Articles by Krystine Lumanta

Features

In sharp focus

Asset valuations present a potential pitfall for both practitioners and trustees, with the process now falling under the new superannuation regime, writes Krystine Lumanta.

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Profiles

One on one with…Monica Rule

Monica Rule headshot

Monica Rule talks about her journey from public servant to SMSF specialist after resigned from her executive position at the ATO.

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Profiles

One on one with…Shirley Schaefer

Shirley Schaefer headshot

Starting in fund audits in 1994, the growing work for regulated super funds resulted in BDO Australia superannuation partner Shirley Schaefer establishing a specialist division. She reveals to Krystine Lumanta why estate planning has abruptly become a greater focus for her and why the shift to real-time reporting is a top SMSF industry challenge.

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Profiles

One on one with…Natasha Panagis

Technical expert Natasha Panagis joined AIA Australia this April to help advisers with technical training and strategy support.

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Features

New kids on the block

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Almost half the winners at the sixth annual SMSF Service Provider Awards were fresh award recipients compared to last year, highlighting a competitive market and shifting preferences from SMSF trustees.

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Accounting, Regulation

Substance of advice requires greater focus

The accounting profession must place greater importance on substance over form within the framework of the new licensing regime, an industry executive has said.

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ASIC, Regulation

Firms reminded of AFCA membership

The Australian Securities and Investments Commission (ASIC) has reminded financial firms that are members of the Australian Financial Complaints Authority (AFCA) to notify the regulator of their AFCA membership by 30 November or face late fees.

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Accounting, Education, Financial Planning, Regulation

Limited licensees urged to register

The impending Financial Adviser Standards and Ethics Authority (FASEA) deadline has caused confusion among accountants with a limited licence, mainly that they will need to be on the adviser register.

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Education, Property

Property course resonates with practitioners

Mentor Education Group has revealed it has had early success and positive feedback for its inaugural Real Estate Agents Representative Course (Victoria), reaffirming its expectation property will continue to attract professional financial advisory practitioners for the future beyond the banking royal commission and the Financial Adviser Standards and Ethics Authority (FASEA) changes.

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Accounting, Financial Planning, Regulation

New licensing framework recommended

FASEA adviser exam results

The SMSF Association and industry bodies must work together to formulate a new licensing framework for advice practitioners within the context of the large unmet advice gap, an industry executive has said.

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