Articles by Lara Caughey

Death benefits, financial advice, SMSF

Ambiguous BDBNs need legal specialists

Binding Death Benefit Nomination, BDBN, Cooper Grace Ward Lawyers, Hayley Mitchell, SMSF Association National Conference 2025,

Advisers must self-evaluate their capability to negotiate problems with BDBNs they create and if unsure delegate that work to legal specialists.

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BDBNs

Reinforce duties in BDBN disputes

BDBN, binding death benefit nomination, Cooper Grace Ward Lawyers, Hayley Mitchell, SMSF Association National Conference 2025, disputes, trustee obligations, SMSF, self-managed superannuation

Trustees involved in disputes over BDBNs can forget their role is not to join the fight, but to ensure the nomination is carried out correctly, and advisers should guide them through this process.

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Auditing, Legislation, SMSF, Superannuation

Cold-caller operations a concern

SMSF Association, Peter Burgess, 2019 Hayne Royal Commission, Code of Ethics, SMSFs,

The SMSF Association is concerned about the rise in the number of cold-calling operations encouraging people to set up a fund, noting they breach consumer protection laws.

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ETFs, Investments

Two new ETFs from Vanguard

Australians can expand their investment portfolio with two new diversified Exchange Traded funds [ETF] launched by global fund manager Vanguard.

Vanguard has introduced two new ETFs to the ASX catering separately for growth-minded and income-focused investors.

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ATO, Compliance

ATO correspondence often ignored

The regulator has noticed a disturbing trend whereby SMSF trustees are ignoring critical pieces of correspondence relating to compliance breaches.

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Business News, ETFs, Investments

JP Morgan unveils ETF guide

A quarterly publication dedicated to Australian investors of Exchange Traded Funds [ETF]s was released today as educational guidance.

A global asset manager seeking to educate advisers and investors about ETFs has issued a new guide on the sector and its workings.

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Business News, financial advice, Investments, Technology

New investment facility added to OpenInvest

OpenInvest has partnered with an accounting and advisory firm to give its clients access to an online investment solution.

OpenInvest has partnered with an accounting and advisory firm to give its clients access to an online investment solution.

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ATO, Compliance, Documentation

Annual returns key to sector integrity

ATO, Rosenzweig, SMSF Annual Returns, SMSF Association National Conference 2025,

The ATO has shed light on the critical role the lodgement of SMSF annual returns plays in its monitoring of sector integrity.

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Cryptocurrency, ETFs, Investments

Advised funds have more diverse portfolios

SMSF, diversified portfolio, Ausiex, ETF, listed investment companies, listed investment trusts, real estate investment trusts, REITS, Brett Grant, cryptocurrency

New analysis shows advised SMSF investors have a wider variation in portfolio holdings and asset allocation compared with non-advised funds.

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ATO, Business News, Compliance, SMSF, Superannuation, Tax

ATO releases auditor priorities

The volume and cost of SMSF auditors’ work will be key areas of focus for the ATO in the coming year, with outliers likely to draw attention.

The volume and cost of SMSF auditors’ work will be key areas of focus for the ATO in the coming year, with outliers likely to draw attention.

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