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FINANCIAL SYSTEM News & Analysis

Can you solve a year 12 personal finance exercise?
Personal Finance
Can you solve a year 12 personal finance exercise?
Financial literacy may be lacking in Australia but one group of year 12 students are attempting to solve for a scenario that many Australians face.
Mark Lamonica | 26 November 2024
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
How to incorporate an expected inheritance into your financial plan
Personal Finance
How to incorporate an expected inheritance into your financial plan
The intergenerational wealth transfer is a hot topic. How should you incorporate any inheritances into your financial plan?
Mark Lamonica | 13 May 2024
Why I decided to purchase a home
Personal Finance
Why I decided to purchase a home
I’ve said in the past that I wouldn’t purchase a house. What changed?
Mark Lamonica | 01 April 2024
Things I’m thankful for as an investor
Personal Finance
Things I’m thankful for as an investor
Successful investing is grounded in the accumulation of wisdom.
Mark Lamonica | 22 November 2023
Boomers and their children unprepared for $3.5 trillion wealth transfer
Retirement
Boomers and their children unprepared for $3.5 trillion wealth transfer
A new report suggests most Australians want to share their wealth with the next generation but are unsure of the best ways to do it.
James Gruber | 25 October 2023
A famous tech bear changes his tune
Funds
A famous tech bear changes his tune
GQG Partners’ Rajiv Jain tells the Morningstar Investment Conference in Australia why he’s now overweight US tech mega caps and cut back on large...
James Gruber | 23 May 2023
Giving your child a financial head start
Personal Finance
Giving your child a financial head start
Kids in NSW could grow a $49,000 nest egg by adulthood under a Coalition government election pledge. Does it stack up? Or are there better ways to...
Sarah Dowling | 24 March 2023
Why investors should care about the banking scare
Markets
Why investors should care about the banking scare
Banking crises are never just about the banks.
Sandy Ward | 14 March 2023
Our Top Financial Resolutions for 2023
Personal Finance
Our Top Financial Resolutions for 2023
Morningstar staffers resolve to sell losers, pick winners, and prioritize our children’s futures.
Ruth Saldanha | 29 December 2022