Articles by Lara Caughey

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.

read more
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.

read more
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.

read more
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.

read more
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.

read more
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.

read more
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.

read more
Aged Care, Downsizer, financial advice, Retirement, SMSF, Superannuation

Retiree confidence undermined

Retirees are less confident in their financial future as a result of cost-of-living increases and are keen to receive help in managing their super.

Retirees are less confident in their financial future as a result of cost-of-living increases and are keen to receive help in managing their super.

read more
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.

read more
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.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.