Articles by Penny Pryor

ASIC, Superannuation

Suspicious lead generation list grows

ASIC has added 19 groups to its list of entities involved in lead generation activities aimed at encouraging consumers to change their super fund.

ASIC has added 19 groups to its list of entities involved in lead generation activities aimed at encouraging consumers to change their super fund.

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Compliance, CSLR, Financial Advice, Financial Planning

IFPA calls for fairer CSLR

IFPA believes the current CSLR funding model places an unfair burden on financial advisers and managing investment schemes should be included.

IFPA believes the current CSLR funding model places an unfair burden on financial advisers and managing investment schemes should be included.

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AML/CTF

TPB issues AML/CTF factsheet

The Tax Practitioners Board has published a factsheet to help its members prepare for their inclusion in Tranche 2 of the AML/CTF regime.

The Tax Practitioners Board has published a factsheet to help its members prepare for their inclusion in Tranche 2 of the AML/CTF regime.

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Retirement, Superannuation

Adequate retirement savings misjudged

A large proportion of Australians believe they need to save $1 million in super to allow themselves to enjoy a comfortable retirement.

A large proportion of Australians believe they need to save $1 million in super to allow themselves to enjoy a comfortable retirement.

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Retirement, Superannuation

Retirement under-preparedness revealed

Many Australians are underprepared for retirement with more than 30 per cent not understanding their options for accessing super.

Many Australians are underprepared for retirement with more than 30 per cent not understanding their options for accessing super.

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ETFs, Investments

Two new active ETFs released to market

Franklin Templeton has launched two active exchange-traded funds on the ASX with equities and fixed income as the underlying asset classes.

Franklin Templeton has launched two active exchange-traded funds on the ASX with equities and fixed income as the underlying asset classes.

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ASIC, Retirement

ASIC retirement planner very popular

The Australian Securities and Investments Commission has reported high user engagement with the retirement planner it launched last November.

The Australian Securities and Investments Commission has reported high user engagement with the retirement planner it launched last November.

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Financial Advice, Financial Planning, SMSF, SMSFA

Risky lead generation not about SMSFs

The SMSF Association has indicated poor and unlicensed advice is in the main responsible for risky lead generation activity.

The SMSF Association has indicated poor and unlicensed advice is in the main responsible for risky lead generation activity.

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CSLR

SMC qualifies SMSF CSLR levy inclusion

The Super Members Council has argued against the inclusion of any type of superannuation fund in the CSLR levy.

The Super Members Council has argued against the inclusion of any type of superannuation fund in the CSLR levy.

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