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PENSION FUNDS News & Analysis

How to shift into pension mode
Personal Finance
How to shift into pension mode
How do you start accessing your super funds when you stop working, or maybe even before you stop working? This covers the basics, including how to...
Tony Kaye | 14 February 2025
10 reasons owning your home beats super in retirement
Retirement
10 reasons owning your home beats super in retirement
Since the introduction of compulsory super, the industry has pushed its members to put as much as possible into super. It has been a disservice to...
Graham Hand | 13 August 2024
Are you paying tax due to not starting a super pension?
Retirement
Are you paying tax due to not starting a super pension?
Pension payments in super after the age of 60 are tax free and anyone over 65 can switch their super into a pension account even if they do not...
Graham Hand | 23 July 2024
Indexation complication! Four changes you need to know
Retirement
Indexation complication! Four changes you need to know
Several superannuation thresholds will be indexed from 1 July 2021, and it's critical to check the new opportunities to put more into the tax...
Julie Steed | 07 April 2021
Why SMSF members should plan on living to 100
Retirement
Why SMSF members should plan on living to 100
The trick is to avoid ending up in your twilight years with too much money that you wished you’d enjoyed earlier, writes Anthony Fensom.
Anthony Fensom | 01 December 2020
US attempts to throttle ESG investing
Funds
US attempts to throttle ESG investing
The Department of Labor recommends holding ESG investors to a higher legal standard.
John Rekenthaler | 20 July 2020
Adding kids to your SMSF
Retirement
Adding kids to your SMSF
Mixing money with family can be a recipe for disaster. But there are benefits in adding children to a self-managed super fund, providing it is...
Anthony Fensom | 10 February 2020
15 New Year's resolutions to get you on track in 2020
Personal Finance
15 New Year's resolutions to get you on track in 2020
Pooling your super? Losing weight? Forgoing restaurants for a packed lunch? We've asked some of Morningstar's finest to share their financial New...
Morningstar | 31 December 2019
Should the home affect Age Pension eligibility?
Retirement
Should the home affect Age Pension eligibility?
Whether the family home should be part of the Age Pension asset test continues to stir debate in Australia as do broader issues around retirement and...
Glenn Freeman | 11 November 2019
Investing basics: 4 steps to set your financial goals
Personal Finance
Investing basics: 4 steps to set your financial goals
Morningstar's Christine Benz calls goals the foundation of every proper investment plan.
Christine Benz | 08 November 2019