Articles by
Barbara Drury and Robert Barnes
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Epic Retirement Tick 2026-27: Which pension funds pass the test?
UpdatedThe Epic Retirement Tick now assesses funds on 20 measures, not just fees and performance. Eight funds passed this year, three for the first time. See who made it and on what.
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What age should I retire?
UpdatedThere are no hard and fast rules around when you can retire, but there are practical issues to consider and money is just one of them.
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How to plan your retirement: A step-by-step guide (with template)
UpdatedA step-by-step guide to planning your retirement, from the lifestyle you want and what it will cost to the decisions still ahead. Includes our template for members.
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SMSF investing: 20 most popular Australian shares
UpdatedAustralian shares remain the largest asset class for SMSF investors, although the big four banks hold a smaller share of the money than a year ago.
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SMSF investing: 20 most popular managed funds
UpdatedFewer SMSFs hold traditional managed funds than ETFs, but they still hold nearly twice as much money, with close to half of it invested offshore.
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SMSF investing: 20 most popular LICs/LITs
UpdatedListed investment companies and trusts are facing stiff competition from cheaper ETFs and passive index funds, but have a place in many SMSF portfolios.
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SMSF investing: 20 most popular international shares
UpdatedDirect holdings in international shares grew in 2025–26, one of only two asset classes SMSFs increased their exposure to, with technology stocks taking four of the top five spots.
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SMSF investing: 20 most popular ETFs
UpdatedGen X and Millennials are fuelling SMSF investment in ETFs, with the value of holdings growing far faster than the number of funds buying them.
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Balanced, Growth, Conservative: What super fund labels don’t tell you
UpdatedNearly half of super labels don’t match their true risk category, based on our review of 251 investment options against their actual growth asset mix.
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Pension funds with the lowest fees (June 2026 update)
UpdatedPension fund fees vary widely by fund, investment option and balance size. Find out how funds compare and which options were cheapest.
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Super funds with the lowest fees (June 2026 update)
UpdatedSuper fund fees vary widely by fund, investment option and balance size. Find out how funds compare and which options were cheapest.

