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Home / Archives for Barbara Drury / Page 7

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.

PremiumWhat is the sole purpose test, and how does it work?

What is the sole purpose test, and how does it work?

November 10, 2021

For all its complexity, super boils down to one simple goal. Lose sight of that goal, and the ATO will come knocking.

PremiumHow do I transfer a UK pension to an Australian super fund?

How do I transfer a UK pension to an Australian super fund?

November 10, 2021

It 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.

PremiumHow does SAPTO work? (Senior Australians and Pensioners Tax Offset)

How does SAPTO work? (Senior Australians and Pensioners Tax Offset)

October 18, 2021

SAPTO can help retirees reduce their tax bill but working out whether you are eligible and for how much is far from straightforward.

Guide to the Low Income Tax Offset (LITO)

Guide to the Low Income Tax Offset (LITO)

October 18, 2021

Low-income earners may be eligible to reduce their tax bill by as much as $700, without lifting a finger. Check our guide to who’s eligible and for how much.

PremiumWhat on earth is an in specie transfer?

What on earth is an in specie transfer?

October 14, 2021

If you have ever wondered whether you can move shares or commercial property held in your own name into super, yes you can.

PremiumSMSF reporting and record-keeping requirements

SMSF reporting and record-keeping requirements

October 14, 2021

SMSFs have many attractions but keeping up with the admin is not one of them. Here’s what you need to know to stay on the right side of the law.

How to find your lost super

How to find your lost super

October 14, 2021

A government push to reunite people with their lost super is gaining traction, but there is still plenty of money left on the table.

What type of people have SMSFs?

What type of people have SMSFs?

September 28, 2021

While self-managed super funds have gone mainstream, the people who run them have some unique characteristics.

PremiumConsider these two risks before you start a super pension

Consider these two risks before you start a super pension

September 20, 2021

Market volatility and economic uncertainty can wreak havoc with retirement plans, so it’s important to develop strategies to manage the risks.

The big picture: Focus on super’s long-term returns

The big picture: Focus on super’s long-term returns

September 20, 2021

They say a picture is worth a thousand words, so we’ve created a visual representation of super’s value in the long run.

How superannuation is taxed: Super for beginners guide

How superannuation is taxed: Super for beginners guide

September 6, 2021

Super is arguably the most tax-effective retirement savings vehicle in the land, so it’s worth getting acquainted with the rules.

PremiumHow to curb the itch to switch

How to curb the itch to switch

September 2, 2021

Staying the course and seeking advice were winning strategies during last year’s market meltdown.

PremiumETFs: How do I use them and what do they cost?

ETFs: How do I use them and what do they cost?

August 26, 2021

It’s 20 years since ETFs first appeared on the local scene and their popularity with SMSF investors is soaring. We explain why.

PremiumIndependent financial advice: Why it’s important and how to find it

Independent financial advice: Why it’s important and how to find it

August 24, 2021

Recent legislation requiring advisers who are not independent to advise clients of the fact is a welcome move. But does it go far enough?

PremiumMultigenerational SMSFs: Benefits and pitfalls

Multigenerational SMSFs: Benefits and pitfalls

August 19, 2021

Now that six-member SMSFs are allowed, the question remains; should family members join forces or go their separate ways?

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