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SUPER News & Analysis

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
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
Is contribution splitting a forgotten strategy?
Retirement
Is contribution splitting a forgotten strategy?
It's a surprise how rarely we see ‘spouse contribution splitting’ in SMSFs. This type of splitting is a special rule that effectively...
Meg Heffron | 19 February 2024
Why the Government will continue to target super and the pension
Retirement
Why the Government will continue to target super and the pension
An aging population will drive policy decisions. 
James Gruber | 04 January 2024
Are you paying tax due to not starting a super pension?
Retirement
Are you paying tax due to not starting a super pension?
Pension payments in super after the age of 60 are tax free and anyone over 65 can switch their super into a pension account even if they do not...
Graham Hand | 12 October 2023
How the 30% super tax will hit balances over $3 million
Retirement
How the 30% super tax will hit balances over $3 million
It’s a better solution than forcing assets out of super or imposing personal marginal tax rates. But perhaps the bigger question is, what...
Graham Hand | 03 October 2023
Investing Compass: Market outlook: 3 steps to financial independence
Personal Finance
Investing Compass: Market outlook: 3 steps to financial independence
Everyone’s definition of financial independence is different. We explore how to achieve the foundations of financial independence in three...
Shani Jayamanne | 06 September 2023
The price of admission into superannuation in Australia
Retirement
The price of admission into superannuation in Australia
The quarterly Morningstar Superannuation Survey focuses on fund performance, total fees (including investment and administration), and net assets of...
Annika Bradley | 14 August 2023
Investing Compass: Doubling down on exposure
Personal Finance
Investing Compass: Doubling down on exposure
In a listener Q&A episode, we explore whether your exposure in your super should impact your assets outside of super. 
Shani Jayamanne | 24 July 2023
Webinar: Making the Most of Super
Investing
Webinar: Making the Most of Super
How much you want accumulated in your super at retirement will differ between individuals. But how do you decide on a super goal that’s right...
Morningstar.com.au | 04 July 2023