Retirement News
retirement
Answering your questions about retirement
The Morningstar community has the following questions about planning for retirement. Here are my thoughts.
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.
retirement
Avoiding the superannuation death tax
How to optimise tax savings on superannuation inheritance.
retirement
Why you shouldn't wait until 35 to take your super seriously
A recent Rainmaker study concludes that the best time to start taking super seriously is in your mid-thirties. I don't agree.
retirement
What to do for an SMSF when the first member of a couple dies
The surviving spouse has a lot to think about when a member of an SMSF dies. While it pays to understand the options quickly, often they’re best served by moving a little more slowly before making final decisions.
retirement
How to talk to your family about your will
Parents are often uncomfortable talking to their adult children about personal matters, but there are many benefits in having such a conversation.
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 rule.
retirement
Mark to market: Should you invest outside of super?
Mark answers a reader question about investing outside of super.
retirement
Are mega super funds’ returns set to fall?
While the performance of the largest super funds has been admirable, they’ve become so big that it will make it difficult for them to outperform their benchmarks in future. It will be important for you to pick your fund wisely.
retirement
Is the Retirement Income Covenant really the right answer?
The world and Australia’s retirement landscape have changed a lot since 2020. If the RIC is to achieve its goals, a wider spread of responsibility and a rethink across all five pillars of retirement planning are needed.
retirement
Chart of the week: You likely have 20%+ exposure to this asset class in retirement
This week's chart of the week looks at the pros and cons of private assets.
retirement
SMSF assets hit $1 trillion for the first time
Latest figures reveal the estimated assets of SMSFs have topped $1 trillion for the first time. It’s quite an achievement for a sector not yet 40 years old, and it’s been driven by new members and recent asset returns.
retirement
Are we being ripped off by super?
I admire a good deal about super but there is room for improvement.
retirement
10 principles for staying vital, happy and sharp as you age
Insights from US-based scientist, John Medina, who specialises in human brain development and the genetics of psychiatric disorders.
retirement
What returns do you need for a comfortable retirement?
The math behind your retirement outcomes.
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