Articles by Krystine Lumanta

Administration

Midwinter integrates with Class

Midwinter Financial Services today announced its integration with Class, allowing users of both platforms to sync and replicate portfolios from the SMSF administration provider into the financial advice tech firm’s AdviceOS.

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ASIC

Kell to depart ASIC

Peter Kell today announced his resignation as deputy chair of the Australian Securities and Investments Commission (ASIC), effective 6 December, after seven years of service.

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Superannuation

Greater transparency in SMSFs inevitable

The plethora of changes affecting SMSFs is expected to continue, with transparency a certain and imminent development in the sector, according to the SMSF Association.

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Investments, Property

Property allocations to continue to drop

SMSFs are reducing exposure to property in their portfolio asset allocations, reflecting wider trends in the property downturn in the Sydney and Melbourne markets, new analysis has found.

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Investments

Dividend income investors must diversify

SMSF investors must now consider diversifying their portfolios as there is no shortage of stocks, both in Australia and overseas, that offer consistent dividend income and better potential for capital growth, an investment manager has said.

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ASIC

ASIC begins Dover civil penalty action

The Australian Securities and Investments Commission (ASIC) has commenced civil penalty action in the Federal Court in Melbourne against Dover Financial Advisers Pty Ltd and its sole director, Terry McMaster.

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Strategy, Superannuation

New rules have impact on SMSF contributions

The average contribution to SMSFs more than doubled in the June quarter after trustees took advantage of new legislation that increased contribution deductibility from July 2017.

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Investments

Saxo adds CHESS on back of SMSF demand

Saxo Capital Markets has added the Australian Securities Exchange’s Clearing House Electronic Subregister System (CHESS) capability for Australian equities to its offering following strong demand from SMSFs and baby boomers.

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Compliance, Education

Calls for pragmatic approach to FASEA

The Financial Planning Association of Australia (FPA) has called for enhancements to the proposed guidance on the framework for financial adviser education in order to ensure fairness and appropriateness.

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Investments, Strategy

Research debunks SMSF cash myth

The latest quarterly analysis of SMSF investments has revealed a significant decrease in cash holdings, following the massive spike in cash contributions to super funds during the last quarter of the 2017 financial year.

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