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RETIREMENT PLANNING News & Analysis

Meg on SMSFs: Tips for the last member standing
Retirement
Meg on SMSFs: Tips for the last member standing
It’s common for people as they age to seek more help in running their SMSF if their capacity declines. An alternate director may be a great solution...
Meg Heffron | 09 April 2025
Is cognitive decline a risk to your retirement?
Retirement
Is cognitive decline a risk to your retirement?
New research reveals undiagnosed cognitive decline can cost retirees tens of thousands of dollars through bad investments or financial scams.
James Gruber | 27 March 2025
Estimate the savings you need to retire
Retirement
Estimate the savings you need to retire
Use the Morningstar retirement model to come up with a retirement plan that estimates the amount you need to retire and the variables that will...
Mark LaMonica, CFA | 24 March 2025
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
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
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
How to shift into pension mode
Personal Finance
How to shift into pension mode
How do you start accessing your super funds when you stop working, or maybe even before you stop working? This covers the basics, including how to...
Tony Kaye | 14 February 2025