Morningstar Editorial
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40 articles
Has home bias paid off for Aussie investors?Have you benefited from having your portfolio tilted towards Australia?
The tax difference between equities, managed funds and ETFsTax matters to total return outcomes, so should be a consideration when choosing investments. Shani Jayamanne 02 March 2026
Future Focus: Make your mortgage tax deductibleDebt recycling can be an attractive strategy for those on higher marginal tax rates. I run through how to know whether it is right for you.
Young & Invested: The currency trap catching ETF investors off guardWhy your fund’s currency exposure matters more than you think. Simonelle Mody 25 February 2026
Unconventional wisdom: Is housing the anchor weighing Australia down?
The revolt against Baby Boomer wealth
Future Focus: Are you wealthy?
Can you retire on dividends?
Can a deep value approach work for individual investors?Featuring what was probably the most interesting stock pitch at Morningstar’s recent conference for advisers.
Are franking credits hurting Australia’s economy?
Future Focus: The three factors that will increase your returns
The best investing bookThe book that every investor should read is a lesson on how life experience shapes an investing philosophy
What changes are coming into effect 1 July 2025?And what should investors pay attention to?
Why financial success does not equal financial wellnessWhen it comes to finances, some people are unhappy even when they succeed
Future Focus: Market returns are secondary to this return driverWant to be a successful investor? You’re focusing on the wrong thing
How healthy is the US economy? Here’s what the top economic indicators sayWhile recession fears have cooled somewhat, here are some signals worth watching
Unconventional wisdom: The state of retirement in the midst of the super tax fightThe DIV 296 tax proposal is a good opportunity to review the retirement system in Australia
Are you neglecting the non-financial aspects of retirement planning?Retirement doesn’t always feel like the perpetual holiday that we imagine it will be. These tips can help.
Future Focus: One of the most generous tax breaks in AustraliaBut only if people owning a home get it right
How to generate $100,000 in passive incomeReaching six-figures in passive income is not easy but don’t underestimate the benefit of time in the market
The iron law of building wealthThe best way to lose money in markets is to chase the latest stock fad.
Four key trends shaping portfoliosZoom out and there are four clear trends that will last for a decade or more
Unconventional wisdom: What if the market never goes down?More market resiliency after another quick rebound.
Getting rich versus staying richStrategies to get rich versus stay rich are markedly different.
Future Focus: New super tax could slash your retirement savingsMore Australians will be impacted by Div 296 and unrealised capital gains than you think.
Australia US Tariff Special Report
Trump’s tariff announcement: Implications for Australian investorsWhat we know and don’t know about the impact of the tariffs.
3 steps to save money when you’re tempted to spendHow to stick to your savings goals for the long term.
A deep dive into the proposed new super taxThis week’s episode of Investing Compass looks at why you need to pay attention to the new Div 296 tax in super.
Are you ready for retirement?A four step checklist to get ready for retirement. Mark LaMonica, CFA
05 February 2026
Are you under the illusion that your portfolio is diversified?Australians feel safe because of what has worked in the past.
Unconventional wisdom: Five ways to invest smarter under the new tax regimeHigher taxes on capital gains have shifted the relative attractiveness of investments, structures and strategies.
ETF Spotlight: Looking for effective exposure to Australia’s listed property sectorWith property under pressure and yields shifting, I take a look at the best way to access the A-REIT sector.
Understanding the power of compoundingGaining a greater understanding of compounding can put you on a pathway to financial freedom.
Unconventional wisdom: The best and worst performing ASX sharesDoes the Australian market follow the same pattern as the US market?
What you need to consider before making a financial giftConsider tax, age pension entitlements, aged care, estate planning and family dynamics.
Are investors thinking about the wrong type of risk?The investment industry defines risk as volatility but for investors the real risk is not achieving your goals.
Unconventional wisdom: ASX ETF and LIC dividend championsLessons from ETFs and LICs that have delivered over the last decade.
ETF Spotlight: Seeking growth beyond the US marketRevisiting where the next leg of global growth may come from.
Do dividends build or limit wealth creation?In this episode of Investing Compass, we talk to James Gruber about why he dislikes dividend stocks.