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RETIREMENT INCOME News & Analysis

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
How do low cost SMSFs compare?
Personal Finance
How do low cost SMSFs compare?
Costs matter a lot to your return outcomes. How do SMSFs compare, and at what balance do they make sense?
Shani Jayamanne | 23 January 2025
Can you retire on dividends?
Personal Finance
Can you retire on dividends?
Living off of investment income addresses key risks faced by retirees. However, it introduces several considerations for investors who pursue this...
Mark LaMonica, CFA | 20 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
Higher valuations lower safe withdrawal rate in retirement
Personal Finance
Higher valuations lower safe withdrawal rate in retirement
The 2024 Morningstar State of Retirement Income looks to the future to explore safe withdrawal rates. 
Mark LaMonica, CFA | 06 January 2025
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
How to make your retirement more comfortable
Personal Finance
How to make your retirement more comfortable
Vanguard’s new study looks at common problems that impact your final retirement outcomes. We present resources to help.
Shani Jayamanne | 27 November 2024
How much does it really cost to run an SMSF?
Retirement
How much does it really cost to run an SMSF?
Use our free calculator to compare the cost against an industry or retail super fund
Shani Jayamanne | 03 November 2024
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 | 30 October 2024