Retirement News
retirement
The rising tension between housing debt and retirement balances
Australians are taking more mortgage debt into their 60s than ever before. Retirement planning assumptions haven’t adapted, meaning that future income projections could disappoint retirees.
retirement
A guide to valuing SMSF assets correctly
SMSF trustees are required to value all fund assets, including property, at market value when preparing the fund's financial statements each year. Here are some key tips to ensure that you get it right.
retirement
Are industry super funds too big to be successful?
Warren Buffett warned of the perils of size when it comes to asset pools. Will industry super fall victim to suze?
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
retirement
Is this a safe way to get higher returns in retirement?
Conventional wisdom tells retirees to seek safety with a conservative asset allocation in retirement. Is there a better way?
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 thinking about you', and 'pursue virtue but don’t sweat it'.
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.
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
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.
retirement
6 lessons from my 6-week mini-retirement
Some insights on life and work after taking time off.
retirement
The quirks of retirement planning with an age gap
A big age gap can make it harder to find a solution that works for both partners—financially and otherwise. Having a frank conversation about the future, and having it as early as possible, is essential.
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 impact future outcomes.
retirement
The top shares of Australia’s best performing super funds
And our equity analysts’ outlook for the stocks.
retirement
Never reviewed your super? Here are a few steps to get you started
Reviewing your super is a small investment of time that can result in a large return.
retirement
Lessons from a ‘faux-tirement’
A six-week break from work brings insights into retirement and life.
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