Morningstar Australia

Morningstar, Inc. is a top provider of unbiased investment research across North America, Europe, Australia, and Asia. We deliver a wide range of products and services tailored for individual investors, financial advisors, asset managers, and those involved in retirement planning and sponsorship.

International

English

Online/Digital

Outlet metrics

Domain Authority

Ranking

Global

#119505

Australia

#2680

Finance/Investing

#44

Traffic sources

Monthly visitors

Articles

A deep dive into private assets

5 days ago | morningstar.com.au | Shani Jayamanne |Mark LaMonica

In this episode, we dive into private assets. What they are, their history, the risks and benefits and whether they suit investors. Mark has written an article that covers private assets here. Listen on:Apple PodcastsSpotifyGet Morningstar insights in your inboxYou’re able to find the transcript of the episode below:Shani Jayamanne: Welcome to another episode of Investing Compass. Before we begin, a quick note that the information contained in this podcast is general in nature.
Unconventional wisdom: Is housing the anchor weighing Australia down?

1 week ago | morningstar.com.au | Mark LaMonica

Conventional wisdom is a byproduct of groupthink that presents solutions good enough for the average person while simultaneously not being right for any individual. You follow it at your peril. Each Monday I will challenge the investing norms that just may be holding you back from living the life you want. Unconventional wisdom: Is housing the anchor weighing Australia down? “The powers of uninterrupted usury are too great.
The state of the Australian retirement system

1 week ago | morningstar.com.au | Mark LaMonica

The debate continues to swirl over DIV296 or the government’s proposal to tax unrealised capital gains for super balances over $3 million. In the midst of the debate I took a step back to assess the overall super system in my article The state of retirement in the midst of the super tax fight. The evaluation criteria I selected and my ratings were necessarily subjective. But I wanted to hear from the Morningstar community and you enthusiastically responded to my call.
How to defer income tax until you sell your shares

1 week ago | morningstar.com.au | Shani Jayamanne |Mark LaMonica

In this listener requested episode, we look at the difference between Dividend Reinvestment Plans (DRPs) and Dividend Substitution Share Plans (DSSPs). There are some very important benefits to each plan that may mean one plan will suit investors better than the other. Listen on:Apple PodcastsSpotifyGet Morningstar insights in your inboxYou’re able to find the transcript of the episode below:Shani Jayamanne: Welcome to another episode of Investing Compass.
Unconventional wisdom: This hot investment is a hard no from me

2 weeks ago | morningstar.com.au | Mark LaMonica

Conventional wisdom is a byproduct of groupthink that presents solutions good enough for the average person while simultaneously not being right for any individual. You follow it at your peril. Each Monday I will challenge the investing norms that just may be holding you back from living the life you want. Unconventional wisdom: This hot investment is a hard no from me “As long as the music is playing, you’ve got to get up and dance.”- Chuck PrinceLet me tell you a story. It is a redemption story.
Will Bitcoin fall back below $100,000?

2 weeks ago | morningstar.com.au | Valerio Baselli

This article originally appeared on our US website. It has been adapted for an Australian audience. Key takeawaysThe price of bitcoin has rallied since tariffs were announced. $100,000 could be a new support level. Flows have increased to physical ETPs.Inflation and liquidity risks remain. For crypto followers, bitcoin breaking the US $100,000 barrier was a key moment. But so far, the oldest and most established cryptocurrency has been unable to hold steady above that level.
3 steps to save money when you’re tempted to spend

2 weeks ago | morningstar.com.au | Danielle Labotka

This article originally appeared on our US site and has been amended for an Australian audience. Making a savings plan is one thing. It’s another thing to stick to it. If you’ve ever had trouble hitting a savings goal, you’re not alone. Savings rates have not recovered to pre-Covid levels, with many households struggling to build a savings buffer. Only 30% of Australians are on track for a comfortable retirement, according to the Association of Superannuation Funds of Australia (ASFA).
EOFY Essentials: How to monitor your portfolio

2 weeks ago | morningstar.com.au | Shani Jayamanne |Mark LaMonica

Successful investing doesn’t end as soon as you hit ‘buy’ in your trading account. This episode of Investing Compass looks at a methodical framework to monitor and maintain your portfolio, to increase your chances of achieving your financial goals. Monitoring your portfolio includes:Know how often you are going to review your portfolioHave your circumstances changed?
The huge cost of super tax concessions

2 weeks ago | morningstar.com.au | Ron Bird

This article was provided by a third-party and the opinions expressed here are the author’s. Morningstar values diversity of thought and publishes a broad range of viewpoints. We almost never discuss superannuation in terms of its fundamental rationale: encouraging individuals to achieve their optimal consumption pattern over their lifetime. Superannuation exists to provide for consumption during the years when individuals no longer have a regular income.
Unconventional wisdom: Can you value a share just using dividends?

3 weeks ago | morningstar.com.au | Mark LaMonica

Conventional wisdom is a byproduct of groupthink that presents solutions good enough for the average person while simultaneously not being right for any individual. You follow it at your peril. Each Monday I will challenge the investing norms that just may be holding you back from living the life you want. Unconventional wisdom: Can you value a share just using dividends?