Articles by
Barbara Drury
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Tax-saving strategies for SMSF pensions
When and how you withdraw income from your super in retirement can have significant tax benefits.
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Am I eligible for the Age Pension?
A common question for Australians planning their retirement is if, and when, they will be eligible for the Age Pension.
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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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Age Pension assets test rules (from July 2026)
This guide details the rules and limits of the Age Pension assets test (how much your savings and other assets are worth), which is one half of the means test (along with the income test) that determines how much Age Pension you could be eligible for.
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Age Pension income test rules (from July 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 rates (March 2026 to 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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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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What government services are available for older Australians?
Retirees and older Australians, be sure to check out all the discounts, services and supports provided by the federal, state and territory governments.
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SuperGuide news for June 2026
Death benefits review, ATO protects super transactions from fraud, Super assets and mega funds on the rise, Ban on advertising super funds to new employees
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How the best super funds deliver on member services
While investment performance grabs the headlines, it’s member services that will help you make good decisions about your super that will pay off in retirement.
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Pension fund of the year 2026: What makes a winner?
If retirement beckons, it’s worth knowing which funds are best at addressing the needs of retired members.
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Super funds of the year awards: Best super funds for 2026
Find out which funds are delivering the best returns, products and services for their members.
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What are the Age Pension residency rules?
On top of an age requirement and income and assets tests, you also need to satisfy strict residency rules before you can claim a full or part Age Pension.
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Super pensions: Trends in payment frequency, flexibility, fees and more
While the introduction of lifetime income products has been painfully slow, super funds have been working on improvements to their existing pensions and member services.
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How to get ready for retirement if you own a business
You’ve worked hard to build your business, but when retirement beckons it’s time to fold your business plan into your personal retirement planning.
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What are annuities, and how can they help in retirement?
Modern annuities not only offer guaranteed income in retirement but some pay income for life and may increase your Age Pension entitlements.
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Asset valuation guidelines for SMSFs
End of financial year asset valuations are routine for SMSF trustees, but they will assume even more importance with the introduction of Division 296 tax.
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SuperGuide news for May 2026
Performance test updated, Free retirement planning tools, UniSuper cuts fees, Dodgy dental scams, Greenwashing fears, Telstra Super fail
