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RETIREMENT News & Analysis

The 4% rule explained
Retirement
The 4% rule explained
The safe withdrawal rate is one of the most important components in retirement planning but many people don’t understand the basis of the...
Shani Jayamanne | 25 April 2024
10 reasons owning your home beats super in retirement
Retirement
10 reasons owning your home beats super in retirement
Since the introduction of compulsory super, the industry has pushed its members to put as much as possible into super. It has been a disservice to...
Graham Hand | 18 April 2024
The challenges of retirement aren’t just financial
Retirement
The challenges of retirement aren’t just financial
Debates about retirement tend to focus on the financial aspects: income, tax, estates, wills, and the like. Less attention is paid to the...
James Gruber | 11 April 2024
30-year chart is pointer to retirement outcomes
Retirement
30-year chart is pointer to retirement outcomes
A healthy couple entering retirement can expect at least one of them to live for 30 more years. What do the 30-year asset performance charts say...
Graham Hand | 04 April 2024
7 key tasks for investors approaching retirement
Retirement
7 key tasks for investors approaching retirement
The late 50s and early 60s are the perfect age for investors to embark on a savings sprint, assess the viability of their portfolio, and build out...
Christine Benz | 27 March 2024
How SMSFs are investing their money
Retirement
How SMSFs are investing their money
New data shows the number of advised SMSFs is increasing at the expense of self-directed SMSFs. It also suggests more SMSFs are turning to...
Brett Grant | 25 March 2024
18 rules for ageing well
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...
James Gruber | 19 March 2024
Miss these tax season dates at your peril
Retirement
Miss these tax season dates at your peril
When it comes to super, the best time to get ready for EOFY is now. 
Shani Jayamanne | 16 March 2024
Should you only invest in shares in retirement?
Retirement
Should you only invest in shares in retirement?
The risks and opportunities of a portfolio heavily weighted to shares in retirement.
Mark LaMonica, CFA | 12 March 2024
4 steps to calculate how much you need to retire
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.
Mark LaMonica, CFA | 04 March 2024