Making the most out of your Morningstar subscription

Join one of our webinars to see what best practice looks like
We run a variety of live training webinars. These sessions are designed and delivered by our Customer Success & Engagement team exclusively for Morningstar subscribers. There are also several research or practice management related sessions and events that are suitable for all subscribers.

Our webinars

AdviserLogic Training Webinars
Adviser Research Centre Webinars
General Practice Management

AdviserLogic Training
Holistic Cashflow - Case study series
Session 5 Property & Trusts
Presented by Dean Mu & Kris Cameron
This practical mini-series on Holistic cashflow covers all the features you'll need to know in our multi-entity modelling tool.

  • Session 1 – Investments & Superannuation rollover
  • Session 2 – Super consolidation and pension refresh
  • Session 3 – SMSFs & purchasing investment property
  • Session 4 – Trusts & companies
  • Session 5 – Property & trusts
Join us for the 5th instalment in our holistic cashflow webinar series - purchasing property within a trust structure.

We’ll walk through a practical case study that shows how trust-based property purchases can be seamlessly integrated into your clients’ broader financial picture. You’ll see how the tool models cashflow impacts, tax considerations, and long-term outcomes with clarity and precision.

Whether you're already using the holistic cashflow tool or just getting started, this session will give you valuable insights and tips to elevate your advice.

To view any of the previous sessions, search for "holistic" on the Catalog tab in Academy.
Tuesday 24 April | 12:30p.m. - 1:00p.m. (Sydney Time)

AdviserLogic Training
Current AdviserLogic Roadmap
Updated June 2025
This is our current AdviserLogic roadmap. It is updated throughout the year and we also have a webinar related to major updates most quarters.

In this session, we highlighted our latest releases including Ava - your AdviserLogic virtual assistant. We also introduced the new Digital Fact Finder which will be available later in the year.

PayLogic Training
A 5-Step Guide to Seamless Payouts
Presented by Apoorva Srivastava
Join us for a concise yet thorough guide to effortlessly managing payouts with PayLogic.

This webinar is ideal for anyone new to PayLogic or interested in exploring how Morningstar's revenue solution seamlessly integrates with AdviserLogic.

  1. Sorting the bank statement
  2. Uploading the statements
  3. Mapping the Adviser
  4. Reconciling the data (Through Audit Reports)
  5. Processing the Payout

AdviserLogic Training
Advice Production Tip & Tricks
Presented by Kris Cameron
This is the fifth instalment in our Advice Production Tips & Tricks webinar series. In this session, we’ll recap topics from previous webinars to help you easily locate and revisit that content as needed. Think of this session as a practical companion to the earlier episodes on digital advice.

We will cover:

  • A quick recap of previous webinars for easy reference
  • End-to-end advice process: data entry, modelling, research, and SOA creation
  • How to link super and insurance research into digital advice scenarios
  • Recent updates including super recontribution and withdrawal features
  • Linking holistic, multi-entity cashflow models to digital advice documents
Tuesday 17 June | 12:30p.m. - 1p.m. (Sydney Time)
Adviser Research Centre Training
Tips & Tricks to get the best out of Adviser Research Centre
Presented by Kris Cameron & Jay Shan
Join us to discover some of the innovative features of Adviser Research Centre that you might have missed. We’ll share handy tips and tricks to help you make the most of ARC’s potential for your team and your practice.

We look at:
  • Top tips to help you Search and some great finds like the assets gameboard, money weekly article, stock pitches and more!
  • Methodologies - enhancements coming to the Morningstar Medalist Rating for Funds
  • Understanding the Fund Screener (inc ESG)
  • Shares event calendar and watchlists
Wednesday 9 October | 12:30 p.m. - 1 p.m. (Sydney Time)
Adviser Research Centre Training
Navigating ETFs in Adviser Research Centre
Presented by Jay Shan & Kris Cameron
Join us as we deep dive into the secret life of Exchange-Traded Funds (ETFs) in Adviser Research Centre.

We will cover:

  • Using the ETF screener
  • Comparing ETFs
  • ETF ratings (Medalist rating, Morningstar rating, Morningstar fundamentals and Sustainability ratings)
  • Understanding the comparable view
Wednesday 4 December | 12:30 p.m. - 1 p.m. (Sydney Time)


Adviser Research Centre Training
Mastering reporting and unlocking LICs
Presented by Jay Shan
Join us for an engaging 30-minute webinar tailored for advisers keen on enhancing their expertise. This session will explore the robust reporting capabilities within Adviser Research Centre (ARC), offering insights on harnessing its full potential to streamline data analysis and decision-making processes.

Additionally, gain a concise understanding of Listed Investment Companies (LICs)—their structure, benefits, and role in investment strategies. This brief yet informative session is perfectly designed to fit into your schedule while delivering actionable insights.
Wednesday 7 May | 12:30 p.m. - 1 p.m. (Sydney Time)

 
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