Articles by Krystine Lumanta

Superannuation

SMSFs seeking stronger valuation evidence

Person using binoculars on a yacht.

A number of SMSF trustees are providing more evidence and support documents for asset and investment valuations to lodge with the ATO, an industry auditor has revealed.

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Compliance

Bulk conversion offer proves popular

SuperCentral has revealed its bulk conversion program and online SMSF services that support advisers in achieving seamless compliance have experienced strong take-up in the marketplace.

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Infrastructure

Benign position expected for infrastructure

The macroeconomic outlook will have no detrimental effects on the infrastructure sector, with three key themes driving the market in 2018, according to RARE Infrastructure.

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ATO

Time extension granted for annual returns

SMSF; pension; exemption

The ATO has announced it will extend the due date for lodgement of SMSF annual returns for 2016/17 to 30 June 2018.

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Compliance

Licensees cutting corners with BDBNs

The Australian Securities and Investments Commission (ASIC) has put the financial advice sector on notice after finding issues with advisers failing to correctly witness binding death benefit nomination (BDBN) forms for super benefits.

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Business News

SMSF returns reflect adviser efforts

The SMSF sector’s returns matching Australian Prudential Regulation Authority (APRA)-regulated fund returns during 2015/16 demonstrates the hard work of SMSF specialists who advise many members about their investments, the SMSF Association has said.

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Estate Planning

Take-up of investment bonds increases

Investment bonds are proving to be a popular alternative estate planning strategy, particularly among older SMSF trustees with super balances greater than the $1.6 million transfer balance cap, according to Australian Executor Trustees (AET).

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ATO

SMSFs achieve positive return on assets

Closed hand against blackboard.

The latest statistics from the ATO have revealed the SMSF sector is continuing to grow, with positive returns on assets, and increasing fund and member numbers.

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Accounting

Accounting app captures business insights

Accountants, financial advisers and business owners have a new cloud-based application that will give them unrivalled insight into company financial performance, allowing smarter scenario planning and business analysis.

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Business News

Verante FP unveils knowledge centre

Verante Financial Planning has boosted its education efforts through its Financial Knowledge Centre, which includes a comprehensive module on SMSFs.

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