Articles by Penny Pryor

financial advice, Financial Planning, Regulation

New class of adviser an opportunity

The FAAA hopes draft legislation regarding the new class of adviser will be released soon so the industry body can work out the impact on the sector.

The FAAA hopes draft legislation regarding the new class of adviser will be released soon so the industry body can work out the impact on the sector.

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Investments

Salter Brothers expands market footprint

Salter Brothers has recently acquired private credit fund manager Causeway Asset Management, which will widen its private credit offering.

Salter Brothers has recently acquired private credit fund manager Causeway Asset Management, which will widen its private credit offering.

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financial advice, Financial Planning

FAAA wants CSLR levy capped at $20m

The FAAA has called on Treasury to apply the Compensation Scheme of Last Resort special levy across a broader range of sectors.

The FAAA has called on Treasury to apply the Compensation Scheme of Last Resort special levy across a broader range of sectors.

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financial advice, Financial Planning, Investments

Wealth management inquiry dumped

The FAAA will pursue other avenues of government investigation into financial product collapses after the inquiry into wealth management firms was scrapped.

The FAAA will pursue other avenues of government investigation into financial product collapses after the inquiry into wealth management firms was scrapped.

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ETFs, Investments, Markets

Betashares launches emerging markets ETF

Betashares has launched an ETF providing individuals with access to investment opportunities in global emerging markets.

Betashares has launched an ETF providing individuals with access to investment opportunities in global emerging markets.

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ASIC, Compliance, financial advice, Financial Planning

Financial services misconduct ongoing

The latest ASIC accounts of misconduct and website removals remain high with the regulator cautioning consumers to remain on alert.

The latest ASIC accounts of misconduct and website removals remain high with the regulator cautioning consumers to remain on alert.

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financial advice, Financial Planning

Adviser numbers up in 2026 income year

Financial adviser numbers are up, but there is still a large percentage of legacy planners saying no to the experienced provider pathway.

Financial adviser numbers are up, but there is still a large percentage of legacy planners saying no to the experienced provider pathway.

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Contributions

Work test exemption worth consideration

SMSF members between the ages of 67 and 75 should consider the work test exemption if planning to make a personal deductible contribution.

SMSF members between the ages of 67 and 75 should consider the work test exemption if planning to make a personal deductible contribution.

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financial advice, Financial Planning, Retirement

Advice builds confidence in retirement

New research has confirmed Australians who have received financial advice are much more confident about their retirement than those who have not.

New research has confirmed Australians who have received financial advice are much more confident about their retirement than those who have not.

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