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RETIREMENT INCOME News & Analysis

The rubbery numbers behind super tax concessions
Retirement
The rubbery numbers behind super tax concessions
In selling the super tax, Labor has repeated Treasury claims of there being $50 billion in super tax concessions annually, mostly flowing to...
Tony Dillon | 02 July 2025
What you will and won’t find in my portfolio: Mark’s top articles in June
Personal Finance
What you will and won’t find in my portfolio: Mark’s top articles in June
The top articles in June from Morningstar’s Director of Personal Finance.
Mark LaMonica, CFA | 30 June 2025
Did retirees lose out when they accepted defined benefit schemes?
Retirement
Did retirees lose out when they accepted defined benefit schemes?
Defined benefit pensions were designed to offer security in retirement. But new tax policies and arbitrary limits now erode their value - especially...
Peter Swan | 24 June 2025
Can you retire on dividends?
Personal Finance
Can you retire on dividends?
Living off of investment income addresses key risks faced by retirees. However, it introduces several considerations for investors who pursue this...
Mark LaMonica, CFA | 09 June 2025
The huge cost of super tax concessions
Retirement
The huge cost of super tax concessions
The current net annual cost of superannuation tax subsidies is around $40 billion, growing to more than $110 billion by 2060. These subsidies have...
Ron Bird | 09 June 2025
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 | 30 May 2025
Putting tariff worries in the rear view mirror: Mark’s top articles in May
Personal Finance
Putting tariff worries in the rear view mirror: Mark’s top articles in May
The top articles in May from Morningstar’s Director of Personal Finance.
Mark LaMonica, CFA | 30 May 2025
Future Focus: One of the most generous tax breaks in Australia 
Personal Finance
Future Focus: One of the most generous tax breaks in Australia 
But only if people owning a home get it right.
Shani Jayamanne | 27 May 2025
Young & Invested: How to pick the right super fund
Personal Finance
Young & Invested: How to pick the right super fund
Confused about your super? Here’s where to start.
Simonelle Mody | 20 May 2025
Answering your questions about retirement
Retirement
Answering your questions about retirement
The Morningstar community has the following questions about planning for retirement. Here are my thoughts. 
Mark LaMonica, CFA | 14 May 2025