Articles by Lara Caughey

Retirement, Superannuation

Super recipients more confident on retirement

Retirement SMSF superannuation

Australian superannuants are confident they will have sufficient cash flow in retirement, but prior to that life stage many want to boost their future savings.

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ETFs

New single-bond ETFs listed

single-bond exchange-traded funds ETF Income Asset Management Danielle Press

Income Asset Management has released two new single-bond ETFs for the retail market and flagged more would be released in the first half of next year.

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financial advice, Financial Planning

Apply higher CSLR levy to phoenix firms

Financial Advice Association Australia FAAA CSLR Compensation Scheme of Last Resort Senate inquiry Dixon Advisory Phoenixing E&P Financial Group

Financial advice licensees that shut down firms to avoid paying compensation claims should be hit with an additional CSLR levy as a penalty for their behaviour.

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financial advice, Financial Planning

Govt cautious on new class name

A previous attempt by the government to name its proposed new class of adviser has left it cautious about trying again as it attempts to find an appropriate and acceptable title.

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Investments

Replace hybrid bonds with private credit

SMSFs looking for an alternative after the planned phasing out of bank hybrid bonds should look to the private credit sector, which provides similar returns and is growing strongly.

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Superannuation, Tax

Tax revision would make super simpler

Flattening the tax treatment of superannuation earnings and contributions would make the retirement income system less complex for fund members.

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financial advice, Retirement, SMSF, Superannuation

Demand for one-off advice significant

The need for accessible financial advice continues to grow, but many consumers would prefer to pay for it based on specific needs rather than as part of a comprehensive plan.

The need for accessible financial advice continues to grow, but many consumers would prefer to pay for it based on specific needs rather than as part of a comprehensive plan.

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financial advice, Financial Planning

Industry cautious over new adviser class

The financial services sector has generally welcomed the scope and operation of the new-class-of-adviser measure, but will require more information before endorsing the change.

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Retirement, SMSF, Superannuation

Retiree costs overestimated

The cost of retirement is overestimated by many Australians, highlighting the need for more advice and the reforms that will allow more people to access it.

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Retirement

Retirement costs fall in time for Christmas

The cost of living for retirees has fallen marginally for the first time this year, but over the longer term it has outpaced the rise in inflation.

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