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Investing Compass
Morningstar Australia
288 episodes
2 days ago
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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Investing
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All content for Investing Compass is the property of Morningstar Australia and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.

Show more...
Investing
Business
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Is there a better option than an SMSF?
Investing Compass
13 minutes 21 seconds
2 months ago
Is there a better option than an SMSF?

SMSFs (Self-Managed Super Funds) are increasing in popularity. SMSFs provide a lot of great features. They allow investors to access the investments they want, and in the proportion they’d like to. They allow a level of customisation to invest in asset classes that aren’t available through traditional superfunds. The popularity of SMSFs with investors – particularly investors with high balances – has caused the industry to innovate to provide another option. In this episode, Mark and Shani discuss Direct Investment options that may offer a happy middle ground for investors who want control of their portfolio, but not the headache of portfolio administration. 

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 currently in presale which is an important time to build momentum. If anyone would like to support this project you can buy the book now. Thanks in advance!

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.

Investing Compass
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.