Articles by
Barbara Drury
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How do SMSFs invest?
If you run your own SMSF, have you ever wondered where other SMSFs or mainstream funds invest their money? This is how.
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SMSF trust deeds: Rules, guidelines and updates
Your SMSF trust deed is your fund’s most important legal document, so it pays to get it right from the outset and to carry out regular health checks.
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Which super funds accept transfers from KiwiSaver accounts?
If you have savings in a KiwiSaver account, you can voluntarily transfer them to an Australian super fund under the provisions of a Trans-Tasman Retirement Savings Portability scheme that was introduced on 1 July 2013.
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SMSF investing: 20 most popular LICs/LITs
They may have lost ground to newer investment products such as ETFs, but listed investment companies and trusts are still prized by many SMSF investors.
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SMSF investing: 20 most popular managed funds
Despite the inroads made by ETFs in recent years, traditional managed funds remain popular with SMSFs seeking easy access to global shares and fixed interest.
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SMSF investing: 20 most popular international shares
While the number of SMSFs investing directly in global shares is still relatively small, the booming tech sector is attracting an increasing number of those that do.
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SMSF investing: 20 most popular Australian shares
SMSF investors continued their love affair with dividend-paying Australian shares in the year to June 2024, with all the usual suspects in the top 20.
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SMSF investing: 20 most popular ETFs
ETFs were the fastest growing asset class among SMSF investors in the year to June 2024, with a surge of inflows to international shares driven by booming tech stocks.
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Location the missing ingredient in retirement planning
When you start planning your retirement, where you live can be just as important as your super balance and have an even bigger impact on your quality of life.
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How do tax-deductible superannuation contributions work?
Making a tax-deductible super contribution can be a great way to boost your retirement savings. Find out whether they could be the right strategy for you.
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How much can I afford to spend in retirement?
Retirees often live more frugally than necessary due to fears their money will run out, but this simple rule of thumb could help many retirees spend and enjoy life more.
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Lifetime estimator calculator
Without knowing how long we will live, retirement income planning is difficult, to say the least. This calculator provides a personalised estimate, depending on your health and other factors.
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Why it can pay to put as much as possible into super
If your super balance is underwhelming, even small personal contributions can supercharge your retirement savings once compound interest and tax do the heavy lifting.
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Balanced, Growth, Defensive: What’s in a name?
If you are confused about the meaning of super investment option labels like Balanced, Growth and Defensive you’re not alone. Even the funds can’t agree.
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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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Top 10 Balanced super funds ranked by risk and return
Earning a good return on your super is important, but so is avoiding wild ups and downs when markets are volatile, especially when you are nearing retirement.
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How to invest according to your values and address climate risk in your SMSF portfolio
Climate change, sustainability, greenwashing – investing is a minefield these days but there are steps you can take to align your investments with your values.
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SMSF statistics: 1.1 million members with $869 billion 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.
