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RETIREMENT News & Analysis

Morningstar retirement bootcamp
Retirement
Morningstar retirement bootcamp
Morningstar’s retirement bootcamp is designed to help people still in the workforce and already retired address challenges and achieve the best...
Mark LaMonica, CFA | 25 July 2024
Why the Government will continue to target super and the pension
Retirement
Why the Government will continue to target super and the pension
An aging population will drive policy decisions. 
James Gruber | 25 July 2024
How super members can avoid missing out on tax deductions
Retirement
How super members can avoid missing out on tax deductions
Claiming a tax deduction for personal super contributions can end in disappointment if it isn't done correctly. Julie Steed looks at common pitfalls...
Julie Steed | 24 July 2024
Are you paying tax due to not starting a super pension?
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...
Graham Hand | 23 July 2024
Is this a safe way to get higher returns in retirement?
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?
Mark LaMonica, CFA | 22 July 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 | 21 July 2024
The top shares of Australia’s best performing super funds
Retirement
The top shares of Australia’s best performing super funds
And our equity analysts’ outlook for the stocks.
Shani Jayamanne | 18 July 2024
2 charts to explain the trade-offs in retirement planning
Retirement
2 charts to explain the trade-offs in retirement planning
Investors may need a shift in mindset as retirement approaches but there are ways to structure a portfolio to improve retirement outcomes.
Mark LaMonica, CFA | 16 July 2024
The ATO has SMSF asset valuations in its crosshairs
Retirement
The ATO has SMSF asset valuations in its crosshairs
SMSF trustees need to ensure they value their assets at least annually and that those valuations are fair and reasonable, based on objective and...
Julie Steed | 10 July 2024
10 principles for staying vital, happy and sharp as you age
Retirement
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.
James Gruber | 03 July 2024