Articles by Krystine Lumanta

Accounting

Triggers key to SMSF software change

Many SMSF accounting firms struggle to identify the best software solution for their circumstances and often choose technology under duress rather than recognising the triggers to allow for a critical review of their current platform.

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Regulation

ASIC releases AFCA guidance

The Australian Securities and Investments Commission (ASIC) today released new guidance for its oversight of and role in relation to the Australian Financial Complaints Authority (AFCA).

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Auditing

SMSF contravention record on the line

The Institute of Public Accountants (IPA) has warned the federal government it is putting the SMSF sector at risk of increasing contraventions with its proposal to change the annual audit requirement to a three-yearly cycle.

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ETFs

New active ETF to deliver strong income

InvestSmart Group debuted its first listed fund – an active exchange-traded fund (ETF) aimed at delivering income to investors without sacrificing capital gains – on the Australian Securities Exchange (ASX) today.

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Investments

Chinese projects to benefit infrastructure

A recent pick-up in activity for the Chinese government’s interlinking trade deals and infrastructure projects could offer long-term opportunities for investors, according to a specialist global listed infrastructure manager.

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Auditing

New audit cycle could lift illegal early access

Exclamation marks as warning signs against over-reporting information to ATO

The current oversight around preservation age and conditions of release made by SMSF trustees will only worsen with the introduction of triennial audits for cleanskin funds, an industry auditor has warned.

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ETFs

Robo, AI ETF hits $100m

ETF Securities Australia has reported its Robo Global Robotics and Automation exchange-traded fund (ETF) has achieved inflows of $100 million just nine months after its launch.

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Regulation

Urgent call to action on elder abuse laws

Australian banks, along with seniors groups and the Financial Services Union (FSU), have called on lawmakers to proceed with laws for suspected elder financial abuse.

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Regulation

Licensing rules curb pension advice

Financial planners will be limited in providing advice on the pension loans scheme (PLS) unless they are adequately licensed, a specialist aged-care expert has warned.

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Profiles

One on one with…Kim Quach

Elite Super Solutions principal Kim Quach left her comfort zone and established her own SMSF practice. She tells Krystine Lumanta what she thinks of this year’s surprise budget measure and why switching to a three-year audit cycle will result in no winners.

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