Retirement News
retirement
Meg on SMSFs: What do we think about reversionary pensions these days?
How Meg thinks about reversionary pensions and her own election.
retirement
Five unexpected lessons for ageing well
Renowned investor Ray Dalio’s nightclub birthday has me reflecting on the expectations we attach to every stage of life.
retirement
How Morningstar’s retirement advice stacks up against the 4% rule
Our conservative approach has held up well since 2022, while retirees who started with the 4% rule have lower odds of success.
retirement
Future Focus: How much should you have in super at every age?
I run through where I want to be at every decade.
retirement
Future Focus: How much do you need for retirement if you don’t own a home?
Is a comfortable retirement possible without owning your own home?
retirement
Australia has saved $4.5 trillion for retirement. Here’s what matters more.
The questions you need to ask yourself.
retirement
Why I object to ‘hitting a number’ for retirement
There’s a lot more to retirement planning than a high portfolio value.
retirement
Meg on SMSFs: How wide is the ban on LRBAs?
What’s changing to the rules around borrowing for property in superannuation.
retirement
Unconventional wisdom: How to survive the worst year to retire
Retirees who stopped working in 1968 faced a brutal combination of bear markets, soaring inflation and poor returns. I tested the 4% rule, the income method and the bucket approach to see which strategies stood up to the challenge.
retirement
Unconventional wisdom: Ranking three common retirement strategies
Converting a lifetime of savings into sustainable income is retirement’s defining challenge.
retirement
Future Focus: What you're getting wrong about super
The numbers behind what works and what doesn’t
retirement
Meg on SMSFs: The CGT changes don’t impact super but what about Div 296 tax decisions?
New CGT rules could tip the scales in the super vs non-super debate.
retirement
What an Oscar-nominated short film can teach us about retirement
Spoiler alert: It has nothing to do with money.
retirement
Going mainstream: Accessing private markets through super
Morningstar’s Manager Research team assess the role of private assets in modern portfolio construction.
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