Articles by Krystine Lumanta

Retirement, Superannuation

No material change in super gender gap

The average super balances of intending retirees over the past decade have more than doubled for both men and women, but females remain well behind the male average, with real improvements expected to take some considerable time, new research from Roy Morgan has revealed.

read more
Retirement, Superannuation

Retirement alliance unveils website

The Alliance for a Fairer Retirement System, comprised of several industry associations, has launched a website to cater to the growing demand from organisations and individuals seeking support, information and research on the impact of scrapping excess imputation credit refunds.

read more
Accounting

Yield-only fixation brings unnecessary risks

SMSF trustees must not simply chase yield as they may be subjecting their portfolios to unnecessary risks, according to AMP Capital.

read more
Regulation

ASIC funding legislation passed

The bill containing the measure that supports the fees-for-service industry funding for the Australian Securities and Investments Commission (ASIC) passed through Parliament today.

read more
Investments

Super rules not cause of LRBA slowdown

A recent SMSF industry survey has revealed 41.8 per cent of all direct property holders had a gearing arrangement in place in the March quarter, slightly up from 40.78 per cent in the previous quarter, however, the super reforms are not to blame for the slowdown in growth.

read more
Strategy

Storm joins new digital platform provider

Industry stalwart David Storm has joined technology firm Spitfire Corporation to head distribution for its contemporary total wealth and single ecosystem digital platform supporting advisers to deliver a consolidated offering to clients.

read more
Strategy

Retirement income strategy not disruptive

retirement phase TRIS

The proposed requirement for SMSFs to develop a retirement income strategy is not expected to be a major issue for trustees to implement, though planning for longer periods may have some repercussions, an SMSF specialist adviser has said.

read more
Regulation

Six-member fund pitfalls underscored

An industry law firm has warned of the potential downsides of having six members in an SMSF.

read more
ATO

Super protection bill introduced into Parliament

The federal government introduced the Treasury Laws Amendment (Protecting Your Superannuation Savings Package) Bill 2018 into Parliament today.

read more
Accounting

SMSF property exposure remains steady

An industry survey has revealed SMSF portfolio allocation to the property sector increased only slightly from 19 per cent to 19.5 per cent in the March quarter.

read more

Copyright © SMS Magazine 2024

ABN 43 564 725 109

Benchmark Media

Site design Red Cloud Digital