Investing Compass

Morningstar Australia

Investing compass is brought to you by Morningstar Australia. We’ll run through the fundamentals of investing, taking a deep dive of concepts and offer practical explanations, tools and resources that will allow you to invest confidently. The information contained in this podcast is general in nature, it does not take into consideration your personal objectives, financial situation or needs.

Hosted on Acast. See acast.com/privacy for more information.

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28 episodes
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Avg 16 min
English

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S7 · E45
Saturday · 16 min
3 ETFs for Aussie equity exposure
We run through 3 Australian equity ETFs with different weighting strategies - market capitalisation, equal weighted and fundamental weighting. Each choice not only reflects a different exposure, but investment strategies that will result in markedly disparate outcomes over the long term. You can find the article here. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar. We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. The book is available below. It is also available in Audiobook format from most sellers. Purchase from Amazon or Purchase from Booktopia To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Audio Producer and mixer: William Ton. Terms and Conditions for Invest Your Way competition Entries open at 06:00 on 17 October 2026, and close at 11:59pm on 9 November 2026. To enter, you must provide proof of purchase of the book ‘Invest Your Way’ by Mark LaMonica and Shani Jayamanne and proof of a book review. This is to be emailed to mark.lamonica1@morningstar.com to enter the competition. The prize is a choice of one $300 VISA Gift Card, to be sent virtually, or a choice of lunch or dinner with Mark LaMonica and Shani Jayamanne at a restaurant of their choosing in Sydney, up to $150 for the individual winner. Morningstar will not be liable for any travel costs incurred to attend the lunch or dinner if this option is chosen. Morningstar Director, Investment Specialist Shani Jayamanne will randomly select one winner on 10 November 2026. The winner will be notified by email address by 11:59PM, 10 November 2026 and must reply via email within 7 calendar days to claim their prize. A mobile number is needed to receive the gift card if this option is chosen. Failure to respond to the notification within 7 calendar days of the notification being sent will result in the prize being offered a second, randomly selected entrant by the Promoter on the date of selection. This process may be repeated as often as necessary until the prize is claimed. This competition is being conducted by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544) (“Morningstar”), Level 3, International Tower 1, 100 Barangaroo Avenue, Barangaroo, NSW 2000, Australia. The VISA Gift Card prize is not transferrable and non-redeemable for cash. The lunch or dinner prize is not transferrable and non-redeemable for cash. You must be 18 years or older to enter. This competition is open to Australian residents only. Your privacy is important to us, read more at https://www.morningstar.com/company/privacy-center/privacy-policy/au. Hosted on Acast. See acast.com/privacy for more information.
S7 · E44
October 31 · 17 min
Avoid unnecessary CGT with this estate planning clause
A right to reside can give a surviving partner and children security and a clear plan. It can also have important tax implications. You can find the full article here. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar. We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. The book is available below. It is also available in Audiobook format from most sellers. Purchase from Amazon or Purchase from Booktopia To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Audio Producer and mixer: William Ton. Terms and Conditions for Invest Your Way competition Entries open at 06:00 on 17 October 2026, and close at 11:59pm on 9 November 2026. To enter, you must provide proof of purchase of the book ‘Invest Your Way’ by Mark LaMonica and Shani Jayamanne and proof of a book review. This is to be emailed to mark.lamonica1@morningstar.com to enter the competition. The prize is a choice of one $300 VISA Gift Card, to be sent virtually, or a choice of lunch or dinner with Mark LaMonica and Shani Jayamanne at a restaurant of their choosing in Sydney, up to $150 for the individual winner. Morningstar will not be liable for any travel costs incurred to attend the lunch or dinner if this option is chosen. Morningstar Director, Investment Specialist Shani Jayamanne will randomly select one winner on 10 November 2026. The winner will be notified by email address by 11:59PM, 10 November 2026 and must reply via email within 7 calendar days to claim their prize. A mobile number is needed to receive the gift card if this option is chosen. Failure to respond to the notification within 7 calendar days of the notification being sent will result in the prize being offered a second, randomly selected entrant by the Promoter on the date of selection. This process may be repeated as often as necessary until the prize is claimed. This competition is being conducted by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544) (“Morningstar”), Level 3, International Tower 1, 100 Barangaroo Avenue, Barangaroo, NSW 2000, Australia. The VISA Gift Card prize is not transferrable and non-redeemable for cash. The lunch or dinner prize is not transferrable and non-redeemable for cash. You must be 18 years or older to enter. This competition is open to Australian residents only. Your privacy is important to us, read more at https://www.morningstar.com/company/privacy-center/privacy-policy/au. Hosted on Acast. See acast.com/privacy for more information.
S7 · E43
October 24 · 18 min
How did your portfolio perform vs. other Aussies?
