Articles by Penny Pryor

ASIC, financial advice, SMSFA, Superannuation

SMSFA backs ASIC super warning

The SMSF Association has supported ASIC’s warning for people to be on high alert for cold callers encouraging them to switch their super.

read more
Estate Planning, financial advice

New digital estate planning service launches

fintech, Yodal, tele-estate planning, concierge service, financial advice, estate plan, digital estate planning, Steve Judd, Ian Tindale

Fintech Yodal’s new tele-estate planning concierge will help advisers deliver estate planning services at scale.

read more
Education, financial advice

Intensive study offered for lagging advisers

Kaplan Professional, financial adviser, education requirements, experience pathway, Brian Knight, deadline

A financial services education provider has created an intensive study program for financial advisers to help them meet the 31 December 2025 deadline.

read more
Contributions

Contribution splits apply to carry-forward cap

SMSF, self managed superannuation fund, self managed super, carry-forward unused concessional contributions, contribution splitting, Colonial First State, concessional contributions cap, Linda Bruce, Craig Day

Advisers using contribution splitting strategies should be clear as to which cap the legislation refers and can apply it prospectively if they wish.

read more
ASIC, fraud, Investments

ASIC cautions licensees on share fraud

ASIC, guidance, Australian financial services licensees, Information Sheet 237, INFO 237, share sale fraud, Simone Constant, due diligence

The corporate regulator is asking licensees to be vigilant, given share sale fraud has jumped sevenfold in recent years.

read more
Auditing, Technology

Div 296 means auditors need tech

self managed super, self managed superannuation, SMSF, Division 296, auditors, Sharesight, Doug Morris, SMSF portfolio, $3 million threshold

The proposed Division 296 tax will create more work for SMSF auditors, meaning they need to look at how technology can make their lives easier.

read more
Education, financial advice, Financial Planning

Technical skills more important than ever

self managed super, self managed superannuation, SMSF, SMSF Association, Technical Summit, Peter Burgess, Louise Biti, Bryce Figot

The SMSF Association is focusing its Technical Summit on helping practitioners deal with difficult real-world scenarios.

read more
Business News

Bright honoured with scholarship

Greg Bright, scholarship, Fund Executives Association Limited, FEAL, Philippa Honner, Evolution Media Group, Vanessa Stoykov, Brian Delaney

An organisation for superannuation fund executives has launched a scholarship to recognise the legacy of the late Greg Bright.

read more
AFCA, financial advice, Financial Planning

AFCA should name and shame

SMSF Association, Australian Financial Complaints Authority, AFCA, publicise determinations, unpaid determinations, Compensation Scheme of Last Resort, CSLR, Peter Burgess, submission

Major professional bodies say the threat of publication will provide bad actors with an additional incentive to pay their AFCA fines.

read more
ASIC, financial advice, Superannuation

Rollover-linked firm has licence cancelled

self managed super, self managed superannuation, SMSF, Australian Securities and Investments Commission, ASIC, Shield Master Fund, licence, cancelled, Financial Services Group Australia, Graham Holmes, banned, Ferras Merhi, investigation, First Guardian Master Fund

ASIC has cancelled the licence of a firm that provided advice regarding the Shield Master Fund and also banned its responsible manager.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.