockbroking industry.
Finding the right dividend stocks can be difficult in the domestic market. For his first article, Tyger delved into findings from our Australian Dividend Outlook to explore three picks for dividend shares in 2026.
Mark LaMonica, CFA is Director of Personal Finance, Morningstar Australia.
Mark’s column Unconventional wisdom is published every Monday.
Share prices reflect the collective expectations of investors. Alcohol-adjacent shares have been tumbling after reports of reduced consumption. But is this a sensible reaction to an emerging trend? Or an opportunity to pick up shares at a discount? Mark weighs up whether investor expectations are too low for these shares.
More highlights from Morningstar this week
James Gruber runs through bearish signals from experts weighting up on whether the AI bubble is about to burst and also looks at Buffett’s final letter to shareholders as CEO.
Sarah Hansen discusses why tech stocks have been falling.
Liem Nguyen shares 3 different Vanguard ETFs for Aussie share exposure.
This week on Investing Compass
Mark and Shani speak about the predatory companies encouraging you to pillage your retirement savings, and the methods that they are using to do this.
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