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RETIREMENT POLICY News & Analysis

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
How much do you need to save for retirement?
Retirement
How much do you need to save for retirement?
It is a simple question with an answer we probably don't want to hear. 
Mark LaMonica, CFA | 10 March 2025
10 ways to fix Australia’s broken retirement income system
Retirement
10 ways to fix Australia’s broken retirement income system
Our retirement income system has too many rule changes, too many options, poorly explained and then seemingly at odds with each other when...
Kaye Fallick | 04 March 2025
Why systemic risks from Big Super might be overplayed
Personal Finance
Why systemic risks from Big Super might be overplayed
What are the implications of ‘Big Super’ for our economy, financial markets and population? New research looks at the beneficial, detrimental and...
David Bell | 27 February 2025
Why you shouldn't wait until 35 to take your super seriously
Retirement
Why you shouldn't wait until 35 to take your super seriously
A recent Rainmaker study concludes that the best time to start taking super seriously is in your mid-thirties. I don't agree. 
Shani Jayamanne | 12 January 2025
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 rule. 
Shani Jayamanne | 19 December 2024