Articles by Penny Pryor

Retirement

Required super savings hits record

The estimated amount of superannuation a person needs to support a comfortable lifestyle in retirement has hit a record level.

The estimated amount of superannuation a person needs to support a comfortable lifestyle in retirement has hit a record level.

read more
Technology

AI use needed with proper safeguards

Good technical knowledge has to be complemented with technology to properly service SMSF clients, but the associated risks require attention.

Good technical knowledge has to be complemented with technology to properly service SMSF clients, but the associated risks require attention.

read more
ATO, Auditing

In-house audits still on ATO radar

The ATO has found the number of in-house audits carried out by registered SMSF auditors is still too high.

The ATO has found the number of in-house audits carried out by registered SMSF auditors is still too high.

read more
SMSF

Millennials, Gen X dominate new establishments

Superannuants under 60 make up the largest proportion of a record number of new SMSF establishments.

Superannuants under 60 make up the largest proportion of a record number of new SMSF establishments.

read more
financial advice, Retirement, Technology

Challenger partners with advice tech firm

Challenger has partnered with an advice technology firm to drive the development of a platform that will model lifetime income strategies.

Challenger has partnered with an advice technology firm to drive the development of a platform that will model lifetime income strategies.

read more
Management, Practice Management, Strategy

Salter Brothers bolsters M&A capability

Salter Brothers has announced a partnership with International Mergers and Acquisitions Partners that will strengthen its M&A services.

Salter Brothers has announced a partnership with International Mergers and Acquisitions Partners that will strengthen its M&A services.

read more
Administration, Technology

Alliance provides access to AI platform

A new partnership within the SMSF sector has been formed that will provide access to an AI platform to service providers.

A new partnership within the SMSF sector has been formed that will provide access to an AI platform to service providers.

read more
Investments, Property, Residential Property, Retirement, Tax

CGT reform must take macro view

IFPA has called on the government to look beyond the CGT discount if it is aiming to reform this area of the Australian taxation system.

IFPA has called on the government to look beyond the CGT discount if it is aiming to reform this area of the Australian taxation system.

read more
Division 296, Retirement, Tax

AIR calls for new tax carve-out

A consumer advocacy group wants self-funded retirees who have already structured their retirement to be exempt from the Division 296 tax.

A consumer advocacy group wants self-funded retirees who have already structured their retirement to be exempt from the Division 296 tax.

read more
ETFs

New active cash ETF enters market

VanEck has launched an actively managed cash ETF to assist investors in protecting their wealth from higher inflation levels.

VanEck has launched an actively managed cash ETF to assist investors in protecting their wealth from higher inflation levels.

read more

Copyright © SMS Magazine 2026

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.