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FINANCIAL PLANNING News & Analysis

Financial advice review: what it means for investors
Video
Financial advice review: what it means for investors
A landmark report into the financial planning industry has been released. Morningstar's Mark LaMonica breaks down what it means for investors.
Mark LaMonica, CFA | 12 February 2023
Why financial advice is so expensive
Personal Finance
Why financial advice is so expensive
Simplifying financial advice regulations will be key in making it more accessible to everyday Australians – but at what cost?
Sarah Dowling | 10 February 2023
Your money goals may not reflect the real you
Personal Finance
Your money goals may not reflect the real you
Savers face huge pressure to set meaningful financial goals, but Morningstar research shows there is a gap between what investors think they want and...
Valerio Baselli | 17 January 2022
How much should you worry about inflation in retirement?
Retirement
How much should you worry about inflation in retirement?
Calculating your own inflation rate is better than using a blunt measure like CPI, writes Christine Benz.
Christine Benz | 30 March 2021
The creator of the 4 per cent rule and his own retirement
Retirement
The creator of the 4 per cent rule and his own retirement
The 4 per cent withdrawal rate in retirement is an industry standard, where a retiree can expect not to run out of money. Its creator, Bill Bengen,...
Michael Kitces | 17 November 2020
7 items your estate plan may have left out
Retirement
7 items your estate plan may have left out
If your goal is to look out for your loved ones, consider tackling these estate-planning additional jobs.
Christine Benz | 28 July 2020
Adding kids to your SMSF
Retirement
Adding kids to your SMSF
Mixing money with family can be a recipe for disaster. But there are benefits in adding children to a self-managed super fund, providing it is...
Anthony Fensom | 10 February 2020
Aussies shun advice in retirement
Retirement
Aussies shun advice in retirement
Australian retirees are turning away from financial advice and are even reluctant to include their own life partners in the retirement planning...
Emma Rapaport | 18 November 2019
A blueprint for building your financial plan
Video
A blueprint for building your financial plan
A new book offers straightforward advice from start to finish.
Karen Andersen, CFA | 22 May 2019