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RETIREMENT News & Analysis

2 charts to explain the trade-offs in retirement planning
Retirement
2 charts to explain the trade-offs in retirement planning
Investors may need a shift in mindset as retirement approaches but there are ways to structure a portfolio to improve retirement outcomes.
Mark LaMonica, CFA | 23 March 2025
Unpacking investment risk in superannuation
Personal Finance
Unpacking investment risk in superannuation
Understanding investment risk in superannuation is crucial for your retirement account. Here's a guide on how to define, take, and manage risk to...
Annika Bradley | 13 March 2025
Mark to market: Annuities – will I get my money back?
Personal Finance
Mark to market: Annuities – will I get my money back?
More retirees are looking for guaranteed returns. Mark answers 3 common questions on annuities.
Mark LaMonica, CFA | 12 March 2025
How much do you need to save for retirement?
Retirement
How much do you need to save for retirement?
It is a simple question with an answer we probably don't want to hear. 
Mark LaMonica, CFA | 10 March 2025
10 ways to fix Australia’s broken retirement income system
Retirement
10 ways to fix Australia’s broken retirement income system
Our retirement income system has too many rule changes, too many options, poorly explained and then seemingly at odds with each other when...
Kaye Fallick | 04 March 2025
Is Gen X ready for retirement?
Personal Finance
Is Gen X ready for retirement?
The first members of ‘Generation X’ have turned 60, marking the start of the MTV generation’s collective journey towards retirement. Are Gen Xers and...
Harry Chemay | 03 March 2025
Why systemic risks from Big Super might be overplayed
Personal Finance
Why systemic risks from Big Super might be overplayed
What are the implications of ‘Big Super’ for our economy, financial markets and population? New research looks at the beneficial, detrimental and...
David Bell | 27 February 2025
UniSuper’s boss flags a potential correction ahead
Retirement
UniSuper’s boss flags a potential correction ahead
The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a...
James Gruber | 27 February 2025
18 rules for ageing well
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...
James Gruber | 27 February 2025
Challenging conventions: Mark’s top articles in February
Personal Finance
Challenging conventions: Mark’s top articles in February
Morningstar’s Director of Personal Finance covered passive investing, retirement and income investing in February. 
Mark LaMonica, CFA | 25 February 2025