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Home / Archives for Barbara Drury / Page 6

Articles by Barbara Drury

Barbara is a financial journalist and author with over 30 years’ experience in Australia and the UK. She is a contributor to The Sydney Morning Herald and The Age Money section, and has worked for the Australian Financial Review and The Australian.

Barbara is the author of Alan Kohler’s Eureka Report Guide to Personal Investing, Sorting Out Your Finances for Dummies and Personal Finance for Dummies and co-author of Investing for Dummies with James Kirby.

PremiumRules of thumb: Do these popular retirement planning hacks measure up?

Rules of thumb: Do these popular retirement planning hacks measure up?

December 20, 2021

One of the first questions people raise when they’re thinking about retirement is whether they can afford it. Some simple rules of thumb aim to act as a guide.

PremiumAccessing super: Reaching preservation age and retiring

Accessing super: Reaching preservation age and retiring

December 4, 2021

If you are itching to retire but not sure if you can start drawing on your super, you need to understand which hoops you need to jump through and when.

Early release of super due to temporary incapacity

Early release of super due to temporary incapacity

December 3, 2021

If you are temporarily unable to work due to physical or mental ill-health issues, you may be able to access some of your super.

PremiumHow to prepare for an SMSF auditor and fill in your SMSF tax return

How to prepare for an SMSF auditor and fill in your SMSF tax return

November 29, 2021

Just because you’ve chosen a DIY fund, doesn’t mean you have to do everything yourself. But if you choose to do most of the work, there are legal hoops to comply with.

PremiumSMSFs structures: Corporate or individual trustee?

SMSFs structures: Corporate or individual trustee?

November 29, 2021

Corporate trustees are becoming increasingly popular with SMSFs, but an individual trustee structure also has its merits.

PremiumGuide to SMSF trust deeds

Guide to SMSF trust deeds

November 29, 2021

Before you set out on your SMSF journey, you will need a road map known as a trust deed.

PremiumGuide to SMSF audits

Guide to SMSF audits

November 29, 2021

An annual audit is one of the necessary chores associated with running an SMSF, but it can save trustees from inadvertent and costly breaches of the rules.

PremiumMind over matter: The psychology of retirement planning

Mind over matter: The psychology of retirement planning

November 17, 2021

When it comes to complex decisions about our future financial security, we often shoot ourselves in the foot. But a little self-knowledge can go a long way.

PremiumSuper strategies after losing your spouse: What are the rules?

Super strategies after losing your spouse: What are the rules?

November 17, 2021

Deciding whether to take your partner’s super death benefits as a lump sum, pension or a bit of both requires careful planning; the earlier the better.

PremiumWhat concession cards are available for seniors and pensioners?

What concession cards are available for seniors and pensioners?

November 17, 2021

A world of potential concessions and discounts opens up once you hit your 60s, even if you are not eligible for the Age Pension. We explain who gets what.

Retirement age calculator: When can you access your super or the Age Pension?

Retirement age calculator: When can you access your super or the Age Pension?

November 17, 2021

You may be able to retire whenever you choose in Australia, but age matters if you want to tap into your super or apply for the Age Pension.

SMSF statistics: 1.1 million members with $822bn in super

SMSF statistics: 1.1 million members with $822bn in super

November 15, 2021

The number of SMSFs in Australia has continued to rise in recent years, along with average individual member and overall fund balances. The majority of SMSFs have been operating for more than ten years and have corporate trustees, with this structure becoming very popular since 2015.

What is a self-managed super fund (SMSF)?

What is a self-managed super fund (SMSF)?

November 15, 2021

Controlling your own financial destiny is an appealing prospect for many Australians, but it’s important to understand the costs as well as the benefits.

PremiumSMSF setup guide: 9 steps you need to follow

SMSF setup guide: 9 steps you need to follow

November 15, 2021

SMSFs offer more control than other super funds, but strict rules apply. Follow our 9-step guide to ensure your fund complies with all your legal obligations from the outset.

PremiumWhat are unrestricted and restricted non-preserved super benefits?

What are unrestricted and restricted non-preserved super benefits?

November 10, 2021

If you have ever wondered why your super fund breaks down your balance into preserved and two types of non-preserved amounts, this explainer is for you.

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