Articles by Penny Pryor

financial advice, Financial Planning

CSLR 2026/27 levy up 82 per cent

The initial estimated CSLR levy relating to the 2027 financial year is $137.5 million, with $126.9 million relating to financial advice.

The initial estimated CSLR levy relating to the 2027 financial year is $137.5 million, with $126.9 million relating to financial advice.

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Investments

New partnership launches sustainable fund

Salter Brothers and Kilara Capital have teamed up to create a new Australian investment platform focused on ESG opportunities.

Salter Brothers and Kilara Capital have teamed up to create a new Australian investment platform focused on ESG opportunities.

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Retirement, Strategy

Longevity risk solution to be launched

Hub24 and TAL are set to launch a lifetime income solution aimed at addressing the longevity risk of Australian retirees.

Hub24 and TAL are set to launch a lifetime income solution aimed at addressing the longevity risk of Australian retirees.

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financial advice, Financial Planning

Adviser time efficiency a concern

Financial advisers are currently spending significantly more time on non-advice-related tasks than they estimate.

Financial advisers are currently spending significantly more time on non-advice-related tasks than they estimate.

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Compliance, Contributions, Legislation, Regulation, Superannuation

Call for Payday Super relief extension

Seven industry bodies have recommended the ATO extend transitional relief for the Payday Super reforms out to 30 June 2028.

Seven industry bodies have recommended the ATO extend transitional relief for the Payday Super reforms out to 30 June 2028.

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Compliance, Legislation, Practice Management, Regulation

FAAA launches AML/CTF solution

The FAAA is launching a new digital solution to help its members meet their AML/CTF customer due diligence requirements.

The FAAA is launching a new digital solution to help its members meet their AML/CTF customer due diligence requirements.

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Business News, Property

Thinktank completes $1b RMBS transaction

Non-bank lender Thinktank has completed a $1 billion RMBS transaction, representing its third capital markets deal in 2025.

Non-bank lender Thinktank has completed a $1 billion RMBS transaction, representing its third capital markets deal in 2025.

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ETFs, Infrastructure, Investments

Two new ETFs released to market

Two new ETFs have been introduced to the ASX, delivering investors greater opportunities in the global equities and infrastructure sectors.

Two new ETFs have been introduced to the ASX, delivering investors greater opportunities in the global equities and infrastructure sectors.

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Retirement

Serious retirement savings gap noted

Many Australians could be substantially underprepared for retirement, according to research by Fidelity International.

Many Australians could be substantially underprepared for retirement, according to research by Fidelity International.

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Compliance, Regulation, Superannuation

Complex super rules cost thousands

Australians could be retiring with thousands of dollars more if the superannuation system was simplified.

Australians could be retiring with thousands of dollars more if the superannuation system was simplified.

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