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RETIREMENT News & Analysis

The 4% rule explained
Retirement
The 4% rule explained
The safe withdrawal rate is one of the most important components in retirement planning but many people don’t understand the basis of the...
Shani Jayamanne | 19 December 2024
Morningstar superannuation survey
Retirement
Morningstar superannuation survey
The top performing superannuation funds.
Shamir Popat | 18 December 2024
Mark to market: Should you invest outside of super?
Retirement
Mark to market: Should you invest outside of super?
Mark answers a reader question about investing outside of super. 
Mark LaMonica, CFA | 12 December 2024
Are mega super funds’ returns set to fall?
Retirement
Are mega super funds’ returns set to fall?
While the performance of the largest super funds has been admirable, they’ve become so big that it will make it difficult for them to...
James Gruber | 11 December 2024
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...
Kaye Fallick | 09 December 2024
Chart of the week: You likely have 20%+ exposure to this asset class in retirement
Retirement
Chart of the week: You likely have 20%+ exposure to this asset class in retirement
This week's chart of the week looks at the pros and cons of private assets.
Shani Jayamanne | 05 December 2024
SMSF assets hit $1 trillion for the first time
Retirement
SMSF assets hit $1 trillion for the first time
Latest figures reveal the estimated assets of SMSFs have topped $1 trillion for the first time. It’s quite an achievement for a sector not yet...
James Gruber | 04 December 2024
Are we being ripped off by super?
Retirement
Are we being ripped off by super?
I admire a good deal about super but there is room for improvement. 
Mark LaMonica, CFA | 03 December 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 December 2024
What returns do you need for a comfortable retirement?
Retirement
What returns do you need for a comfortable retirement?
The math behind your retirement outcomes. 
Mark LaMonica, CFA | 20 November 2024