Morningstar Investor users sign in here.
TOPIC

RETIREMENT INCOME REVIEW News & Analysis

Too big to hide: Australia’s largest SMSFs spark debate
Retirement
Too big to hide: Australia’s largest SMSFs spark debate
A small number of self-managed 'mega-funds' are causing a stir, writes Anthony Fensom.
Anthony Fensom | 27 September 2021
Challenger faces stiffer competition
Stocks
Challenger faces stiffer competition
The annuity provider remains dominant and undervalued but an ageing population and low barriers to entry could mean skinnier margins.
Lex Hall | 23 June 2021
Wages gap remains bar to women’s wealth accumulation
Personal Finance
Wages gap remains bar to women’s wealth accumulation
Paying off debt and salary-sacrificing are among measures that can help, writes Nicki Bourlioufas.
Nicki Bourlioufas | 20 December 2020
Apparently, retirees should learn to SKI
Retirement
Apparently, retirees should learn to SKI
The Retirement Income Review demonstrated limited understanding of the risks faced by self-funded retirees implementing rational human behaviour....
Jon Kalkman | 10 December 2020
Five ways the Retirement Review points to new policies
Retirement
Five ways the Retirement Review points to new policies
The Retirement Income Review goes much further than an innocent-sounding 'fact base', and is sure to guide policies in the run up to the next...
Graham Hand | 25 November 2020
Why Challenger's a buy despite $800m investment loss
Stocks
Why Challenger's a buy despite $800m investment loss
The annuities provider this week announced a $300m capital raise to shore up its balance sheet and shift to lower risk credit assets.
Glenn Freeman | 25 June 2020
Challenger bolstered by rising offshore demand
Stocks
Challenger bolstered by rising offshore demand
A Japanese sales bonanza and rapid returns from Challenger's UK pensions business have improved Morningstar's outlook for Australia's largest...
Glenn Freeman | 17 February 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
Brace for super cap increase, SMSF trustees warned
Retirement
Brace for super cap increase, SMSF trustees warned
Retirees are being urged to talk to their accountant  ahead of a mooted increase in the $1.6 million super balance cap.
Glenn Freeman | 29 January 2020
Getting your investment risk right
Retirement
Getting your investment risk right
Minimising the potential of negative returns while remaining invested in the market is a balancing act as volatility ticks up and interest rates...
Glenn Freeman | 17 December 2019