Articles by
Barbara Drury
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Retirement planning is about more than money
A healthy super balance helps, but living life to the full in retirement also requires a sense of purpose and meaning.
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Which super funds offer income for life?
If you’re worried about running out of super, a lifetime pension may offer not only income for life but more Age Pension to boot.
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Choosing an SMSF service provider
Most SMSFs will need to outsource some of their financial, legal and administrative tasks to professionals, so it’s important to know what to look for and what to avoid.
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SMSFs structures: Corporate or individual trustee?
Individual or corporate trustee. Which structure is more appropriate for you and do you know the advantages and disadvantages of each?
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The taper trap: Super and the Age Pension assets test
A quirk of our retirement income system can leave retirees with middling a super balance worse off than a full Age Pensioner. But there are ways to increase Pension entitlements
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2025 year in review, 2026 year ahead
It was a year when hope triumphed over uncertainty on financial markets, with all major asset classes – and super funds – delivering positive returns.
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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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Epic Retirement Tick: Which pension funds pass the test?
The Epic Retirement Tick rates funds on 18 measures, not just fees and performance. See which six funds passed, and which didn’t.
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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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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.
