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RETIREMENT PLANNING 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
How to retire early
Personal Finance
How to retire early
Three things to consider when planning for an early retirement. 
Mark LaMonica, CFA | 03 July 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
Are you one of the 25% of retirees that spend too little money?
Retirement
Are you one of the 25% of retirees that spend too little money?
The psychology of retirement income: From saving to spending. 
Samantha Lamas | 04 June 2024
My eye-opening retirement audit
Personal Finance
My eye-opening retirement audit
I recently set a goal and worked out the required rate of return for my retirement portfolio. The results gave me plenty to think about.
Joseph Taylor | 29 May 2024
Protecting retirement income from inflation shocks
Retirement
Protecting retirement income from inflation shocks
As we continue to navigate a volatile market and geopolitical landscape, retirees need a portfolio with protection from inflation risks so that they...
Aaron Minney | 29 May 2024
Three steps to retire early
Personal Finance
Three steps to retire early
This week’s Investing Compass episode goes through the three factors to consider when retiring early
Shani Jayamanne | 26 May 2024
Are you ready for an SMSF? Here’s the checklist I used
Retirement
Are you ready for an SMSF? Here’s the checklist I used
Self-managed super funds are increasingly popular but are not right for everyone
Shani Jayamanne | 21 May 2024