Articles by
Barbara Drury
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How inflation affects your retirement income
Of all the risks surrounding your retirement income, from market volatility to overspending, inflation can fly under the radar.
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Retirement planning for couples
Super can’t be held in joint names, but it does provide opportunities for couples to maximise their combined tax-free retirement income and streamline estate planning.
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Rethinking the role of your home in retirement
Home ownership provides a sense of security and wellbeing in retirement, but it could also be a potential source of income.
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How the rich invest
Wealthy Australians have surfed the wave of strong investment returns in 2025, with a disciplined approach and a growing appetite for alternative investments.
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Super funds of the year awards: Best super funds for 2025–26
While returns are important, they are not the only ingredient in a top super fund, as these annual awards show.
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Pension fund of the year 2025-26: What makes a winner?
As the Baby Boomer bubble enters retirement, attention is shifting to the retirement phase of super and which funds offer the best pension products and member services.
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Super pension funds put to the test
A new consumer-friendly review of pension funds reveals which funds are ticking all the right boxes.
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3 very different types of ‘retirement’
Today’s 60- and 70-somethings are reinventing retirement, easing into it with a focus on finding meaning and purpose in flexible part-time work, volunteering and new activities.
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Retiring overseas: Implications for your super and tax
Escaping to a dream location where the living is easy can be tempting for cash-strapped retirees, but there are some practical issues to be aware of before you make the leap.
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How a transition to retirement (TTR) pension works
If you’re over 60 and not ready to retire but would like some extra cash to top up your super or wind back your working hours, then a TTR pension could help.
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SMSF investment rules: Collectables and personal use assets
An ATO crackdown on asset valuations is putting pressure on SMSFs with collectables to take stock.
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SMSF statistics: 1.2 million members with $1 trillion in super
The size of the self-managed super fund sector continues to grow in terms of members and assets, at the expense of all but industry super funds.
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What type of people have SMSFs?
If you think SMSFs are just for old wealthy Australians, think again. Increasingly, younger people and women are also embracing the self-managed ethos.
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How do ETFs compare to LICs/LITs and managed funds?
Managed investments offer instant diversification, but there are important differences between the types of funds on offer – from cost to legal structure.
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Lifecycle super funds: What they are and how they perform
Lifecycle funds are designed to reduce risk as you near retirement without sacrificing returns; recent research shows many do just that but you need to know what to look for.
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The big picture: Focus on super’s long-term returns
They say a picture is worth a thousand words, so we’ve created a visual representation of super’s value in the long run.
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SMSF investing: 20 most popular LICs/LITs
Listed 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 managed funds
Traditional managed funds have been partially eclipsed by the rise of ETFs, but they remain core holdings for many SMSF investors looking to diversify.
