Articles by Lara Caughey

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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Investments

Centrepoint unveils super, investment platform

Centrepoint Alliance has released a new platform offering superannuation and investment options under a range of structures backed by digital transactions and reporting.

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Contributions, Insurance

Insurance favoured over super contributions

Australians are three times more likely to insure their car over themselves and will use extra super contributions to pay the premiums.

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Legislation, Superannuation

Objective of super enshrined in law

The legislation to enshrine an objective for superannuation has passed through parliament as part of a flurry of bills approved before the Senate ended its business for the year.

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Appointments, ATO

New SMSF assistant commissioner appointed

The ATO has named the senior staffer who will oversee the SMSF sector and replace Justin Micale, who has moved to another role within the regulator.

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financial advice, Financial Planning

Member success leads new FAAA strategy

The future strategic direction of the Financial Advice Association Australia until 2030 has been released at the body’s annual conference, with members given top priority within its framework.

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