Articles by Krystine Lumanta

Accounting, Financial Planning, Practice Management

Accountants still regard advice as sales

Accountants looking to broaden their services into advice, particularly for SMSF clients, are still put off by the selling aspect of a financial adviser’s role, an industry licensing expert has revealed.

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Education

Calls for FASEA to recognise prior learning

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The Financial Adviser Standards and Ethics Authority’s (FASEA) proposed education standards fail to outline how prior learning will be recognised for existing advisers as they transition to the new requirements, according to an industry body.

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Regulation, Superannuation

Treasury releases SMSF SuperStream draft laws

Treasury today released its exposure draft to amend the Superannuation Industry (Supervision) Regulations 1994 (SISR) to extend the operation of SuperStream to capture SMSFs, with the consultation period now open.

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Accounting, Education

Limited AFSLs may be caught by full FASEA regime

The Financial Adviser Standards and Ethics Authority’s (FASEA) new education and training standards paint a challenging picture for practitioners, particularly those who provide predominantly SMSF advice under a limited licence, an industry executive has said.

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Investments, Regulation

Managers must deliberate franking ban

Asset managers that offer investments with excess franking credit refunds will need to rethink their offerings and prepare for likely client departures should Labor’s proposed franking ban transpire.

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Investments, Strategy

Bad news veiling agriculture opportunities

Many SMSF investors are unaware of the benefits of diversifying into the agriculture sector due to misconceptions driven by negative farming stories.

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Administration, Compliance

Periodic processing creates income leads

SMSF accountants should be moving to a periodic processing model rather than remaining on annual processing as it creates new client opportunities and services that can be charged for.

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Education

FASEA releases exam guidance

The Financial Adviser Standards and Ethics Authority (FASEA) has released proposed guidance on the financial adviser examination, welcoming industry feedback on any aspects of the proposals.

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Accounting, Appointments

Bowler takes on GM role to plug gaps

Licensing for Accountants founder Kath Bowler has taken on an additional role of general manager for the training and compliance arm of a legal firm, with plans to leverage off the business’s synergies, as well as fill product gaps.

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Infrastructure, Investments

Infrastructure opportunities in megatrends

A number of global trends are driving significant new infrastructure investment opportunities for investors, comprising both familiar and new themes, according to AMP Capital.

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