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RETIREMENT INCOME News & Analysis

How much does it really cost to run an SMSF?
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
Shani Jayamanne | 15 May 2024
What if you don’t have enough to retire?
Retirement
What if you don’t have enough to retire?
4 steps to stretch your retirement savings. 
Mark LaMonica, CFA | 12 May 2024
How to get a 0% tax rate on super sooner
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. 
Shani Jayamanne | 08 May 2024
Are retirement assumptions about home ownership fundamentally flawed?
Personal Finance
Are retirement assumptions about home ownership fundamentally flawed?
We’ve assumed that people will enter retirement owning their home outright. Given increases in home prices is this a reality anymore?
Mark LaMonica, CFA | 06 May 2024
The 4% rule explained
Retirement
The 4% rule explained
The safe withdrawal rate is one of the most important components in retirement planning but many people don’t understand the basis of the...
Shani Jayamanne | 25 April 2024
Growing your passive income
Personal Finance
Growing your passive income
Our free tool can help investors that dream of living off of passive income. 
Mark LaMonica, CFA | 05 April 2024
10 top ASX dividend shares - part II
Personal Finance
10 top ASX dividend shares - part II
The ASX 200 is a concentrated index with 10 shares providing around 60% of the total index income. Our analysts weigh in on future dividend prospects.
Mark LaMonica, CFA | 23 March 2024
18 rules for ageing well
Retirement
18 rules for ageing well
The rules to age successfully include, 'the unexamined life lasts longer', 'change no more than one-eighth of your life at a time', 'nobody is...
James Gruber | 19 March 2024
Why different viewpoints matter for investors
Personal Finance
Why different viewpoints matter for investors
Including new research from Morningstar with our top female fund manager picks
Shani Jayamanne | 07 March 2024
Practical ways to close the gender gap
Personal Finance
Practical ways to close the gender gap
Morningstar’s International Women’s Day panel shares practical tips for improving financial outcomes.
Shani Jayamanne | 06 March 2024