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INCOME TEST News & Analysis

Is the Retirement Income Covenant really the right answer?
Retirement
Is the Retirement Income Covenant really the right answer?
The world and Australia’s retirement landscape have changed a lot since 2020. If the RIC is to achieve its goals, a wider spread of responsibility...
Kaye Fallick | 09 December 2024
New ASX share on our Global Equity Best Ideas
Stocks
New ASX share on our Global Equity Best Ideas
This undervalued share provides the opportunity for investors that look beyond the markets short-sighted view. 
Mathew Hodge, CFA | 04 November 2024
6 lessons from my 6-week mini-retirement
Retirement
6 lessons from my 6-week mini-retirement
Some insights on life and work after taking time off.
Amy C. Arnott, CFA | 15 October 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 | 17 September 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 | 03 September 2024
Bonds are still too expensive
Fixed Income
Bonds are still too expensive
Their relative yields have become acceptable, but that’s not the whole story.
John Rekenthaler | 10 February 2024
Three lessons from the 60/40 portfolio’s stumble
Personal Finance
Three lessons from the 60/40 portfolio’s stumble
Balanced funds are sometimes dangerous—but can their risks be avoided?
John Rekenthaler | 15 October 2023
What’s a safe withdrawal rate today?
Personal Finance
What’s a safe withdrawal rate today?
What declining stock and bond prices and higher inflation mean for retirement income.
Christine Benz | 13 December 2022
Now you can earn 5% on bonds (but stay with quality)
Fixed Income
Now you can earn 5% on bonds (but stay with quality)
Conservative investors who want the greater capital security of bonds can now lock in 5% but they should stay at the higher end of credit quality....
Graham Hand | 14 April 2022
Morningstar runs the numbers
Markets
Morningstar runs the numbers
We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 13 August.
Lewis Jackson | 16 August 2021