Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / 85

Edition: 85

1-9 out of 9 results.

Edition 85 - special edition

  • 24 October 2014

Post retirement silver bullet, fossil fuel investments, born at the 'wrong' time, changes to two-member SMSFs, too many households missing out on advice, the not-so-idle retirement, and fine music.

Searching for the post retirement silver bullet

The ideal post retirement product for many combines capital protection with the potential for growth, without high fees and capital charges. The search for the silver bullet goes on.

The financial risks of fossil fuel investments

Looking at the big picture, the world will gradually move away from fossil fuels to renewable energy. Progress will be slow and timing uncertain, but investments will need to adapt to the change in energy usage.

Hey, what have you got against late 60s babies?

Is it paranoia, or are the goal posts always changing for Generation X? Read the musings of a disgruntled Gen-Xer, lifting the lid on our government's secret plan to thwart her kind at every turn.

How do you change a two-member SMSF?

The majority of SMSFs have just two members, typically husband-wife. One of the most common problems with an SMSF is what happens if one member dies or becomes incapacitated.

Millions of households are missing out on good financial planning

A broader study of household financial situations reveals that quality financial advice eludes the very people who would benefit from it most. Every Australian should have equitable access to our financial system.

Retirement is not for bludgers

With years in retirement increasing and the tendency of modern retirees to be fitter and healthier, we find there's more to life than sitting back and watching the world go by. In fact, it's almost impossible.

Making money while orchestrating great music

Markets have become instrumental in finding new ways for investors and philanthropists to make a social impact with the potential for good returns.

Most viewed in recent weeks

16 ASX stocks to buy and hold forever, updated

This time last year, I highlighted 16 ASX stocks that investors could own indefinitely. One year on, I look at whether there should be any changes to the list of stocks as well as which companies are worth buying now. 

UniSuper’s boss flags a potential correction ahead

The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.

2025-26 super thresholds – key changes and implications

The ABS recently released figures which are used to determine key superannuation rates and thresholds that will apply from 1 July 2025. This outlines the rates and thresholds that are changing and those that aren’t.  

Is Gen X ready for retirement?

With the arrival of the new year, the first members of ‘Generation X’ turned 60, marking the start of the MTV generation’s collective journey towards retirement. Are Gen Xers and our retirement system ready for the transition?

Why the $5.4 trillion wealth transfer is a generational tragedy

The intergenerational wealth transfer, largely driven by a housing boom, exacerbates economic inequality, stifles productivity, and impedes social mobility. Solutions lie in addressing the housing problem, not taxing wealth.

What Warren Buffett isn’t saying speaks volumes

Warren Buffett's annual shareholder letter has been fixture for avid investors for decades. In his latest letter, Buffett is reticent on many key topics, but his actions rather than words are sending clear signals to investors.

Sponsors

Alliances

© 2025 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.