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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 reso...
After more than a decade where US technology stocks dominated global markets, late 2025 and early 2026 saw signs of a rotation. Less glamoro...
Investors are often told that success comes from optimisation: lower fees, better tax outcomes, and the highest possible expected returns. I...
Helping family members financially is common. Parents may contribute to a house deposit, grandparents might support education costs, or rela...
Australia’s financial system - through tax policy, superannuation and retirement benchmarks implicitly assume that retirees own their own ho...
The financial services industry tends to focus on how important it is to get started as early as possible. Starting to invest in your 20s pr...
The issue with investing in broad market index products is that you are anything but a passive investor. Owning the market does not mean tha...
Mark and Shani discuss the lessons that investors can take from the GFC. Would you like more free insights from Mark, Shani and the rest of...
Mark and Shani discuss the lessons that investors can take from the GFC. Would you like more free insights from Mark, Shani and the rest of...
Morgan Housel's book Same As Ever has got Mark thinking - he runs through three underappreciated benefits of cash. You can find the full art...
Mark and Shani runs through what it would take for the typical Aussie to replace their salary with passive income. You can find the full art...
Mark runs through how he decided to change his super and what he changed it to. You can find the full article here. Would you like more free...
Mr. Taxman, Adrian Raftery, listed 101 tax rules - Mark and Shani run through the ones that jumped out at Shani when she read the book. You...
In this guest episode, we have James Gruber, Editor at Firstlinks. He has a debate with dividend lover Mark, about why he doesn't like divid...
No one wants to think about what happens after you die, but a few steps can save your family a lot of pain at an already difficult time in t...
Droneshield has had a meteoric rise - and fall. We take a look at the back story - what the company does, what impacted the share price and...
We take a look at the market going into 2026, and how investors should think about the year ahead. A message from Mark and Shani For the pas...
In this guest episode, we host Shamir Popat, Senior Analyst, Manager Research, at Morningstar. He runs through his report and findings on wh...
We take a look at the top episodes of 2025. In this episode, we take a deep dive into dividend ETFs and how investors can pick one that suit...
We take a look at the top episodes of 2025. In this episode, Mark and Shani take a look at a quirk to one of the most generous tax concessio...
We look back at the top episodes of 2025. In a listener-requested episode, we look at the pros and cons of the US and Australian retirement...
We take a look at our top episodes of 2025. In this episode, we look at the ETFs that would go into a 3 ETF portfolio, using Morningstar's M...
Maximisers spend a lot of time researching and thinking about the best choice to make. Satisficers settle for the best option that they can...
It's our annual Christmas gifts episode! We run through some gifts that you can give to your favourite investor, and we take part in our ann...
In our guest episode today, we host Matt Wacher, Chief Investment Officer, APAC at Morningstar Investment Management (MIM). We run through w...
Shani and Mark speak about offset accounts. There are smart ways to take advantage of your offset account, but balance is the key. You can f...
Mark and Shani speak about the predatory companies encouraging you to pillage your retirement savings, and the methods that they are using t...
Lochlan Halloway, Market Strategist at Morningstar, joins us for a guest episode today. He talks about whether we're in a bubble now, what i...
The Global Financial Literacy Excellence Centre (GFLEC) at Stanford University has created a three question financial literacy quiz that has...
Buying a home is a financial goal for many of us. Mark and Shani go through the questions you need to ask yourself to get clear on whether i...
In this episode, we're joined by Bianca Rose, Senior Portfolio Manager at Morningstar Investment Management. Nobody has a crystal ball, but...
In this episode, Mark and Shani run through 6 life changing tips that Shani delivered to high school students during a financial literacy co...
In this episode, we discuss some key lessons for investors from Morgan Housel's book, Same As Ever. A message from Mark and Shani For the pa...
In a listener requested episode, we look at investing and balancing goals outside of super. A message from Mark and Shani For the past five...
There are some obvious red flags that investors intuitively know to steer clear of—high fees, low liquidity, poor performance. Mark and Shan...
SMSFs (Self-Managed Super Funds) are increasing in popularity. SMSFs provide a lot of great features. They allow investors to access the inv...
The largest asset manager in the world, Blackrock has declared that the 60/40 portfolio should be rethought. They also believe that a 70/30...
Two years ago Mark purchased CSL. The share has not done well in that period. Mark goes through his thoughts on CSL, whether it still meets...
Can you lower your tax burden with a trust? Tax is a large detractor from your total return, can this structure help? Mark and Shani discuss...
Is an unrealistic portrayal of investing success holding you back? Mark and Shani talk through their investing journey and their realisation...
Financial advisers are investing in droves in Separately Managed Accounts, or SMAs. We take a look at the benefits of this investment produc...
Many investors are wary after the collapse of First Guardian. What are the steps that you can take to make sure that your super is safe? A m...
We take a look at how much franking credits adds to an investor's returns, and whether the obsession with the tax credits is justified. A me...
We run through why dividends are valuable for investors, and a valuation technique for shares that investors are usually quick to dismiss. A...
This episode of Investing Compass reviews the Australian superannuation system. For each aspect of the retirement system, Mark gives it a gr...
Some investors focus on what the markets are doing each day to understand how their portfolio is going to perform. In this episode, we run t...
This week, Mark and Shani take a look at a quirk to one of the most generous tax concessions that we have in Australia, the CGT exemption fo...
This week's podcast focuses on traditional metrics for understanding whether you're wealthy, and whether there are better ways to assess you...
In this episode, we dive into private assets. What they are, their history, the risks and benefits and whether they suit investors. In this...
In this listener requested episode, we look at the difference between Dividend Reinvestment Plans (DRPs) and Dividend Substitution Share Pla...
This episode goes through the steps to successfully monitor your portfolio. For successful investors, your job doesn’t end when you hit ‘buy...