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RETIREMENT PLANNING News & Analysis

The 4% rule explained
Retirement
The 4% rule explained
The safe withdrawal rate is one of the most important components in retirement planning but many people don’t understand the basis of the...
Shani Jayamanne | 25 April 2024
The challenges of retirement aren’t just financial
Retirement
The challenges of retirement aren’t just financial
Debates about retirement tend to focus on the financial aspects: income, tax, estates, wills, and the like. Less attention is paid to the...
James Gruber | 11 April 2024
How to retire early
Personal Finance
How to retire early
Three things to consider when planning for an early retirement. 
Mark LaMonica, CFA | 19 March 2024
Why different viewpoints matter for investors
Personal Finance
Why different viewpoints matter for investors
Including new research from Morningstar with our top female fund manager picks
Shani Jayamanne | 07 March 2024
Practical ways to close the gender gap
Personal Finance
Practical ways to close the gender gap
Morningstar’s International Women’s Day panel shares practical tips for improving financial outcomes.
Shani Jayamanne | 06 March 2024
Creating a realistic retirement plan
Personal Finance
Creating a realistic retirement plan
Practical tips to close a retirement savings gap between genders that is larger than we think.  
Shani Jayamanne | 06 March 2024
Why our financial abilities peak at age 53
Personal Finance
Why our financial abilities peak at age 53
How age impacts our decision making and what to do about it. 
James Gruber | 05 March 2024
How much does it really cost to run an SMSF?
Retirement
How much does it really cost to run an SMSF?
Guidance from ASIC previously stated that balances above $500,000 allowed the flat fee administration to make sense. Research now calls for a...
Shani Jayamanne | 28 February 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 | 27 February 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 | 25 February 2024