Articles by Penny Pryor

Compliance, Legislation, Regulation

Compassionate release warning issued

A joint warning from two industry regulators has been released to address the inappropriate early release of super benefits on compassionate grounds.

A joint warning from two industry regulators has been released to address the inappropriate early release of super benefits on compassionate grounds.

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ATO, Compliance, Valuations

ATO calls out two aspects of compliance

The ATO has highlighted two areas of compliance continuing to present challenges for trustees, raising the concerns of the regulator.

The ATO has highlighted two areas of compliance continuing to present challenges for trustees, raising the concerns of the regulator.

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Division 296, Superannuation, Tax

Two significant Div 296 victories

The SMSF Association has expressed its relief over the changes to the Division 296 tax, especially those regarding the calculation of the impost.

The SMSF Association has expressed its relief over the changes to the Division 296 tax, especially those regarding the calculation of the impost.

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Division 296, Superannuation, Tax

New tax dominating adviser queries

The BT technical team continues to field numerous queries from advisers about strategies for the Division 296 tax and death benefit nominations.

The BT technical team continues to field numerous queries from advisers about strategies for the Division 296 tax and death benefit nominations.

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ETFs, Investments

New partnership launches ETF suite

JP Morgan Asset Management and Vanguard have partnered to launch a suite of new ETFs combining both active and passive strategies.

JP Morgan Asset Management and Vanguard have partnered to launch a suite of new ETFs combining both active and passive strategies.

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Investments, Technology

Hub24 creates new reporting solution

The Hub24 platform has upgraded its client reporting technology to facilitate the much faster generation of investment reports.

The Hub24 platform has upgraded its client reporting technology to facilitate the much faster generation of investment reports.

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financial advice, Financial Planning

AFCA super rules need reforming

The FAAA has called for the Australian Financial Complaint Authority to reconsider its rules regarding actions against superannuation funds.

The FAAA has called for the Australian Financial Complaint Authority to reconsider its rules regarding actions against superannuation funds.

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financial advice, Financial Planning

Advised Australians increasingly confident

Australians receiving financial advice are increasingly more confident about their financial future than those who are not advised.

Australians receiving financial advice are increasingly more confident about their financial future than those who are not advised.

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ETFs, Investments

Betashares adds to geared ETF suite

ETF provider Betashares has added a fourth fund to its geared Wealth Builder range, which will offer broad exposure to global shares.

ETF provider Betashares has added a fourth fund to its geared Wealth Builder range, which will offer broad exposure to global shares.

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Crypto Assets, Digital assets

Cryptocurrency remains an SMSF niche

Interest in crypto investments may be increasing, but the number of SMSF funds investing in the asset class remains small.

Interest in crypto investments may be increasing, but the number of SMSF funds investing in the asset class remains small.

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