Retirement News

Investors may need a shift in mindset as retirement approaches but there are ways to structure a portfolio to improve retirement outcomes.

SMSF trustees need to ensure they value their assets at least annually and that those valuations are fair and reasonable, based on objective and supportable data. The ATO is particularly concerned with unlisted assets such as real estate.

Insights from US-based scientist, John Medina, who specialises in human brain development and the genetics of psychiatric disorders.

Retirement can last more than 30 years, necessitating thoughtful planning. Many miss workplace friendships, identity, status, expertise, and routine, but these can be replaced with renewed activities and purpose.

We're nearing the end of the financial year and it's time for SMSFs and other super funds to make the most of the strategies available to them. Here's a 24-point checklist of the most important issues to address.

Why do people have trouble shifting from a saving to spending mindset in retirement? Researchers have plenty of theories though can't identify an exact cause, nevertheless there are things that can enable the shift.

A six-week break from work brings insights into retirement and life.

There seems to be more confusion than clarity about the mechanics of how the new $3 million super tax is supposed to work. Here is an attempt to answer some of the questions from my previous work on the issue.

A recent Rainmaker study concludes that the best time to start taking super seriously is in your mid-thirties. I don't agree.