Morningstar Investor users sign in here.

Retirement News

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

Should you only invest in shares in retirement?

The risks and opportunities of a portfolio heavily weighted to shares in retirement.
retirement

4 steps to calculate how much you need to retire

This step-by-step process can help you estimate the size of the portfolio needed to support your dream retirement.
retirement

The transition to retirement

Even the best retirement plans require revision when confronted by the uncertainties of life
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 revision of this threshold to balances over $200,000. 
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

What if you don’t have enough to retire?

4 steps to stretch your retirement savings. 
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 rule. 
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

Preparing for retirement

Preparing your portfolio for retirement can be challenging without a well crafted plan. 
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 allows someone to ‘give’ some of their super contributions to their spouse.
retirement

SMSFs continue to thrive

New data shows that more Australians are investing their retirement savings in SMSFs. 
retirement

Is there really a better mousetrap for retirement income?

A new concept in risk pooling is interesting but pricey.
retirement

My own reasons for early SMSF establishment

In response to a previous article on delaying establishing an SMSF, Meg explains why she started early, long before she began in the SMSF industry. Anyone who expects to build a decent super balance should think ahead.
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

Increase the certainty of retirement while maximising spending

A flexible withdrawal method for retirement accounts may be beneficial for some retirees.
of 16
Viewing 1 to 16 of 255