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RETIREMENT PLANNING 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
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
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
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
How much do you need to save for retirement?
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. 
Mark LaMonica, CFA | 10 March 2025
10 ways to fix Australia’s broken retirement income system
Retirement
10 ways to fix Australia’s broken retirement income system
Our retirement income system has too many rule changes, too many options, poorly explained and then seemingly at odds with each other when...
Kaye Fallick | 04 March 2025
Is Gen X ready for retirement?
Personal Finance
Is Gen X ready for retirement?
The first members of ‘Generation X’ have turned 60, marking the start of the MTV generation’s collective journey towards retirement. Are Gen Xers and...
Harry Chemay | 03 March 2025