Articles by Lara Caughey

Investments, SMSF

Wholesale investor lobbying underway

The SMSF Association has already commenced lobbying activities seeking a definitive solution for the wholesale investor rules’ interaction with SMSFs.

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Legislation, Regulation, Superannuation

Division 296 reflects govt super agenda

SMSF practitioners should not adopt common rollover or pension strategies with terminal illness benefits as they should probably exit the super system.

The government’s super agenda has run counter to its promises to improve the industry, with the Division 296 tax an attack on the SMSF sector.

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SMSF, Superannuation

SMSFA urges change in narrative

Meg Heffron, Peter Burgess, Heffron, SMSF Association, 

The SMSF sector should boost its messaging around the benefits of self-managed funds, with its industry body looking into how it can take the lead in this area.

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Business News, SMSFA, Superannuation

Younger trustees dominate new SMSFs

Class Benchmark Report, Stake, Jon Howie, Class, Tim Steele, SMSF Association National Conference 2025, Melbourne, SMSF,  

Younger superannuants continued to be responsible for the majority of SMSF set-ups in the six-month period to December 2024.

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Legislation, SMSF, Tax

Division 296 delay welcomed

tax, CA ANZ, Better Targeted Superannuation Concessions, legislation, Ainslie van Onselen, Bill, federal election,

The stalled passage of the Division 296 bill through parliament has been welcomed as calls continue for the Senate to vote against its approval.

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ETFs, Fixed Income

Janus Henderson adds fixed-income ETF

Janus Henderson Investors has unveiled a new ETF focused on fixed income, allowing investors to capitalise on renewed opportunities in the asset class.

Janus Henderson Investors has unveiled a new ETF focused on fixed income, allowing investors to capitalise on renewed opportunities in the asset class.

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ETFs, Investments

Global X launches US small-cap ETF

Global X Russell 2000, Russell 2000 Capped Index, Australian Securities Exchange, ASX, Mirae Asset Financial Group, Billy Leung, small-cap stocks, ETF

Global X has launched the first ETF tracking the Russell 2000 Capped Index on the Australian Securities Exchange.

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Accounting, Legislation, SMSF, Superannuation, Tax

Trust low over ALP super policy

The latest research into consumer sentiment regarding superannuation policy has shown a distinct distrust in the government among Australians.

The latest research into consumer sentiment regarding superannuation policy has shown a distinct distrust in the government among Australians.

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Education, SMSF

Lift SMSF education standard

The education standard needed to provide SMSF advice should be raised to prevent poor advice and push out unqualified providers.

The education standard needed to provide SMSF advice should be raised to prevent poor advice and push out unqualified providers.

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Compliance, financial advice, Financial Planning, Regulation

CSLR review extension disappointing

Financial Advice Association of Australia, FAAA, Division 296, Upper House, Parliament, Philip Anderson, Senate, Better Targeted Super Concession Bill,

An extension to the inquiry into the operations of the Compensation Scheme of Last Resort is frustrating, given advisers need clarity on how it will impact their businesses.

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