Retirement News
retirement
Meg on SMSFs: Ageing and its financial challenges
Ageing SMSF members can face issues funding their pension income as cash reserves dwindle. Potential solutions include involving adult children in contributions.
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 thinking about you', and 'pursue virtue but don’t sweat it'.
retirement
Supercharging the ‘4% rule’ for a richer retirement
The creator of the 4% rule for retirement withdrawals, Bill Bengen, has written a new book outlining fresh strategies to outlive your money.
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
How to address risks facing retirees
Some of the primary risks associated with retirement can be solved with annuities but they remain unpopular with investors.
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
Less than 1% of wealthy families will struggle to pay super tax: study
An ANU study has found that families with at least one super balance over $3 million have average wealth exceeding $19 million - suggesting most are well placed to absorb taxes on unrealised capital gains.
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
Can you retire on dividends alone?
Living off of investment income addresses key risks faced by retirees.
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.
of 23
Viewing 1 to 16 of 354