We run through the results of the State of the Australian Investor - an analysis of 7.5 million trades, 90,000 investors' portfolios and a survey of 1,500 investors. You can find the PDF version of the report here, or the article here. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar. We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. The book is available below. It is also available in Audiobook format from most sellers. Purchase from Amazon or Purchase from Booktopia To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Audio Producer and mixer: William Ton. Terms and Conditions for Invest Your Way competition Entries open at 06:00 on 17 October 2026, and close at 11:59pm on 9 November 2026. To enter, you must provide proof of purchase of the book ‘Invest Your Way’ by Mark LaMonica and Shani Jayamanne and proof of a book review. This is to be emailed to mark.lamonica1@morningstar.com to enter the competition. The prize is a choice of one $300 VISA Gift Card, to be sent virtually, or a choice of lunch or dinner with Mark LaMonica and Shani Jayamanne at a restaurant of their choosing in Sydney, up to $150 for the individual winner. Morningstar will not be liable for any travel costs incurred to attend the lunch or dinner if this option is chosen. Morningstar Director, Investment Specialist Shani Jayamanne will randomly select one winner on 10 November 2026. The winner will be notified by email address by 11:59PM, 10 November 2026 and must reply via email within 7 calendar days to claim their prize. A mobile number is needed to receive the gift card if this option is chosen. Failure to respond to the notification within 7 calendar days of the notification being sent will result in the prize being offered a second, randomly selected entrant by the Promoter on the date of selection. This process may be repeated as often as necessary until the prize is claimed. This competition is being conducted by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544) (“Morningstar”), Level 3, International Tower 1, 100 Barangaroo Avenue, Barangaroo, NSW 2000, Australia. The VISA Gift Card prize is not transferrable and non-redeemable for cash. The lunch or dinner prize is not transferrable and non-redeemable for cash. You must be 18 years or older to enter. This competition is open to Australian residents only. Your privacy is important to us, read more at https://www.morningstar.com/company/privacy-center/privacy-policy/au. Hosted on Acast. See acast.com/privacy for more information.
S7 · E42
October 17 · 18 min
We answer your questions
To celebrate the one year anniversary of Invest Your Way, we answer your questions. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar. We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. The book is available below. It is also available in Audiobook format from most sellers. Purchase from Amazon or Purchase from Booktopia To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Audio Producer and mixer: William Ton. Terms and Conditions for Invest Your Way competition Entries open at 06:00 on 17 October 2026, and close at 11:59pm on 9 November 2026. To enter, you must provide proof of purchase of the book ‘Invest Your Way’ by Mark LaMonica and Shani Jayamanne and proof of a book review. This is to be emailed to mark.lamonica1@morningstar.com to enter the competition. The prize is a choice of one $300 VISA Gift Card, to be sent virtually, or a choice of lunch or dinner with Mark LaMonica and Shani Jayamanne at a restaurant of their choosing in Sydney, up to $150 for the individual winner. Morningstar will not be liable for any travel costs incurred to attend the lunch or dinner if this option is chosen. Morningstar Director, Investment Specialist Shani Jayamanne will randomly select one winner on 10 November 2026. The winner will be notified by email address by 11:59PM, 10 November 2026 and must reply via email within 7 calendar days to claim their prize. A mobile number is needed to receive the gift card if this option is chosen. Failure to respond to the notification within 7 calendar days of the notification being sent will result in the prize being offered a second, randomly selected entrant by the Promoter on the date of selection. This process may be repeated as often as necessary until the prize is claimed. This competition is being conducted by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544) (“Morningstar”), Level 3, International Tower 1, 100 Barangaroo Avenue, Barangaroo, NSW 2000, Australia. The VISA Gift Card prize is not transferrable and non-redeemable for cash. The lunch or dinner prize is not transferrable and non-redeemable for cash. You must be 18 years or older to enter. This competition is open to Australian residents only. Your privacy is important to us, read more at https://www.morningstar.com/company/privacy-center/privacy-policy/au. Hosted on Acast. See acast.com/privacy for more information.
S7 · E41
October 10 · 16 min
Why Mark still chooses income investing despite its trade-offs.
There is no perfect investment strategy. Every choice comes with trade-offs and understanding them can be just as important as understanding the potential returns.Shani and Mark explore the trade-offs investors face when choosing between income, growth and different investment strategies. You can find the full article here. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar. We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. The book is now available! It is also available in Audiobook format from most sellers. Purchase from Amazon or Purchase from Booktopia To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.
S7 · E40
October 3 · 14 min
The 24 year old who borrowed billions to bet on AI
What happens when a 24-year-old with no investing experience raises billions of dollars, borrows even more and makes concentrated bets on the future of AI? In this episode, Mark and Shani unpack the extraordinary story of Leopold Aschenbrenner and his hedge fund, Situational Awareness. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar. We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. The book is now available! It is also available in Audiobook format from most sellers. Purchase from Amazon or Purchase from Booktopia To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.
S7 · E39
September 26 · 14 min
The Concorde Fallacy: Why investors hold on to bad investments
Why do investors sell investments that have gone up while holding onto investments that have fallen? Shani and Mark explore the psychology of loss aversion and how it can lead investors into two very different but equally costly mistakes. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar. We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. The book is now available! It is also available in Audiobook format from most sellers. Purchase from Amazon or Purchase from Booktopia To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.
S7 · E38
September 19 · 11 min
The tax trap: Why hating taxes could hurt your investment returns
Tax changes can have a big impact on investors, but what happens when the desire to minimise tax starts driving investment decisions? Shani and Mark look at the latest ETF flow data and what it might tell us about how investors are responding to Australia’s recent CGT changes. Record ETF inflows in July included a significant amount flowing into fixed interest and income ETFs - are investors changing their portfolios because of their investment goals, or because they are trying to avoid higher taxes? Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar. We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. The book is now available! It is also available in Audiobook format from most sellers. Purchase from Amazon or Purchase from Booktopia To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.
