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RETIREMENT News & Analysis

Is this a safe way to get higher returns in retirement?
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?
Mark LaMonica, CFA | 15 April 2025
Navigating SMSF property compliance
Personal Finance
Navigating SMSF property compliance
Property investment in SMSFs is a popular strategy for retirement wealth. Compliance is essential to avoid risks like the sole purpose test,...
Shelley Banton | 14 April 2025
What if you don’t have enough to retire?
Retirement
What if you don’t have enough to retire?
4 steps to stretch your retirement savings. 
Mark LaMonica, CFA | 14 April 2025
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
Morningstar Superannuation Survey
Retirement
Morningstar Superannuation Survey
Ranking 341 super options.
Shamir Popat | 31 March 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
Young & Invested: Should young people care about their super?
Personal Finance
Young & Invested: Should young people care about their super?
Better late than never to review your super.
Simonelle Mody | 25 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