Articles by
Barbara Drury
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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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Age Pension calculator (July 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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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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Pension fund performance: Monthly returns to June 2026
Pension funds capped off FY26 with the median Growth option up 10.8% for the year, extending a strong run despite Middle East tensions and lingering inflation concerns.
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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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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.
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How superannuation is taxed: Super for beginners guide
Super is a very tax-effective vehicle for your retirement savings, but no-one said the taxation of super was simple. Here’s a quick overview.
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How do tax-deductible superannuation contributions work?
Find out whether claiming a tax deduction for personal contributions could be the right strategy for you.
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How a transition to retirement (TTR) pension works
If you’re over 60 and not ready to retire but want extra cash to top up your super, a transition to retirement (TTR) pension could help.
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The benefits of contributing extra to super earlier in life
Even small personal contributions can supercharge your retirement savings once compound interest and tax do the heavy lifting.
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How superannuation works: Super for beginners guide
Never quite understood how super works? This beginner’s guide has superannuation explained: what it is, how much you get and how to grow it.
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How to start a super pension and what to consider first
The process, benefits, and options available.
