Articles by
Barbara Drury
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Pension fund performance: Monthly returns to July 2026
Pension funds made a modest start to the new financial year in July, with the median Growth fund up 0.3%.
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Age Pension calculator (September 2026 update)
Our Age Pension calculator gives you an estimate of your potential Age Pension entitlements based on your situation, assets and income.
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Age Pension income test rules (from September 2026)
A common question for those nearing or in retirement is “How much can a pensioner earn before it affects the pension?”.
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Age Pension assets test rules (from September 2026)
Age Pension assets test limits change three times a year, but your family home is never counted. Check the latest limits and what else is included.
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Age Pension rates (from September 2026)
Age Pension rates are rising again, but how much you actually get depends on your assets and income. Check the latest rates and figures.
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Deeming rates and calculator for the Age Pension income test
Current deeming rates and thresholds for the Age Pension income test. See exactly how your assets are assessed.
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Super fund performance reckoners: Monthly returns for 5 investment categories
In our reckoner below you can view the median monthly investment returns for 5 superannuation investment options going back to January 2016.
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Which Australian super funds accept KiwiSaver transfers?
Only a handful of Australian super funds accept KiwiSaver transfers, so it pays to know the rules and caps before moving your savings across the Tasman.
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The 5 types of super funds explained
Knowing what type of super fund you’re in can make a lot of difference in retirement, so it’s worth checking if you haven’t already.
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How does SAPTO work? (Senior Australians and Pensioners Tax Offset)
Eligible pensioners could be in for a small but welcome financial sweetener come tax time, thanks to this little known tax offset.
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Super fund mergers: What does it mean for members?
If your fund is involved in a merger, don’t panic. You could end up better off, but you do need to make sure your new fund is still a good fit.
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SMSF reporting and record-keeping requirements
SMSFs have many attractions but keeping up with the admin is not one of them. Here’s what you need to know to stay on the right side of the law.
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Where to find retirement income in addition to super
While a healthy super balance is comforting, in practice your retirement income is likely to come from a variety of sources.
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What concession cards are available for seniors and pensioners?
If you are a pensioner, self-funded retiree or still working in your 60s, don’t be shy; these concession cards are worth signing up for.
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How retirees are using home equity to boost income
If your retirement income falls short of your needs but you own your home, an equity release product can help bridge the gap.
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Consider these two risks before you start a super pension
With a little planning, you can ensure your retirement income lasts the distance, come what may.
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Key superannuation rates and thresholds for 2026-27
A new financial year brings updated thresholds for a range of super measures. Take a look at the new numbers to check for opportunities.
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Australian income tax brackets and rates (2026-27 and previous years)
See every Australian income tax bracket and rate for 2026-27. Clear tables, plain-English explanation, and previous years for comparison.
