Articles by Krystine Lumanta

Financial Planning, Regulation

Likely reform will put advice at risk

Expected financial planning reforms following the revelations from the banking royal commission will restrict advice to those who can afford to pay thousands of dollars in comprehensive advice fees, according to an online advice firm.

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Investments

Selectivity key to disruption opportunities

Investors must exercise a more selective approach to their investments amid the growing opportunities that are emerging in disruptive innovation and the continued uncertainty in global markets, according to Nikko Asset Management.

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Auditing, Regulation

Survey finds lack of support for triennial audits

A new survey of SMSF professionals has found 93 per cent of respondents do not support the proposed three-yearly audit cycle for eligible funds, while 94 per cent believe it would lead to a greater risk of contraventions by trustees.

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Investments, LICs

New LIC IPO offers overseas exposure

Australian boutique fund manager Tribeca Investment Partners has today opened its initial public offering (IPO) for a new listed investment company (LIC), Tribeca Global Natural Resources.

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Auditing, Regulation

Technology enables regular audits

SMSF administrator and software provider SuperConcepts has highlighted triennial audits will be counterproductive to technological improvements that mean SMSF audits can occur more regularly.

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Investments

Investors must embrace disruption in portfolios

Investors must turn their focus to disruptive innovation for portfolio opportunities that are fast emerging from the exponential growth of technological advancements, according to Nikko Asset Management.

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ETFs, Investments

Energy tech ETFs launched with SMSFs in mind

ETF Securities (ETFS) has today listed an exchange-traded fund (ETF) that will provide investors, including SMSFs, with access to companies directly involved in the global energy revolution.

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Accounting, Compliance

IPA will support licensed accountants

The Institute of Public Accountants (IPA) has revealed should the accountants’ exemption be reinstated, it will look to support its members who have completed licensing requirements under the current regime.

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Infrastructure, Investments

Allocations to unlisted infrastructure to rise

Low interest rates and term deposits, coupled with equity market volatility and franking credit uncertainty, are prompting SMSF investors to seek new ways to generate returns beyond their traditional portfolio concentration, bringing unlisted infrastructure opportunities to the fore.

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ETFs, Investments

Vanguard launches suite of ethical funds

Vanguard Australia has unveiled new environmental, social and governance (ESG) funds in response to growing investor demand for investment opportunities that are in line with their values.

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