Articles by
Penny Pryor
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What is a core and satellite investment strategy?
Many SMSF trustees use this simple approach to help create a diversified investment portfolio.
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Super news for February 2024
Calls for simpler retirement solutions, better SMSF record keeping, and improved super fund compliance and transparency; and more SMSF auditors disqualified.
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Super news for January 2024
Scam-related complaints at record levels, SMSF penalties for non-compliance set to rise again, Super Consumers Australia gets government funding, Northern Trust Asset Management fined for misleading investors, Loose diamonds not collectable assets, Draft legislation released for climate reporting.
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Super news for December 2023
New super fund data confirms largest super funds, Focus on retirement income, access to advice and super performance tests; ATO scam alert; Retirees’ cost of living increases; Funds fined for fees for no service.
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Super news for November 2023
ASIC ramps up compliance action, AustralianSuper to vote against Origin offer, and super balances less than comfortable.
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What you need to know about six-member SMSFs
Take-up of six-member funds is small but growing due to the unique opportunities they can offer.
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Super news for October 2023
The Federal Government has opened consultation on payday super and introduced draft legislation for its new super tax.
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What retirees need to understand about property insurance
An increased risk of bushfires this summer means you need to make sure you have enough insurance in place to cover any losses.
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Super news for September 2023
AustralianSuper fails multiple account holders, Draft super objective, ART begins CEO search, Experience counts for advisers, Tax trap for super switchers, Retirement outcomes in ASIC’s sights.
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Super news for August 2023
Super complaints rise, Using super for aged care, SMSF penalties increase, ASIC sues Dixon Advisory, alleges greenwashing at Vanguard and Active Super, Aware Super offers term deposits, Funds urged to improve retirement offerings.
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Super news for July 2023
Super fund trustees falling short, SG rate poorly understood, Calls to close the super gender gap, Compensation Scheme of Last Resort launches, Scammers on notice, OnePath penalty, APRA told to lift its game.
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Five 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.
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SMSFs: How to start a pension
Starting a pension from your SMSF involves some paperwork, but it’s not too onerous if you follow these guidelines.
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SMSF annual admin checklist
Use this handy printable checklist to make sure you’re on top of your SMSF admin requirements.
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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.
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Hitting your peak later in life (and planning for the lows)
Some things get better with age and some things, unfortunately, don’t. Putting in place a plan to deal with cognitive decline early on, can help with better wellbeing throughout your retirement.
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Super news for June 2023
Retiree living costs outpace inflation, Spaceship Super stop order, Time to check your super, Roadmap for financial advice reforms, AustralianSuper cuts insurance costs, ETFs booming.
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Super news for May 2023
Men hit hardest by super tax changes, Payday super benefits, SMSFs performing well, Greenwashing under scrutiny, Rise of unlisted assets
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