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RETIREMENT PLANNING News & Analysis

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 | 07 July 2025
Are SMSFs getting too much of a free ride?
Retirement
Are SMSFs getting too much of a free ride?
SMSFs have managed to match, or even outperform, larger super funds despite adopting more conservative investment strategies. This looks at how...
Tim Toohey | 06 July 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
Are you neglecting the non-financial aspects of retirement planning?
Retirement
Are you neglecting the non-financial aspects of retirement planning?
Retirement doesn’t always feel like the perpetual holiday that we imagine it will be. These tips can help.
James Gruber | 19 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
Future Focus: New super tax could slash your retirement savings
Personal Finance
Future Focus: New super tax could slash your retirement savings
More Australians will be impacted by Div 296 and unrealised capital gains than you think.
Shani Jayamanne | 12 May 2025
How to retire early
Personal Finance
How to retire early
Three things to consider when planning for an early retirement. 
Mark LaMonica, CFA | 04 May 2025
Is this a safe way to get higher returns in retirement?
Retirement
Is this a safe way to get higher returns in retirement?
Conventional wisdom tells retirees to seek safety with a conservative asset allocation in retirement. Is there a better way?
Mark LaMonica, CFA | 15 April 2025
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 | 14 April 2025
Meg on SMSFs: Tips for the last member standing
Retirement
Meg on SMSFs: Tips for the last member standing
It’s common for people as they age to seek more help in running their SMSF if their capacity declines. An alternate director may be a great solution...
Meg Heffron | 09 April 2025