Retirement News
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.
retirement
How long will you live?
We are often quoted life expectancy at birth but what matters most is how long we should live as we grow older. It is surprising how short this can be for people born last century, so make the most of it.
retirement
Estimate the savings you need to retire
Use the Morningstar retirement model to come up with a retirement plan that estimates the amount you need to retire and the variables that will impact future outcomes.
retirement
Are you one of the 25% of retirees that spend too little money?
The psychology of retirement income: From saving to spending.
retirement
Are industry super funds too big to be successful?
Warren Buffett warned of the perils of size when it comes to asset pools. Will industry super fall victim to suze?
retirement
Protecting retirement income from inflation shocks
As we continue to navigate a volatile market and geopolitical landscape, retirees need a portfolio with protection from inflation risks so that they don’t experience another cost-of-living crisis when inflation has another upturn.
retirement
Miss these tax season dates at your peril
When it comes to super, the best time to get ready for EOFY is now.
retirement
Are you ready for an SMSF? Here’s the checklist I used
Self-managed super funds are increasingly popular but are not right for everyone
retirement
$3 million super tax coming whether we’re ready or not
A Senate Committee reported back last week with a majority recommendation to pass the $3 million super tax unaltered. It seems that the tax is coming, and this is what those affected should be doing now to prepare for it.
retirement
How retiree spending plummets as we age
There's been little debate on how spending changes as people progress through retirement. Yet, it's a critical issue as it can have a significant impact on the level of savings required at the point of retirement.
retirement
How much does it really cost to run an SMSF?
Use our free calculator to compare the cost against an industry or retail super fund
retirement
Noel Whittaker’s key tips for estate planning
Morningstar’s James Gruber caught up with Whittaker to discuss his new book, Wills, death & taxes made simple.
retirement
How to get a 0% tax rate on super sooner
Savvy investors can use a Transition-to-Retirement account to increase retirement savings and save on tax.
retirement
The ultimate superannuation EOFY checklist 2024
We're nearing the end of the financial year and it's time for SMSFs and other super funds to make the most of the strategies available to them. Here's a 24-point checklist of the most important issues to address.
retirement
What to do for an SMSF when the first member of a couple dies
The surviving spouse has a lot to think about when a member of an SMSF dies. While it pays to understand the options quickly, often they’re best served by moving a little more slowly before making final decisions.
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