Retirement News
retirement
Mark to market: Is this commonly cited retirement rule irrelevant?
Mark answers a reader question about spending in retirement.
retirement
Lessons from a ‘faux-tirement’
A six-week break from work brings insights into retirement and life.
retirement
Are SMSFs getting too much of a free ride?
SMSFs have managed to match, or even outperform, larger super funds despite adopting more conservative investment strategies. This looks at how they’ve done it - and the potential policy implications.
retirement
The rubbery numbers behind super tax concessions
In selling the super tax, Labor has repeated Treasury claims of there being $50 billion in super tax concessions annually, mostly flowing to high-income earners. This figure is vastly overstated.
retirement
Did retirees lose out when they accepted defined benefit schemes?
Defined benefit pensions were designed to offer security in retirement. But new tax policies and arbitrary limits now erode their value - especially for Australians who contributed their own savings to these plans.
retirement
The state of the Australian retirement system
The Morningstar community has spoken. Here is your view of retirement in Australia.
retirement
The huge cost of super tax concessions
The current net annual cost of superannuation tax subsidies is around $40 billion, growing to more than $110 billion by 2060. These subsidies have always been bad policy, representing a waste of taxpayers’ money.
retirement
Meg on SMSFs: Withdrawing assets ahead of the $3m super tax
The super tax has caused an almighty scuffle, but for SMSFs impacted by the proposed tax, a big question remains: what should they do now? Here are ideas for those wanting to withdraw money from their SMSF.
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
The ultimate EOFY superannuation checklist for 2025
27 important issues you should address before June 30 to ensure that your SMSF or other super fund are in order, and that you are making the most of the strategies available.
retirement
Unconventional wisdom: The state of retirement in the midst of the super tax fight
The DIV 296 tax proposal is a good opportunity to review the retirement system in Australia.
retirement
The top shares of Australia’s best performing super funds
And our equity analysts’ outlook for the stocks.
retirement
Are you neglecting the non-financial aspects of retirement planning?
Retirement doesn’t always feel like the perpetual holiday that we imagine it will be. These tips can help.
retirement
Answering your questions about retirement
The Morningstar community has the following questions about planning for retirement. Here are my thoughts.
retirement
Is the government spending too much on older people?
A new paper from ANU measures how the tax and transfer system is redistributing income.
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