Articles by
Barbara Drury
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How to create an investment portfolio in retirement
Structuring an investment portfolio designed to support you throughout retirement is a different challenge to the strategies you used to build wealth during your working life.
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The Sharpe Ratio: Risk-adjusted returns and your super
We all want to earn top notch returns from our super fund, but at what level of risk? This is how you find the sweet spot.
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How to benchmark your super fund
If you’re unhappy with your super fund’s performance, it’s getting easier to check how it stacks up against the best of the rest. We explain how.
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Dixon Advisory’s fall from grace: 4 lessons for all investors
When Dixon Advisory collapsed, it left a trail of aggrieved SMSFs and investment losses. It’s a saga we can all learn from.
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3 very different types of retirement
Once you’ve blown out the candles on your 60th birthday cake, retirement beckons. Or does it? For many Australians, the path to retirement has twists and turns they never imagined.
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2021 year in review, 2022 year in preview
In another year dominated by COVID-19 disruptions to lives and livelihoods, investors have much to celebrate.
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Super funds with the lowest fees
Discover the cheapest super funds overall, funds with the lowest fees for each investment category, as well the most expensive super funds.
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SMSFs structures: Corporate or individual trustee?
Corporate trustees are becoming increasingly popular with SMSFs, but an individual trustee structure also has its merits.
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Your Future, Your Super: What it means for you
After much haggling, the Government’s latest package of super reforms aimed at tackling high fees and low performance has passed through parliament.
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2020–21 year in review: A dramatic recovery
After the coronavirus recession of early 2020, the strength of the economic recovery and investment returns defied all expectations, in a good way.
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Member services: What separates the best super funds from the rest?
Member services have the potential to rev up your super returns, so check what’s on offer.
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Super fund fees: Do lower fees mean better net returns?
Fees are important, but they are not the only thing driving superannuation’s investment returns.
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2020 year in review, 2021 preview
After a tumultuous year that rocked lives and livelihoods, investors have cause for cautious optimism in the year ahead.
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2019-20 year in review
It was a year when it felt like an achievement just to make it to the other side.
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The SMSF trustee declaration explained
An SMSF trustee declaration is an Australian Taxation Office (ATO) document that summarises the duties and obligations of an SMSF trustee or director.
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2019 year in review
Shares at record highs and interest rates at record lows. One of the defining aspects of 2019 was the flight to higher risk assets in pursuit of higher returns.
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2018-19 year in review
As we look back over the 2018/19 financial year, it was a year in two halves.
