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END OF YEAR News & Analysis

The ultimate superannuation EOFY checklist 2024
Retirement
The ultimate superannuation EOFY checklist 2024
We're nearing the end of the financial year and it's time for SMSFs and other super funds to make the most of the strategies available to them....
Liam Shorte | 25 June 2024
4 investment themes for 2023
Personal Finance
4 investment themes for 2023
Bold predictions have been made by Morningstar’s Brian Han and there are even some lessons for investors as we jump into a new year.
Christine St Anne | 30 November 2022
Are you EOFY ready? Checklist for SMSF trustees
Personal Finance
Are you EOFY ready? Checklist for SMSF trustees
Seven items to review on the eve of the new financial year.
Anthony Fensom | 27 June 2022
A big thank you from Morningstar: Adviser end of year wrap
Funds
A big thank you from Morningstar: Adviser end of year wrap
New features make it easier for advisers to have ESG conversations, download fund reports and share Morningstar X-Ray portfolios.
Tony Gangemi | 04 January 2022
Best performing stocks for FY 2021
Markets
Best performing stocks for FY 2021
A picture says a thousand words, so enjoy this 9,000-word love letter to the financial year just gone.
Lewis Jackson | 01 July 2021
Morningstar Year in Review 2020
Personal Finance
Morningstar Year in Review 2020
2020: we look back at the highs and lows of an unprecedented year in financial markets and explore the themes shaping 2021.
Emma Rapaport | 24 December 2020
Morningstar Year in Review 2020
Personal Finance
Morningstar Year in Review 2020
2020: we look back at the highs and lows of an unprecedented year in financial markets and explore the themes shaping 2021.
Emma Rapaport | 24 December 2020
5 portfolio moves to consider before year-end
Personal Finance
5 portfolio moves to consider before year-end
Morningstar's Christine Benz offers timely ideas for improving your portfolio, lowering your tax bill, and wringing more from your cash holdings.
Christine Benz | 17 December 2019
4 super strategies for this end of financial year
Retirement
4 super strategies for this end of financial year
The end of financial year is looming but it’s not too late to put in place some smart superannuation strategies before 30 June to help reduce tax...
Andrew Buchan | 13 June 2019
Australia's economic record outscoring rivals but for how long?
Stocks
Australia's economic record outscoring rivals but for how long?
Australia may have found it hard to win at the FIFA World Cup, but the nation is outscoring most of the competition economically. Can the lucky...
Anthony Fensom | 28 June 2018