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RETIREMENT News & Analysis

The psychological shift from saving to spending in retirement
Retirement
The psychological shift from saving to spending in retirement
Why do people have trouble shifting from a saving to spending mindset in retirement? Researchers have plenty of theories though can't identify an...
Samantha Lamas | 19 June 2024
Lessons from a ‘faux-tirement’
Retirement
Lessons from a ‘faux-tirement’
A six-week break from work brings insights into retirement and life.
Christine Benz | 18 June 2024
Clearing up confusion on the $3 million super tax
Retirement
Clearing up confusion on the $3 million super tax
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...
Meg Heffron | 17 June 2024
Why you shouldn't wait until 35 to take your super seriously
Retirement
Why you shouldn't wait until 35 to take your super seriously
A recent Rainmaker study concludes that the best time to start taking super seriously is in your mid-thirties. I don't agree. 
Shani Jayamanne | 12 June 2024
How long will you live?
Retirement
How long will you live?
We are often quoted life expectancy at birth but what matters most is how long we should live as we grow older. It is surprising how short this can...
Graham Hand | 10 June 2024
Estimate the savings you need to retire
Retirement
Estimate the savings you need to retire
Use the Morningstar retirement model to come up with a retirement plan that estimates the amount you need to retire and the variables that will...
Mark LaMonica, CFA | 06 June 2024
Are you one of the 25% of retirees that spend too little money?
Retirement
Are you one of the 25% of retirees that spend too little money?
The psychology of retirement income: From saving to spending. 
Samantha Lamas | 04 June 2024
Are industry super funds too big to be successful?
Retirement
Are industry super funds too big to be successful?
Warren Buffett warned of the perils of size when it comes to asset pools. Will industry super fall victim to suze?
James Gruber | 03 June 2024
Protecting retirement income from inflation shocks
Retirement
Protecting retirement income from inflation shocks
As we continue to navigate a volatile market and geopolitical landscape, retirees need a portfolio with protection from inflation risks so that they...
Aaron Minney | 29 May 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 | 27 May 2024