Articles by
Barbara Drury
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What are the Age Pension residency rules?
UpdatedOn 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: What’s changing and what to look for
UpdatedWhile 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
UpdatedYou’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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Asset valuation guidelines for SMSFs
UpdatedEnd 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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Super news for May 2026
UpdatedPerformance test updated, Free retirement planning tools, UniSuper cuts fees, Dodgy dental scams, Greenwashing fears, Telstra Super fail
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MySuper funds: What they are and who offers them
UpdatedDefault MySuper funds have been undergoing a makeover in recent years, with performance under the microscope and fees falling.
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Managing your SMSF in a downturn
UpdatedWith slower growth, higher inflation and volatile markets the order of the day, investors need a plan to help them navigate choppy waters.
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Retiring soon? Here are 6 questions you need to answer first
UpdatedFrom planning your income to where you will live, there’s a lot to think about in the run-up to retirement.
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Retirement income rules of thumb: Do they measure up?
UpdatedWorking out how much income you will need in retirement is no easy task, but some simple short cuts may provide an estimate to start the planning process.
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How to strengthen your retirement finances beyond super
UpdatedIf the rising cost of living is eating into your retirement savings, it’s time to review your budget and look for potential sources of additional income.
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Choosing a lifecycle option for your age group
UpdatedIf your super is invested in a lifecycle fund, or you are interested in exploring your options, SuperGuide’s new lifecycle comparison tool can help.
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SMSF minimum pension payments: Rules and strategies
UpdatedFor SMSF members in retirement phase, strict rules apply to minimum pension payments and breaches can be costly.
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SMSF returns are competitive with large funds
UpdatedSMSFs still underperform large super funds in years when markets are strong, but consistently beat the big end of town over five years.
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Minimum pension drawdown rates and rules (2026–27)
UpdatedAge-based minimum annual withdrawal rates apply to account-based pensions. Here’s how they are calculated.
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How much super do I need to retire?
UpdatedForget advice saying you need $1 million in super to retire. The amount you will need depends on your personal circumstances and preferences, and may be less than you think.
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When can I access my super? All conditions of release explained
UpdatedSuper is designed for retirement, but there are circumstances when you may be eligible to withdraw some or all of it early.
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What is the cost of living in retirement in Australia?
UpdatedOne of the challenges of retirement planning is working out how much income you will need to live the good life. Here are some tips to get you started.
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How to compare super funds in 7 easy steps
UpdatedIf you are considering switching funds, or choosing a fund for the first time, comparing funds has never been easier.
