HeyJaredInvesting 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.
- Indexed episodes, last 90 days
- 12
- Latest publication
- Sep 19, 2026
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- Checking…
- Earliest in this view
- Jul 4, 2026
Latest episodes
The tax trap: Why hating taxes could hurt your investment returns (opens the original)
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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 t
How does your wealth stack up against other Aussies? (opens the original)
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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 i
The investing rule that explains the next market crash (opens the original)
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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 w
The investment that shields you from the new tax changes (opens the original)
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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
4 financial ratios every investor should know (opens the original)
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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 j
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