S7 · E37
September 12 · 16 min
How does your wealth stack up against other Aussies?
We compare where Aussies are for traditional measures of wealth like net worth, income, savings rates and debt. Then, we compare it to the measures you should actually pay attention to. You can find the article here. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar. We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. The book is now available! It is also available in Audiobook format from most sellers. Purchase from Amazon or Purchase from Booktopia To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.
S7 · E36
September 5 · 12 min
The investing rule that explains the next market crash
We run through game theory - and how investors may underappreciate the impact of expectations on investment and market performance. You can find the full article here. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar. We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. The book is now available! It is also available in Audiobook format from most sellers. Purchase from Amazon or Purchase from Booktopia To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.
S7 · E35
August 29 · 10 min
The investment that shields you from the new tax changes
We explore investment bonds - what they are, their tax advantages and the investors they may suit. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar. We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. The book is now available! It is also available in Audiobook format from most sellers. Purchase from Amazon or Purchase from Booktopia To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.
S7 · E34
August 22 · 13 min
4 financial ratios every investor should know
Use these ratios to understand risk in your portfolio when you're conducting reviews. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar. We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. The book is now available! It is also available in Audiobook format from most sellers. Purchase from Amazon or Purchase from Booktopia To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.
S7 · E33
August 15 · 17 min
Why a 'cheap' ETF may not actually be cheap
We take a look at what you pay for for your ETF, how not-for-profit (such as Industry Super) should not be taken at face value as 'cheapest', and what higher fees actually cost you. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar. We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. The book is now available! It is also available in Audiobook format from most sellers. Purchase from Amazon or Purchase from Booktopia To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.
S7 · E32
August 8 · 22 min
Our favourite income ETF
With new tax changes getting investors interested in income investments and ETFs for tax efficiency, we combine both and talk about income ETFs. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar. We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. The book is now available! It is also available in Audiobook format from most sellers. Purchase from Amazon or Purchase from Booktopia To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.
S7 · E31
August 1 · 15 min
The wealth building playbook has changed - have you adjusted?
Are you following the old playbook to changing wealth? The environment has changed, so your assumptions should too. You can find the full article here. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar. We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. The book is now available! It is also available in Audiobook format from most sellers. Purchase from Amazon or Purchase from Booktopia To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.
S7 · E30
July 25 · 16 min
Geared ETFs
Gearing has been in the headlines after the latest tax changes. Mark and Shani run through gearing for equity investments - what it is, the ways it is done, how it works and who it is for. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar. We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. The book is now available! It is also available in Audiobook format from most sellers. Purchase from Amazon or Purchase from Booktopia To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.
S7 · E29
July 18 · 18 min
What would happen if your income stopped tomorrow?
Have you got a plan if your income stopped tomorrow? Shani runs through hers. You can find the full article here. You can find the article for the order to liquidate assets here. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar. We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. The book is now available! It is also available in Audiobook format from most sellers. Purchase from Amazon or Purchase from Booktopia To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.
S7 · E28
July 11 · 15 min
New tax changes: Pay off mortgage or invest?
Given the new tax changes with capital gains, hurdle rates have changed and the attractiveness of investing vs paying off your mortgage has shifted. We run through how to work out what your hurdle rate is depending on your tax rate and mortgage circumstances. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar. We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. The book is now available! It is also available in Audiobook format from most sellers. Purchase from Amazon or Purchase from Booktopia To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.
S7 · E27
July 4 · 17 min
Best Global ETF
The most popular international equity ETFs in Australia are all starkly different. Which one is right for you and your goals? You can view the full article here. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar. We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. The book is now available! It is also available in Audiobook format from most sellers. Purchase from Amazon or Purchase from Booktopia To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.
S7 · E26
June 27 · 11 min
Minimise tax through a will
Australia does not have an inheritance tax, but you can optimise your situation through your will to minimise overall tax paid. We lean on insights from estate planning expert Abbey John on how to structure efficiently. You can find the full article here. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here. Get 50% off your first two months of PocketSmith’s Foundation or Flourish plans here. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar. We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications. The book is now available! It is also available in Audiobook format from most sellers. Purchase from Amazon or Purchase from Booktopia To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

Showing 1–20 of 28 episodes