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RETIREMENT News & Analysis

Morningstar retirement bootcamp
Retirement
Morningstar retirement bootcamp
Morningstar’s retirement bootcamp is designed to help people still in the workforce and already retired address challenges and achieve the best...
Mark LaMonica, CFA | 11 July 2024
The ATO has SMSF asset valuations in its crosshairs
Retirement
The ATO has SMSF asset valuations in its crosshairs
SMSF trustees need to ensure they value their assets at least annually and that those valuations are fair and reasonable, based on objective and...
Julie Steed | 10 July 2024
10 principles for staying vital, happy and sharp as you age
Retirement
10 principles for staying vital, happy and sharp as you age
Insights from US-based scientist, John Medina, who specialises in human brain development and the genetics of psychiatric disorders.
James Gruber | 03 July 2024
Finding joy in retirement
Retirement
Finding joy in retirement
Retirement can last more than 30 years, necessitating thoughtful planning. Many miss workplace friendships, identity, status, expertise, and routine,...
Dr Jon Glass | 27 June 2024
The ultimate superannuation EOFY checklist 2024
Retirement
The ultimate superannuation EOFY checklist 2024
We're nearing the end of the financial year and it's time for SMSFs and other super funds to make the most of the strategies available to them....
Liam Shorte | 26 June 2024
The psychological shift from saving to spending in retirement
Retirement
The psychological shift from saving to spending in retirement
Why do people have trouble shifting from a saving to spending mindset in retirement? Researchers have plenty of theories though can't identify an...
Samantha Lamas | 19 June 2024
Lessons from a ‘faux-tirement’
Retirement
Lessons from a ‘faux-tirement’
A six-week break from work brings insights into retirement and life.
Christine Benz | 18 June 2024
Clearing up confusion on the $3 million super tax
Retirement
Clearing up confusion on the $3 million super tax
There seems to be more confusion than clarity about the mechanics of how the new $3 million super tax is supposed to work. Here is an attempt to...
Meg Heffron | 17 June 2024
Why you shouldn't wait until 35 to take your super seriously
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. 
Shani Jayamanne | 12 June 2024
How long will you live?
Retirement
How long will you live?
We are often quoted life expectancy at birth but what matters most is how long we should live as we grow older. It is surprising how short this can...
Graham Hand | 10 June 2024