Articles by Krystine Lumanta

Education, Investments, Retirement

SMSFs face three key risks

A new industry paper, published today, has highlighted a triple risk for the $750 billion of retirement savings of over 1.1 million Australians with an SMSF.

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Education, Investments, Retirement

SMSFs facing triple risk: report

A new industry paper, published today, has highlighted three major risks for the $750 billion of retirement savings of over 1.1 million Australians with an SMSF.

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ATO, Regulation

SMSF sector in good shape: ATO

The ATO has given the SMSF sector a clean bill of health amid the super reform challenges as it looks to lift trustee education and literacy in the next 12 months.

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Regulation, Tax

Case for franking ban not strong: IPA

The Institute of Public Accountants (IPA) has reiterated its rejection of an excess franking credits ban as it prepares to appear before a parliamentary committee public hearing on the implications of the proposed policy.

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Investments, Pensions, Retirement

Retiree focus on drawdown key

The issue of drawdowns during pre-retirement and pension phase needs greater attention, though investors are beginning to better acknowledge the risks, according to Lazard Asset Management.

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ATO

ATO expects gradual drop in SMSF reserves

The ATO has revealed the number of SMSFs with reserves has decreased and anticipates the trend will continue, with the SMSF regulator looking to benchmark this data year by year.

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Retirement, Superannuation

Rice Warner advocates for SG increase

Actuarial firm Rice Warner has backed the superannuation guarantee (SG) rising to 12 per cent as it believes there are several good strategic reasons to increase it.

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Financial Planning

HNWI advice demand remains amid headwinds

A new industry report has found while the banking royal commission has well and truly dented consumer confidence and trust, high net worth individuals (HNWI) still see the benefit of financial advice.

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ETFs

New biotech ETF launched

ETF Securities (ETFS) today unveiled Australia’s first exchange-traded fund (ETF) with a pure focus on and exposure to biotechnology, a sub-sector of healthcare.

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ETFs, Investments

New EQMF to appeal to SMSFs

Boutique global equities investment manager Antipodes Partners is expecting to capture SMSF investors for its newly listed active exchange-traded fund (ETF), or exchange-quoted managed fund (EQMF), off strong support for its global equity strategy. The Antipodes Global Shares (Quoted Managed Fund) was listed and commenced trading on the Australian Securities Exchange (ASX) yesterday. It enables […]

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