Articles by Krystine Lumanta

Business News

Optimo adds SMSF modelling

Optimo Financial has launched the latest version of its paraplanning software, Pathfinder, which includes a beta release of SMSF modelling capabilities.

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ETFs

Chi-X to launch bespoke indices, ETFs

A red paper boat navigates through a group of grey ones.

Securities and derivatives exchange Chi-X Australia will broaden its product range with exchange-traded funds (ETF) and “smart” warrant products based off new tailored indices as it looks to bring competitive innovation to the industry.

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Auditing

ASIC disqualifies two SMSF auditors

The Australian Securities and Investments Commission (ASIC) has disqualified Robert Newham of the Australian Capital Territory from being an approved SMSF auditor for breaching independence requirements and professional development obligations.

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Business News

ASIC accepts ANZ EU

The Australian Securities and Investments Commission (ASIC) has accepted an enforceable undertaking (EU) from Australia and New Zealand Banking Group (ANZ) following an investigation into fees-for-no-service conduct by the bank.

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Business News

Citi to build on SMSF advocacy

Chalk up arrow on a chalkboard

Citi Australia is increasing its activities in the SMSF market using an ‘education and validation’ approach as it expects increasing growth in its client base going forward.

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Accounting

Accountants not alone on tech challenges

SMSF accountants should embrace the latest technological developments rather than fear the worst as all industries have to deal with the impacts of rapid change, according to an accounting software provider.

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Compliance

Non-use of safe harbour triggers breach

Red flag on beach.

SMSF trustees opting not to follow the safe harbour guidelines for related-party loans must be ready to demonstrate the loan was entered into and maintained on terms consistent with an arm’s-length dealing, an industry lawyer has warned.

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Retirement

Corporate loan market opening up for SMSFs

SMSF access to the corporate loan market is improving and provides another avenue for trustees to access stable monthly income with a low risk of capital loss, according to Metrics Credit Partners (MCP).

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Superannuation

Return to straightforward super: tax body

The Tax Institute has said it is fundamental to get back to a simpler superannuation system and try to avoid any further tinkering to the system in the short to medium term.

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Investments

SMSFs move outside ASX top 20: report

SMSFs are progressively looking beyond the largest 20 companies listed on the Australian Securities Exchange (ASX) to maximise the growth of their investments, the latest industry report has found.

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