Articles by Lara Caughey

ETFs, Investments, Technology

Global X launches China tech ETF

Global X, ETF, 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,

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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financial advice, Financial Planning, Legislation, Regulation

Govt must start advice reform

The FAAA has called on the government to implement a number of key reforms to the advice sector following its return to office in the federal election over the weekend.

The FAAA has called on the government to implement a number of key reforms to the advice sector following its return to office in the federal election over the weekend.

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Business News, Investments, Platforms

Ausiex to acquire FIIG

Share trading platform Ausiex will purchase fixed-income provider FIIG by the middle of the year.

Share trading platform Ausiex will purchase fixed-income provider FIIG by the middle of the year as part of plans to expand it services and product offerings to advisers and investors.

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ETFs, Investments

Global X releases AI Infrastructure ETF

The first ETF focused on the infrastructure behind the artificial intelligence boom has been released to the Australian market by Global X.

The first ETF focused on the infrastructure behind the artificial intelligence boom has been released to the Australian market by Global X.

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BDBNs, SMSF, Superannuation

Cut given provision for BDBNs

binding death benefit nomination, BDBN, Bryce Figot, DBA Lawyers,

The provision of giving a BDBN to a trustee should be scrapped from SMSF trust deeds, with one legal expert recommending drafting a new one to avoid disputes this action may create.

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Investments, Markets, Platforms, Technology

Class expands share registry connections

Class has extended its share registry data feed connections, which now include the majority of companies listed on the ASX..

Class has extended its share registry data feed connections, which now include the majority of companies listed on the ASX.

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ATO, Tax, Trusts

ATO steadfast on UPEs post-Bendel

unpaid present entitlements, UPE, ATO, Louise Clarke, Bendel,

The ATO will not change its stance on the treatment of unpaid present entitlements from unit trusts while waiting on an appeal against the ruling delivered in the Bendel case.

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