Penny Pryor

  • Super news for November 2024

    Super news for November 2024

    The Trump effect on markets, Under-18s missing out on super, Cbus slammed for claims delays, Retirement attitudes changing.

  • Super news for October 2024

    Super news for October 2024

    Payday super toughened, SMSFs take to pension phase, Vanguard’s $12.9 million greenwashing penalty, Tax deductible advice fees.

  • SMSF insights 2024: Div 296, Superstream, ETFs and more

    SMSF insights 2024: Div 296, Superstream, ETFs and more

    Tim Steele, CEO of Class, talks through key insights from their 2024 Annual Benchmark report, including the potential tax liability impact of Div 296, the challenges of Superstream, how ETFs are increasing in popularity, and some of the ways that SMSF trustees differ from members of public super funds.

  • Super news for September 2024

    Super news for September 2024

    Aged care reforms, Opposition to Coalition’s paid parental leave amendments, Funds urged to engage with millenials, Unpaid super surges.

  • How to record SMSF minutes

    How to record SMSF minutes

    Recording minutes of your SMSF decisions and resolutions is not only a good habit to get into, it’s a legal requirement. Here’s how it’s done.

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  • Super news for August 2024

    Super news for August 2024

    Call for rethink on the family home in retirement planning, Mercer’s $11.5 million greenwashing fine, and pressure mounts for DV reform

  • Super news for July 2024

    Super news for July 2024

    First tranche of financial advice reform laws passed, criminals targeting previous victims of scams, and investors continue to favour ETFs.

  • The small business CGT retirement exemption explained

    The small business CGT retirement exemption explained

    There are two ways you can use the sale proceeds from a business to boost your super, and the CGT retirement exemption is one of them.

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  • Quiz: Boosting your super with super contributions

    Quiz: Boosting your super with super contributions

    Take the following 10-question quiz to test your knowledge on boosting your super with superannuation contributions.

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  • How to wind up an SMSF

    How to wind up an SMSF

    When you set up an SMSF, it’s a good idea to have an exit plan and an understanding of the winding up process.

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  • What does SuperStream mean for my SMSF?

    What does SuperStream mean for my SMSF?

    SuperStream is a data and payment standard for super funds that makes it much easier to collect contributions and pay rollovers – even for SMSFs.

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  • Super news for June 2024

    Super news for June 2024

    Active Super made misleading ESG claims, Super assets up 11.3% in 12 months, ATO urges funds to protect members against scams

  • Super news for May 2024

    Super news for May 2024

    Active v passive update, Super advice fees too high, Super for housing debate, Scam losses falling.

  • How to add a new member to your SMSF

    How to add a new member to your SMSF

    Now that SMSFs can have six members instead of four, here’s a refresher on the process involved in adding new members and some of the issues to weigh up.

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  • Super news for April 2024

    Super news for April 2024

    Financial advice reforms, SMSF trustees disqualified, Super for housing plan criticised, Australian Super’s new lifetime income product, Greenwashing conviction, Focus on super fund expenses.

  • Super news for March 2024

    Super news for March 2024

    Super on parental leave, aged care report, retiree budgets squeezed, SMSF illegal access soars, purpose of super endorsed, scams decrease.

  • Protecting your super from cyber attacks and scams

    Protecting your super from cyber attacks and scams

    Super scams are increasingly sophisticated and on the rise so it pays to learn how to detect and avoid them.

  • 7 retirement mistakes you don’t want to make

    7 retirement mistakes you don’t want to make

    From checking your eligibility for the Age Pension to understanding your life expectancy, avoiding these common mistakes could give your retirement income a big lift.

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