Morningstar Investor users sign in here.

Retirement News

retirement
Morningstar Q3 superannuation survey
We explore 404 super options in our third quarter report. 
retirement

How to address risks facing retirees

Some of the primary risks associated with retirement can be solved with annuities but they remain unpopular with investors.
retirement

Why it’s important to retire with purpose

Retirement isn’t the freedom from work, but the freedom to do your life’s work.
retirement

We need to talk about your retirement ‘spending’

Big inheritances can be a sign of underconsumption and suboptimal planning.
retirement

18 rules for ageing well

The rules to age successfully include, 'the unexamined life lasts longer', 'change no more than one-eighth of your life at a time', 'nobody is thinking about you', and 'pursue virtue but don’t sweat it'.
retirement

Are you ready for retirement?

A four step checklist to get ready for retirement. 
retirement

4 steps to calculate how much you need to retire

This step-by-step process can help you estimate the size of the portfolio needed to support your dream retirement.
retirement

Boomers and their children unprepared for $3.5 trillion wealth transfer

A new report suggests most Australians want to share their wealth with the next generation but are unsure of the best ways to do it.
retirement

SMSFs, negative earnings and the $3m tax on super

There’s no good news in the draft legislation for 'Division 296 tax', the new name for the tax on super over $3 million. These worked examples show the flaw in taxing unrealised gains. And stop calling it a 30% tax.
retirement

How much does it really cost to run an SMSF?

Guidance from ASIC previously stated that balances above $500,000 allowed the flat fee administration to make sense. Research now calls for a revision of this threshold to balances over $200,000. 
retirement

Are you paying tax due to not starting a super pension?

Pension payments in super after the age of 60 are tax free and anyone over 65 can switch their super into a pension account even if they do not change their employment. Why do so many continue paying 15% tax?
retirement

The top shares of Australia’s best performing super funds

And our equity analysts’ outlook for the stocks.
retirement

Which shares and funds do SMSFs invest in?

SMSFs offer unlimited investment flexibility and most trustees make their own decisions but the majority of investments fall into five categories. There remains a strong home bias despite global opportunities.
retirement

New tax gives incentive to move money out of super

The new super tax is a heavy surcharge on long-term investments because most of the gains from growth assets come from value gains which are mainly due to inflation.
retirement

How the 30% super tax will hit balances over $3 million

It’s a better solution than forcing assets out of super or imposing personal marginal tax rates. But perhaps the bigger question is, what else is to come?
retirement

Should you only invest in shares in retirement?

The risks and opportunities of a portfolio heavily weighted to shares in retirement.
of 16
Viewing 1 to 16 of 241