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RETIREMENT POLICY News & Analysis

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
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
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
The super tax and the defined benefits scandal
Personal Finance
The super tax and the defined benefits scandal
Australia’s superannuation inequities date back to poor decisions made by Parliament two decades ago. If super for the wealthy needs resetting, so...
John Abernethy | 05 June 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
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
It is going to be a long four years: Mark’s top articles in March
Personal Finance
It is going to be a long four years: Mark’s top articles in March
Morningstar’s Director of Personal Finance was focused on volatility and tariffs in March - just like everyone else.
Mark LaMonica, CFA | 30 April 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
Young & Invested: Should young people care about their super?
Personal Finance
Young & Invested: Should young people care about their super?
Better late than never to review your super.
Simonelle Mody | 25 March 2025