Investing Compass

Morningstar Australia
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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 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.

  1. 2 DAYS AGO

    [BEST OF 2025] One of the most generous tax breaks in Australia

    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 concessions that we have in Australia, the CGT exemption for your home. The CGT exemption also allows for you to rent out your property for a number of years, and still claim the CGT-exempt status. We take a deep dive into the tax policy, the circumstances that it suits and the situations to avoid that would make homeowners pay more tax than they need to.  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.

    16 min

  2. 27/12/2025

    [BEST OF 2025] Cage fight: US & Australian retirement systems

    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 systems. 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.

    24 min

  3. 20/12/2025

    [BEST OF 2025] 3 ETF portfolio in 2025

    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 Manager Research Medalist ratings. 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.

    24 min

  4. 13/12/2025

    Are you a maximiser or a satisficer?

    Maximisers spend a lot of time researching and thinking about the best choice to make. Satisficers settle for the best option that they can see with modest criteria. Mark and Shani run through how to determine what type of investor you are and what this means for you. You can find Christine's article, 'The case for a 'good enough' portfolio' 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.

    10 min

  5. 06/12/2025

    Christmas gifts for investors 2025

    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 annual tradition of getting each other a gift. 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.

    21 min

  6. 29/11/2025

    Where a CIO sees market opportunities

    In our guest episode today, we host Matt Wacher, Chief Investment Officer, APAC at Morningstar Investment Management (MIM). We run through where MIM sees opportunities, what they consider overvalued and how investors should approach markets. 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.

    19 min

  7. 22/11/2025

    Tax free earnings Aussies are taking advantage of

    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 find the full article 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.

    18 min

  8. 15/11/2025

    A fatal error with super

    Mark and Shani speak about the predatory companies encouraging you to pillage your retirement savings, and the methods that they are using to do this. You can find the full article 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.

    21 min
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Trailer

About

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.

Information

  • Creator
    Morningstar Australia
  • Years Active
    2020 - 2026
  • Episodes
    295
  • Rating
    Clean
  • Copyright
    © 2022 Morningstar Australia
  • Show Website
    Investing Compass

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