MORNINGSTAR INVESTMENT MANAGEMENT AUSTRALIA LIMITED Litigation and court case watch
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Morningstar Investment Management Australia Limited (ACN 071808501) is an Australian public company registered in 1995. ASIC's company register lists it as registered as at November 2026.
Litigation and court cases: Morningstar Investment Management Australia Limited
Courts and tribunals record companies by their legal name. LitigationWatch looks for MORNINGSTAR INVESTMENT MANAGEMENT AUSTRALIA LIMITED (ACN 071 808 501) in matters before the High Court, the Federal Court, the Federal Circuit and Family Court, the Supreme, District, County, Local and Magistrates Courts of every state and territory, and tribunals such as the Fair Work Commission, the Administrative Review Tribunal and each state's civil and administrative tribunal.
When Morningstar Investment Management Australia Limited is named as a party, you get an email with the court, the case and what happened, such as a new filing or a hearing being listed, with a link to the court's record where one is available.
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This page does not list court cases. Nothing on it suggests that Morningstar Investment Management Australia Limited is or has been a party to legal proceedings.
Why watch Morningstar Investment Management Australia Limited for litigation
- Early warning of unpaid debts: a creditor's application to wind a company up is filed in court, often before any other public sign.
- Knowing who you deal with: suppliers, customers, landlords and lenders learn if a company they rely on sues or is sued.
- Due diligence: investors and buyers see new claims, class actions and regulator cases, including during a deal.
- Regulator action: cases brought by ASIC, the ACCC or the tax office can point to compliance problems.
- Your own group: claims are often filed against a subsidiary or trustee company, so watching each entity means none reaches you late.
Key facts
| Item | Recorded |
|---|---|
| Legal name | MORNINGSTAR INVESTMENT MANAGEMENT AUSTRALIA LIMITED |
| ACN | 071808501 |
| ABN | 54071808501 |
| Company type | Australian Public Company |
| Status (ASIC register, November 2026) | Registered |
| Status in the 2023 records | Registered |
| Class (ASIC register) | Limited by shares |
| Sub-class (ASIC register) | Unlisted public company |
| Former names | Ibbotson Associates Australia Limited and Intech Fiduciaries Limited |
| Current name since | 2016 |
| Registered | 1995 (about 28 years before these records) |
| Current directors | 4 |
| Current secretaries | 1 |
| Shareholders recorded | 0 |
| Ultimate holding company | Morningstar, Inc. |
| Former ultimate holding companies | Insignia Financial Ltd, Old Mutual Plc and Ibbotson Pty Ltd |
| Appointed auditor | Kpmg |
Associated parties
No other Australian companies are linked to Morningstar Investment Management Australia Limited by majority shareholdings in these records; its own records link it to 50 people.
Board changes by year
Between 1995 and 2022, records show 54 appointments and 49 recorded departures at Morningstar Investment Management Australia Limited. The busiest year was 2009, with 25 changes.
| Year | Appointed | Left |
|---|---|---|
| 2022 | 2 | 2 |
| 2017 | 1 | 1 |
| 2016 | 1 | 1 |
| 2015 | 1 | 3 |
| 2014 | 1 | 0 |
| 2013 | 1 | 1 |
| 2012 | 3 | 2 |
| 2010 | 4 | 2 |
| 2009 | 11 | 14 |
| 2008 | 3 | 5 |
| 2007 | 2 | 1 |
| 2006 | 5 | 4 |
| 2005 | 0 | 2 |
| 2004 | 1 | 0 |
| 2003 | 5 | 4 |
Companies that share officeholders with Morningstar Investment Management Australia Limited
People on the board of Morningstar Investment Management Australia Limited also hold roles at 586 other companies. Those with the most shared officeholders are listed below.
| Company |
|---|
| Ibbotson Pty Ltd Litigation alerts: hidden Watch |
| Morningstar Australasia Pty Limited Litigation alerts: hidden Watch |
| Ioof Life Pty Ltd Litigation alerts: hidden Watch |
| Insignia Financial Ltd Litigation alerts: hidden Watch |
| I.O.O.F. Investment Management Limited Litigation alerts: hidden Watch |
| Australian Unity Life Bonds Pty Ltd Litigation alerts: hidden Watch |
| Australian Wealth Management Limited Litigation alerts: hidden Watch |
| Perennial Investment Partners Limited Litigation alerts: hidden Watch |
| Ioof Services Pty Ltd Litigation alerts: hidden Watch |
| Australian Executor Trustees Limited Litigation alerts: hidden Watch |
Watching Morningstar Investment Management Australia Limited for litigation
Is Morningstar Investment Management Australia Limited involved in a court case?
This page doesn't show court cases. Court and tribunal lists change every day, so the reliable way to know is to watch Morningstar Investment Management Australia Limited: LitigationWatch checks every day and emails you as soon as it is named in a case.
How do I get alerts about Morningstar Investment Management Australia Limited?
Choose Watch for litigation, pick a plan and confirm. Morningstar Investment Management Australia Limited is added to your watchlist with its ACN and is included in the next daily check.
Which courts and tribunals are checked?
Courts and tribunals across every Australian jurisdiction: federal, state and territory. See coverage for details.
How much does it cost?
Standard is US$9 a month for up to 20 companies, and Pro is US$29 a month for up to 100. Cancel any time. Compare plans.