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RETIREMENT PLANNING News & Analysis

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
My eye-opening pension audit
Personal Finance
My eye-opening pension audit
I recently set a goal and worked out the required rate of return for my retirement portfolio. The results gave me plenty to think about.
Joseph Taylor | 29 May 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
Three steps to retire early
Personal Finance
Three steps to retire early
This week’s Investing Compass episode goes through the three factors to consider when retiring early
Shani Jayamanne | 26 May 2024
Are you ready for an SMSF? Here’s the checklist I used
Retirement
Are you ready for an SMSF? Here’s the checklist I used
Self-managed super funds are increasingly popular but are not right for everyone
Shani Jayamanne | 21 May 2024
How retiree spending plummets as we age
Retirement
How retiree spending plummets as we age
There's been little debate on how spending changes as people progress through retirement. Yet, it's a critical issue as it can have a significant...
Ruvinda Nanayakkara | 16 May 2024
How much does it really cost to run an SMSF?
Retirement
How much does it really cost to run an SMSF?
Use our free calculator to compare the cost against an industry or retail super fund
Shani Jayamanne | 15 May 2024
What if you don’t have enough to retire?
Retirement
What if you don’t have enough to retire?
4 steps to stretch your retirement savings. 
Mark LaMonica, CFA | 12 May 2024
How to get a 0% tax rate on super sooner
Retirement
How to get a 0% tax rate on super sooner
Savvy investors can use a Transition-to-Retirement account to increase retirement savings and save on tax. 
Shani Jayamanne | 08 May 2024
The ultimate superannuation EOFY checklist 2024
Retirement
The ultimate superannuation EOFY checklist 2024
We're nearing the end of the financial year and it's time for SMSFs and other super funds to make the most of the strategies available to them....
Liam Shorte | 07 May 2024