Morningstar Editorial
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49 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.
- Future Focus: Where do you go when everything is expensive?Experts weigh in on why you need to diversify differently now.
- How to tell if a fund or ETF will likely underperformThe funds that have been rated negative by our analysts have characteristics in common.
- What changes are coming into effect 1 July 2026?And what should investors pay attention to?
- Avoid paying extra tax in superHigh income earners should plan ahead for their Div 293 liabilities.
- Unconventional wisdom: Ranking three common retirement strategiesConverting a lifetime of savings into sustainable income is retirement’s defining challenge.
- Young & Invested: Is SpaceX the wealth machine that investors have been waiting for?The record-breaking IPO has sparked a wave of excitement and accompanying products, but history tells a different story about the long-term prospects.
- Future Focus: The investing rule that explains the next market crashThe game every investor is playing.
- Unconventional wisdom: Building wealth after the CGT changesHigher CGT makes building wealth harder but financial independence is still achievable for thoughtful investors.
- Who should inherit your super?Understanding your beneficiary options and what you should choose.