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RETIREMENT News & Analysis

Unconventional wisdom: Add certainty to your retirement
Retirement
Unconventional wisdom: Add certainty to your retirement
What a trip to Monte Carlo can teach you about having a more secure retirement. 
Mark LaMonica, CFA | 20 February 2025
Meg on SMSFs: Winding up market linked pensions with care
Retirement
Meg on SMSFs: Winding up market linked pensions with care
Due to recently-introduced rules, many people with old style pensions, also known as legacy pensions, will look to wind them up this year. The...
Meg Heffron | 19 February 2025
Never reviewed your super? Here are a few steps to get you started
Retirement
Never reviewed your super? Here are a few steps to get you started
Reviewing your super is a small investment of time that can result in a large return.
Shani Jayamanne | 07 February 2025
The transition to retirement
Retirement
The transition to retirement
Even the best retirement plans require revision when confronted by the uncertainties of life
Mark LaMonica, CFA | 03 February 2025
Preparing for retirement
Retirement
Preparing for retirement
Preparing your portfolio for retirement can be challenging without a well crafted plan. 
Mark LaMonica, CFA | 30 January 2025
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 | 26 January 2025
Answering your questions about retirement
Retirement
Answering your questions about retirement
The Morningstar community has the following questions about planning for retirement. Here are my thoughts. 
Mark LaMonica, CFA | 22 January 2025
Chart of the week: Safe retirement withdrawal rates for your asset allocation
Retirement
Chart of the week: Safe retirement withdrawal rates for your asset allocation
This week's chart of the week looks at how asset allocation impacts withdrawal rates.
Shani Jayamanne | 16 January 2025
Avoiding the superannuation death tax
Retirement
Avoiding the superannuation death tax
How to optimise tax savings on superannuation inheritance. 
Simonelle Mody | 15 January 2025
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 January 2025