Articles by
Barbara Drury
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3 very different types of ‘retirement’
UpdatedToday’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
UpdatedEscaping 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
UpdatedAn 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
UpdatedThe 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?
UpdatedIf 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?
UpdatedManaged 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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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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What age should I retire?
UpdatedThere are no hard and fast rules around when you can retire, but there are practical issues to consider and money is just one of them.
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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.
