Articles by Lara Caughey

Appointments

Assistant Treasurer to quit politics

retirement resignation ASFA Stephen Jones FSC FAAA

Assistant Treasurer Stephen Jones has announced his resignation, prompting industry farewells praising the role he played for the sector in government.

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financial advice, Retirement, Superannuation

Retirees overpaying taxes

Retirement, Super Members Council, SMC, Misha Schubert, tax, retirement, research

Many pensioners are not moving from accumulation to retirement phase with their superannuation, resulting in them paying higher taxation on their savings.

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Accounting, Business News

Financial reporting framework to be revised

Stephen Jones Australian Accounting Standards Board Auditing and Assurance Standards Board Financial Reporting Council Chartered Accountants ANZ Amir Ghandar

Treasury has released a consultation paper regarding the proposed merger of three Australian financial reporting bodies.

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Accounting

Retirement savings required quantified

The latest analysis into superannuation has revealed the extent to which inflation has impacted the amount of savings a person needs in retirement.

The latest analysis into superannuation has revealed the extent to which inflation has impacted the amount of savings a person needs in retirement.

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Administration, Business News, Legislation, SMSF, Superannuation

Call made to stop super tampering 

A pre-election report has called on the future government to reform the tax system as a whole rather than just the superannuation component.

A pre-election report has called on the future government to reform the tax system as a whole rather than just the superannuation component.

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ETFs, Investments

Long-short ETF launched

A new ETF will be made available to investors next week that will be the first to utilise a long short strategy to generate returns.

A new ETF will be made available to investors next week that will be the first to utilise a long short strategy to generate returns.

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Education, Retirement, SMSF, Superannuation

Retirement stresses Australians

Recent analysis into the country’s retirement savings system has shown Australians are struggling with the complexity of the framework. approach to rectify it.

Recent analysis into the country’s retirement savings system has shown Australians are struggling with the complexity of the framework.

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Accounting, Legislation, SMSF, Superannuation, Tax

Board finalises conduct code guidance

Tax agents must adhere to eight new reforms finalised last month by the TPB, which is committed to supporting the transition via education.

Tax agents must adhere to eight new reforms finalised last month by the TPB, which is committed to supporting the transition via education.

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Administration, SMSF, Trusts

ATO issues annual return reminder

SMSF trustees have been reminded to lodge their SMSF annual return with the ATO’s February deadline drawing closer.

SMSF trustees have been reminded to lodge their SMSF annual return with the ATO’s February deadline drawing closer.

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Property, Residential Property

FHSSS determination process clarified

An individual can use the FHSSS if they have entered into a purchase contract without requesting a relevant determination in certain circumstances.

An individual can use the FHSSS if they have entered into a purchase contract without requesting a relevant determination in certain circumstances.

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