RETIREMENT STANDARD News & Analysis

The Morningstar community has the following questions about planning for retirement. Here are my thoughts. 

More Australians will be impacted by Div 296 and unrealised capital gains than you think.

Three things to consider when planning for an early retirement. 

Morningstar’s Director of Personal Finance was focused on volatility and tariffs in March - just like everyone else.

The math behind your retirement outcomes. 

Conventional wisdom tells retirees to seek safety with a conservative asset allocation in retirement. Is there a better way?

Property investment in SMSFs is a popular strategy for retirement wealth. Compliance is essential to avoid risks like the sole purpose test,...

4 steps to stretch your retirement savings. 

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...

Ranking 341 super options.