Articles by
Barbara Drury
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The big picture: Focus on super’s long-term returns
UpdatedThey 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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How do I transfer a UK pension to an Australian super fund?
UpdatedIt can make sense to bring your UK pension funds home to Australia, but the process is far from straightforward. We explain how it’s done.
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Which SMSF expenses are tax deductible?
UpdatedThe expenses associated with running your own super fund can add up, so it’s important to understand which expenses you can, and can’t, claim as a tax deduction.
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My retirement planning diary (Part 6): Light at the end of the tunnel
UpdatedIn the final instalment of my retirement diary, I review my progress and set the date.
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How to plan your spending through the 3 stages of retirement
UpdatedFar from being one long holiday, retirement tends to be a tale in three acts, with different spending patterns along the way.
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What are the risks and benefits of getting financial advice?
UpdatedQuality, affordable advice can make an enormous difference to your retirement outcomes, but it pays to know how to sort the good from the bad and downright ugly practices.
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My retirement planning diary (Part 5): The psychology of retirement
UpdatedWith so much focus on having enough savings to retire, it’s easy to forget what it’s all for – living!
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8 warning signs of a dodgy financial adviser
UpdatedBad financial advisers are thankfully the exception rather than the rule, but they do exist so it pays to be aware of some common red flags.
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My retirement planning diary (Part 4): Crunching the numbers
UpdatedNow that I have a retirement income target in mind, it’s time to buckle up and test drive some retirement income calculators to see if my target is achievable.
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What to teach your (big) kids about super
UpdatedIf your kids are old enough to have scored their first fulltime or part-time job, now’s the time to pass on everything you wish you’d known about super at their age.
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How to find a super financial adviser
UpdatedThere are times in life when the right financial advice could prove invaluable, but it’s important to know what you are looking for and where to find it. Here’s how.
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My retirement planning diary (Part 3): How much am I likely to spend in retirement?
UpdatedIt’s easy to obsess about your super balance in the run-up to retirement, but how much you have is meaningless unless you know what you need.
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My retirement planning diary (Part 2): My super fund-amentals
UpdatedAfter deciding I would retire this year, volatile global markets have forced me to review my plans. In part 2 of this series, I review my super investments and my approach to risk.
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How much does financial advice cost?
UpdatedMany Australians who admit they need financial advice are reluctant to get it due to the perceived cost, but are they right? We look at what’s available and what it costs.
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My retirement planning diary (Part 1): Donald you shrunk my retirement!
UpdatedAfter deciding I would retire this year, the current market turmoil has put a Trump-sized hole in my plans. If you’re in the same boat, come along for the ride as I review my situation over the coming months.
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Choosing a super fund: Does size really matter?
UpdatedSize can be an advantage when it comes to economies of scale and investment clout, but big is not always better.
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Mind over matter: The psychology of retirement planning
UpdatedUnderstanding your own cognitive biases is the first step to taking control of your retirement, and making smarter super decisions.
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What to do if the market tanks and you’re retired, or close to it
UpdatedVolatile markets make it hard to plan ahead, but a good retirement plan can help you avoid panic-selling your super.
