Articles by Lara Caughey

Education, financial advice, Financial Planning

Advisers urged to update FAR details

Thousands of advisers are in danger of not being able to practice beyond 2025 as they have failed to update their education details on the FAR.

Thousands of advisers are in danger of not being able to practice beyond 2025 as they have failed to update their education details on the FAR.

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Administration, ATO, SMSF, Superannuation, Trusts

SIS Act main declaration retention guide

ATO, DBA Lawyers, Shaun Backhaus, self managed super, self managed superannuation, SMSF, SIS Act, SMSF trustee declaration, retention, guidance, Auditing and Assurance Standards Board, Guidance Statement 009, ATO QC 63436, declaration form, NAT 71089-06.2021

Official guidance on how long an SMSF trustee declaration should be retained differs from the letter of the law which should be the sole guide on this issue.

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financial advice, Financial Planning, Technology

Advisers leaning into AI use

Australian financial advisers are using AI at higher rates than their international peers and considered it an effective tool for communication and reducing costs.

Australian financial advisers are making more use of AI at than their peers overseas and consider it effective for communication and reducing costs.

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Appointments, Superannuation

SMSF Association welcomes new minister

SMSF Association, SMSFA, Dr Mulino, Anne Aly, Andrew Leigh, Financial Advice Association Australia, CPA Australia and the Financial Services Council, Jim Chalmers, Chartered Accountants ANZ, CAANZ, Ainslie van Onselen, SMSF Association, SMSFA,

The SMSF Association has welcomed the new Financial Services Minister highlighting the significance of size and status of the sector in the industry.

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Contributions, Regulation, Superannuation

Industry calls for payday super delay

Payday Super, Treasury, submission

A consortium of financial services industry groups have asked Treasury to extend the start date of payday super by two years.

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financial advice, Financial Planning

All advice reforms require consultation

The SMSF Association has called for the government to release a complete package of advice reforms for consultation before their implementation.

The SMSF Association has called for the government to release a complete package of advice reforms for consultation before their implementation.

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ETFs, Investments, Technology

Global X launches China tech ETF

Global X, China, ETF, technology, exchange traded fund, Global X China Tech ETF, DRGN, Billy Leung

Global X has released an ETF focused on the Chinese technology sector, which it believes has been underserved by fund managers to date.

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financial advice, Financial Planning, Retirement

Retirement advice too complex for super funds

Financial Advice Association Australia, FAAA, Delivering Better Financial Outcome, DBFO, Treasury, retirement, financial advice, superannuation funds, simple advice, complex advice, collectively charged advice, intra-fund advice

Retirement planning guidance should not be provided by super funds as it is too complex to sit under a simple advice model and requires a qualified practitioner to deliver.

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financial advice, Financial Planning, Superannuation, Tax

Calls for reform greet govt return

Industry groups have responded to the re-election of the Albanese government by calling for advice and tax reforms to be introduced during its second term in power. 

Industry groups have responded to the re-election of the Albanese government by calling for advice and tax reforms to be introduced during its second term in power. 

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Death benefits, Superannuation

Benefits payable to grandchildren

Cooper Grace Ward, Scott Hay-Bartlem, superannuation death benefit, Grandchildren, Will, SMSF, financial dependant, interdependency relationship

The nature of the relationship between a grandparent and their grandchildren will be the key driver determining if superannuation benefits can be paid to the latter.

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