Retirement News
retirement
Meg on SMSFs: Withdrawing assets ahead of the $3m super tax
The super tax has caused an almighty scuffle, but for SMSFs impacted by the proposed tax, a big question remains: what should they do now? Here are ideas for those wanting to withdraw money from their SMSF.
retirement
Miss these tax season dates at your peril
When it comes to super, the best time to get ready for EOFY is now.
retirement
The ultimate EOFY superannuation checklist for 2025
27 important issues you should address before June 30 to ensure that your SMSF or other super fund are in order, and that you are making the most of the strategies available.
retirement
Unconventional wisdom: The state of retirement in the midst of the super tax fight
The DIV 296 tax proposal is a good opportunity to review the retirement system in Australia.
retirement
The top shares of Australia’s best performing super funds
And our equity analysts’ outlook for the stocks.
retirement
Are you neglecting the non-financial aspects of retirement planning?
Retirement doesn’t always feel like the perpetual holiday that we imagine it will be. These tips can help.
retirement
Answering your questions about retirement
The Morningstar community has the following questions about planning for retirement. Here are my thoughts.
retirement
Is the government spending too much on older people?
A new paper from ANU measures how the tax and transfer system is redistributing income.
retirement
Super funds have performed well, but were they late to the party?
Have big super funds piled into alternative assets and the ‘Magnificent Seven’ stocks at the wrong time? With sentiment souring on private equity and US tech, we may be about to find out.
retirement
Cage fight: US & Australian retirement systems
This week’s episode of Investing Compass explores which country has the better retirement system.
retirement
What returns do you need for a comfortable retirement?
The math behind your retirement outcomes.
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
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 for someone just planning for short-term help in the meantime.
retirement
Work out the probability of running out of money in retirement
This episode of Investing Compass looks at retirement Monte Carlo simulations.
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