Articles by Krystine Lumanta

Business News, Investments

Global investors warned of current risks

The market’s willingness to pay for growth, profitability and momentum is approaching the heady days of the late 1990s tech bubble and extreme policy settings in developed markets have led to severe investor heading, signalling significant risks for global investors, a specialist fund manager has warned.

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Business News, Investments, Strategy

Retirement alliance extends franking ban efforts

The Alliance for a Fairer Retirement System, comprised of several industry associations, is working with the Council of Small Business Organisations Australia (COSBOA) to highlight concerns about proposed Labor policy to disallow refunds of excess franking credits.

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Accounting, Financial Planning

Disclose licensing capacity first

Accountants operating in the SMSF space need to state which side of the licensing regime they’re operating under at the commencement of client discussions, a licensing expert has said.

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Education, Financial Planning

Calls for rigorous annual certification

The Financial Services Institute of Australasia (FINSIA) has said the implementation of an annual certification process to provide a statement of professional standing is key to improving standards of professionalism in the financial services industry.

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Administration, Business News, Investments

BT Panorama capturing new SMSFs

BT Financial Group (BTFG) has revealed its Panorama platform has had success in attracting newly established SMSFs versus already established funds, while announcing a material drop in its pricing today.

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Education, Financial Planning

FASEA releases two more guidance drafts

The Financial Adviser Standards and Ethics Authority (FASEA) has today released draft professional year requirement and draft provisional relevant provider term guidance. The professional year is an essential component of FASEA’s educational qualifications and standards framework that all new industry entrants will be legally required to undertake before they can provide personal financial planning advice […]

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Financial Planning, Strategy, Superannuation

Deductible contributions top adviser query

During the June quarter, deductible personal super contributions have been the top query coming from financial advisers, following super reforms allowing more Australians to use this strategy and top up their retirement savings, according to BT Financial Advice’s (BTFA) technical team.

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Compliance, Superannuation

SMSF SuperStream draft laws get strong backing

The SMSF Association has welcomed the draft regulations that extend the use of SuperStream to rollovers to and from SMSFs.

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Commercial Property, Direct Property

SMSFs flock to commercial property

SMSF trustees are showing a growing interest in commercial property, with two key factors driving the latest attraction, a specialist commercial property lender has revealed.

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Financial Planning, Investments, Strategy

Global funds added to platforms

Specialist global equities fund manager Cooper Investors has increased its access to the retail market following the addition of its two long-only global funds to two more platforms.

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