RETIREMENT POLICY News & Analysis

Conventional wisdom tells retirees to seek safety with a conservative asset allocation in retirement. Is there a better way?

It is a simple question with an answer we probably don't want to hear. 

We’ve assumed that people will enter retirement owning their home outright. Given increases in home prices is this a reality anymore?

Debates about retirement tend to focus on the financial aspects: income, tax, estates, wills, and the like. Less attention is paid to the...

Morningstar’s retirement bootcamp is designed to help people still in the workforce and already retired address challenges and achieve the best...

How age impacts our decision making and what to do about it. 

There’s no good news in the draft legislation for 'Division 296 tax', the new name for the tax on super over $3 million. These worked examples...

The budget includes cost-of-living support for retirees yet indicates the Government won't change the way it calculates the new super tax.

While the upcoming federal budget may bring yet more changes for SMSFs, here are some of those already in the pipeline for 2022.

Labor has laid down its arms but the generational retirement wars are just beginning.