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Morningstar Australia - Empowering Investor Success

stocks
2 high quality ASX small caps at a discount
These two companies are relatively small but have carved out strong positions in attractive markets. According to our analysts, the shares also look cheap.
2 high quality ASX small caps at a discount
2 high quality ASX small caps at a discount
personal-finance
A rundown of the First Home Super Saver Scheme

A rundown of the First Home Super Saver Scheme

Here are the factors that decide whether the FHSSS will help you save for your first home
personal-finance
9 investing lessons I’ve learned from owning a business

9 investing lessons I’ve learned from owning a business

In 2016, I took the plunge: buying a 51-room motel in south-west Sydney. Since then, I've ridden the highs as well as the lowest of lows, and through it all I've learned important investing lessons from being at the coal face of a small business.
personal-finance
5 steps to achieve the life you want through investing

5 steps to achieve the life you want through investing

Lessons learned from life and not an investing textbook. 
personal-finance
Where to find investments with Buffett's favourite quality

Where to find investments with Buffett's favourite quality

Pricing power is often the hallmark of a fantastic business. While it is rare, there are certain places investors can be more hopeful of finding it.
personal-finance
Happy New Financial Year- here’s 7 steps to review your portfolio

Happy New Financial Year- here’s 7 steps to review your portfolio

Review your portfolio and position yourself for the future

Market valuation

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  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries7,959.70-0.41%
CAC 407,538.29-0.30%
DAX 4018,164.06-0.69%
Dow JONES (US)39,331.850.41%
FTSE 1008,121.20-0.56%
HKSE17,769.140.29%
NASDAQ18,028.760.84%
Nikkei 22540,074.691.12%
NZX 50 Index11,777.550.01%
S&P 5005,509.010.62%
S&P/ASX 2007,718.20-0.42%
SSE Composite Index2,997.010.08%
stocks
11 ASX dividend stocks for the next decade

11 ASX dividend stocks for the next decade

What are the best stocks to own that can pay regular dividends and beat indices on a total return basis in the long-term? Here is our list of 11 ASX-listed companies that could help investors achieve these goals.
stocks
16 ASX stocks to buy and hold forever

16 ASX stocks to buy and hold forever

In his recent shareholder letter, Warren Buffett mentions several stocks he expects Berkshire Hathaway will own indefinitely, including Occidental Petroleum. We look at ASX stocks that investors could buy and hold forever.
etfs
Morningstar’s verdict on the 3 most popular ETFs

Morningstar’s verdict on the 3 most popular ETFs

Our analysts’ takes on Australia’s largest ETFs. 
retirement
4 steps to calculate how much you need to retire

4 steps to calculate how much you need to retire

This step-by-step process can help you estimate the size of the portfolio needed to support your dream retirement.
retirement
The 4% rule explained

The 4% rule explained

The safe withdrawal rate is one of the most important components in retirement planning but many people don’t understand the basis of the rule. 
retirement
The three elements of a successful transition to retirement

The three elements of a successful transition to retirement

Transitioning to retirement can be a perilous time for investors. A plan helps and here is mine. 
personal-finance
Introducing our investing course: Foundations of financial independence

Introducing our investing course: Foundations of financial independence

An outline of the free course curriculum. 
personal-finance
Foundations of financial independence Module 1: How to invest successfully

Foundations of financial independence Module 1: How to invest successfully

Mark LaMonica, CFA runs through how to set up the frameworks for investing successfully, and how to think about risk. 
personal-finance
Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing

Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing

Shani Jayamanne outlines the foundations that you need to invest successfully for the long-term.