Articles by Krystine Lumanta

Business News

Lonsdale unveils new managed account offering

IOOF-owned Lonsdale Financial Group today launched its Managed Portfolio Service (MPS) to its network of 250 advisers via the Asset Administrator platform, IOOF’s exclusive version of BT Panorama.

read more
Superannuation

SMSF cash holdings flow into equities

Flock of birds migrating north.

Cash balances decreased significantly during the last quarter of 2017 as trustees invested their cash holdings in the Australian and international equities sectors, the latest SuperConcepts report has found.

read more
Investments

Fundamentals key to related-party investments

SMSF advisers must follow and understand 11 fundamental rules when dealing with related-party-type investments in order to efficiently assess and rectify transactions, an SMSF technical expert has said.

read more
Compliance

Registered tax adviser numbers bounce back

The Tax Practitioners Board (TPB) has revealed the total number of registered tax financial advisers stands at around 19,000 following the 31 January renewal deadline.

read more
Superannuation

Contributions rules have upside: ipac

SMSF advisers should not feel limited by the contributions rules in the latest super reforms as the changing settings still provide opportunities for clients, according to ipac private client adviser Peter Crump.

read more
Cryptocurrency

Cryptocurrencies may add to compliance: ATO

The ATO has warned SMSFs to ensure appropriate independent advice is sought before investing in cryptocurrencies as such investments could add to the compliance burden.

read more
Regulation

SMSF body backs national focus on elder abuse

The SMSF Association has backed the federal government’s decision to adopt a national and consistent approach to the issue of elder abuse.

read more
Business News

Class hire to drive data feed innovation

Class has announced the appointment of high-profile financial services figure Tom Sargent to the role of feeds operations manager to drive innovation and growth in the delivery of data feeds to accountants, administrators, planners and clients.

read more
Strategy

Test strategy with accountant, administrator

Hands holding pieces of jigsaw puzzle.

SMSF advisers need to work in conjunction with accountants and fund administrators before implementing certain strategies for their clients to ensure successful execution in the post-super reform environment.

read more
Practice Management

Advice will face customisation revolution

The future of the SMSF advice proposition will mimic the same shift experienced by other industries whereby services will be mass produced yet remain customisable for clients.

read more

Copyright © SMS Magazine 2024

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.