Articles by
Penny Pryor
-
SMSFs: What to do if you get a breach notification from the ATO
If your SMSF comes to the attention of the ATO for the wrong reasons, don’t panic; swift remedial action is generally the best policy.
-
Super news for July 2025
Super switching scams on the rise, Retirement standard rises as renter budgets added, Super satisfaction up, New super standard on insurance, Seniors support super system.
-
Starting an SMSF pension checklist
Running your own super fund offers greater control and flexibility when it comes to paying pensions, but there are still regulatory hoops to jump through.
-
Common financial mistakes SMSF trustees make just before retirement
There’s a lot to think about when you’re on the threshold of retirement, so it’s not surprising that mistakes are made and opportunities overlooked. Here’s what to watch out for.
-
Super news for June 2025
Super funds urged to improve cyber controls, AMP’s new lifetime income product, Industry opposition to Labor’s Div 296 tax increase.
-
SMSF investors: How to avoid getting scammed
Scammers are constantly finding new ways to part people with their money, so make sure you know what to watch out for.
-
How to boost your SMSF’s immunity to cybersecurity threats
As our super system and member balances grow, the cyber crooks targeting them are becoming more sophisticated. Forewarned is forearmed.
-
Super news for May 2025
Labor’s super to-do list, Financial advisers urge further reforms, In-house SMSF auditors warned, Transfer balance cap to rise, Future Fund performance.
-
Super news for April 2025
Super funds’ cybersecurity alert, ‘Stay calm’ amid market storm, Death benefits handling under fire, Financial advice reforms, ASIC scam alert.
-
Which asset classes are popular with SMSFs?
Control and flexibility are popular reasons for starting an SMSF, and a close look at where trustees are investing shows they are making good use of these attributes.
-
Super news for March 2025
AustralianSuper’s $27 million fine, Australia’s retirement savings juggernaut, Tighter super fund governance, Growing super insurance coverage.
-
How to invest in infrastructure through an SMSF
Thanks to a growing list of specialist managed funds, SMSFs can invest like the pros in big infrastructure projects.
-
Super news for February 2025
Push for lifetime annuities, Cbus in APRA’s sights, new retirement savings targets, Investment scams warning.
-
Writing your SMSF investment strategy (including templates)
As an SMSF trustee, your fund’s investment strategy is one of the most important documents you will ever create so it’s important to get it right.
-
Super news for January 2025
Support for payday super, Double digit super returns, Cash here to stay, Unlisted asset valuations
-
What laws do SMSFs need to adhere to?
Even if you outsource many of your fund’s administrative tasks, SMSF trustees still need to stay on top of super laws to avoid potentially large fines.
-
5 new year’s resolutions for your SMSF
After another wild year on investment markets, the summer break is a good time to review your SMSF and resolve to make it fit for whatever 2025 may bring.
-
Super news for December 2024
Legacy pensions legislation, Super retirement reforms, Call to stop abusers inheriting victim’s super, Fallout from Cbus payout delays, Super tops $4 trillion mark
