Morningstar’s best of 2025

Morning Star AU2025-12-22

We’ve reached the end of 2025 and it’s New Year’s Resolution season. It is a common misconception that this is the time that many people want to work on themselves and their financial well-being – ...

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What we’ve seen throughout 2025 is consistent engagement with investors that are looking to reach their financial goals and better the lives of themselves and their families. Providing resources to these investors to help them on their journey is the most gratifying part of the work that we do and embodies Morningstar’s mission to empower investor success.We are incredibly grateful for your continued support. Top articles of 20251. Avoiding the superannuation death taxHow to optimise tax savings on superannuation inheritance. 2. Future Focus: One of the most generous tax breaks in AustraliaBut only if people owning a home get it right.3. Young & Invested: Why ETFs might be setting you up to failDo high market valuations signal it’s time to change strategy?4. The revolt against Baby Boomer wealthJames Gruber looks at the factors behind the controversial super tax policy changes in 2025 and why more taxes on the wealthy are coming.5. Tax implications when investing in overseas shares and ETFsA significant factor that determines an investor’s total return outcome is tax. We outline some general rules for how tax may work with foreign investments.Top podcast episodes of 20251. 4 dividend ETFs for investorsThis episode of Investing Compass looks at how investors can pick a dividend ETF that suits them.2. How many holdings should you have in your portfolio?This episode of Investing Compass looks at diversification, and 2 mistakes to avoid with your portfolio.3. Lower returns ahead: Is the 60/40 portfolio dead?Mark and Shani talk about Blackrock’s view that the 60/40 portfolio is dead and what investors can do going forward.4. 6 life changing tipsMark and Shani go through six life changing tips that Shani recently delivered to high school students.5. Why delaying capital gains tax can boost your returnsThis episode looks at ways you can lower the impact of tax on your returns.Popular video insights1.Australia’s Super vs. USA’s 401k: Who Wins the Retirement Battle?Which country has the better retirement system? In this listener-requested episode, Mark and Shani break down the pros and cons of Australia’s super system vs America’s 401(k)s and IRAs. From tax benefits and compulsory contributions to fee structures and investor outcomes, this is a deep dive with some real takeaways.2.How Much Super Do You Really Need? Retiring comfortably in AustraliaThis video discusses why the super guarantee may not be enough, the ideal savings rate to replace 70% of your income, how asset allocation impacts your retirement outcome and how to build a simple retirement plan.3. Do you qualify as rich in Australia?Curious if you truly qualify as “rich,” or just aiming to grow your wealth? The ambiguous and wide ranging definitions of what it is to be rich shows the importance of setting goals. 4. Build a winning 3-ETF Portfolio in 2025Mark and Shani reveal a winning 3-ETF portfolio based on Morningstar research, covering global equities, Australian equities, and fixed income. If you’re looking for a low-cost, long-term strategy, this is the ultimate guide. 5. Can You Retire on Dividends Alone? 4% Rule vs Aussie DividendsCan you retire without ever selling your investments - just by living off dividends? In this video, Mark and Joseph discuss the classic 4% rule and whether a dividend income strategy could work better for Australian investors. From franking credits to dividend volatility and sequencing risk, they examine the trade-offs of relying on dividend income to fund retirement, and whether it really helps you sleep better at night. Subscribe to get Morningstar insights in your inboxInvest Your WayA message from Mark and ShaniFor the past five years, we have released a weekly podcast and written on morningstar.com.au 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. 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.If anyone would like to support this project you can buy the book at the below links. It is also available in Kindle and Audiobook versions. Thanks in advance!Purchase from AmazonPurchase from Booktopia","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2593517983","isCrawlerRequest":true}