How do SMSF retirees invest?
Despite periodic criticism that SMSFs lack diversification, there is mounting evidence that proves otherwise.
Articles by Barbara Drury
What is the DVA (Department of Veterans’ Affairs) Service Pension?
Australia’s retired service personnel and their families receive similar entitlements to Age Pensioners, with some notable differences.
How does your super affect the Age Pension?
The amount you and your partner have in super can have a big impact on your Age Pension entitlements. We explain how.
What are the Age Pension residency rules?
The Age Pension is highly prized, but your eligibility and the amount you receive will depend on your residency status among other things.
Have you got an exit plan? The importance of estate planning
Most Australians want to leave an inheritance for their kids, but it’s important to ensure your wishes are carried out without a legal tussle.
When can I access my super? All conditions of release explained
While super is designed to provide income in retirement, there are circumstances when you may be eligible to withdraw some or all of your savings.
How to boost your SMSF balance with contributions reserving
By using a contributions reserving strategy, SMSFs can potentially double their annual contributions caps in a single year
Accessing super: Reaching age 65
You can access your super in Australia when you turn 65. It is the most straightforward condition of release. To apply for your super benefits you should contact your super fund.
Can I return to work after I access my super?
Just because you’ve retired and collected your super, doesn’t mean you can’t go back to work if you want to. Here’s what you need to know.
Pension fund performance to December 2021
Superannuation pension funds delivered another stellar stellar performance to retirees in the year to December 2021, with the median Growth fund (61–80% growth assets) up an impressive 15%.
SMSF returns are comparable to large funds
The performance of SMSFs relative to large APRA funds has always been contested, but new research shows SMSFs are competitive once their balance hits $200,000.
Dixon Advisory’s fall from grace: 4 lessons for all investors
When Dixon Advisory collapsed, it left a trail of aggrieved SMSFs and investment losses. It’s a saga we can all learn from.
Retiring overseas: Implications for your super and tax
Many Australians dream of retiring overseas for the endless holiday lifestyle or to be near family, but there’s a lot consider before you make the leap.
Top performing sustainable super funds (to December 2021)
Sustainable investment options are gaining traction among fund members, especially now that many outperform their fund’s default balanced option.
SMSF investment: 20 most popular ETFs
ETFs have exploded in popularity in recent years as more investors use them to build core portfolios, and SMSFs were early adopters.
