Retirement News

retirement
Unconventional wisdom: The state of retirement in the midst of the super tax fight
The DIV 296 tax proposal is a good opportunity to review the retirement system in Australia.
Unconventional wisdom: The state of retirement in the midst of the super tax fight
Unconventional wisdom: The state of retirement in the midst of the super tax fight
retirement
The top shares of Australia’s best performing super funds

The top shares of Australia’s best performing super funds

And our equity analysts’ outlook for the stocks.
retirement
Are you neglecting the non-financial aspects of retirement planning?

Are you neglecting the non-financial aspects of retirement planning?

Retirement doesn’t always feel like the perpetual holiday that we imagine it will be. These tips can help.
retirement
Answering your questions about retirement

Answering your questions about retirement

The Morningstar community has the following questions about planning for retirement. Here are my thoughts. 
retirement
Is the government spending too much on older people?

Is the government spending too much on older people?

A new paper from ANU measures how the tax and transfer system is redistributing income.
retirement
Super funds have performed well, but were they late to the party?

Super funds have performed well, but were they late to the party?

Have big super funds piled into alternative assets and the ‘Magnificent Seven’ stocks at the wrong time? With sentiment souring on private equity and US tech, we may be about to find out.
retirement
Cage fight: US & Australian retirement systems

Cage fight: US & Australian retirement systems

This week’s episode of Investing Compass explores which country has the better retirement system.
retirement
What returns do you need for a comfortable retirement?

What returns do you need for a comfortable retirement?

The math behind your retirement outcomes. 
retirement
UniSuper cutting US exposure

UniSuper cutting US exposure

Trump’s tariffs alter CIO John Pearce’s world view.
retirement
Is this a safe way to get higher returns in retirement?

Is this a safe way to get higher returns in retirement?

Conventional wisdom tells retirees to seek safety with a conservative asset allocation in retirement. Is there a better way?
retirement
What if you don’t have enough to retire?

What if you don’t have enough to retire?

4 steps to stretch your retirement savings. 
retirement
Meg on SMSFs: Tips for the last member standing

Meg on SMSFs: Tips for the last member standing

It’s common for people as they age to seek more help in running their SMSF if their capacity declines. An alternate director may be a great solution for someone just planning for short-term help in the meantime.
retirement
Work out the probability of running out of money in retirement

Work out the probability of running out of money in retirement

This episode of Investing Compass looks at retirement Monte Carlo simulations.
retirement
10 principles for staying vital, happy and sharp as you age

10 principles for staying vital, happy and sharp as you age

Insights from US-based scientist, John Medina, who specialises in human brain development and the genetics of psychiatric disorders.
retirement
Are we being ripped off by super?

Are we being ripped off by super?

I admire a good deal about super but there is room for improvement. 
retirement
Morningstar Superannuation Survey

Morningstar Superannuation Survey

Ranking 341 super options.
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Viewing 1 to 16 of 342