Articles by Krystine Lumanta

Superannuation

Super reform impact on gender gap probed

Jigsaw pieces.

Insights into the average SMSF balances of men and women have been revealed in light of the superannuation reforms’ impact on potentially closing the gender gap, according to a new report.

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Documentation

Topdocs reveals latest integration

Legal document provider Topdocs has announced a new integration with SuperMate that will enable users to generate their SMSF documentation using the fund data stored in their SuperMate account.

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Accounting

BT Panorama expands SMSF reach

BT Financial Group (BTFG) today announced a partnership with BGL Corporate Solutions to enable accountants to move to the cloud and get the most out of the BT Panorama platform.

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Business News

Class delivers Simpler BAS

Class last week announced Simpler BAS functionality was now supported in both Class Super and Class Portfolio.

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Estate Planning

TBC outcome upon death overlooked

The SMSF Association has urged SMSF members to seek specialist advice on the possible impact of receiving a pension on the death of their spouse.

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Business News

Cash fund pays off for SMSFs

Boutique fund manager Prime Value Asset Management’s enhanced cash fund has topped the tables three years from inception, with many SMSF investors backing the strategy.

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Strategy

Active/passive framework valuable for SMSFs

A new decision-making framework that uses four variables to assist investors in deciding how to implement index investing, an active strategy or a combination could provide a more deliberate process for SMSF advisers and trustees when determining these allocations within their portfolios.

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Compliance

Industry shift to real-time inevitable

The SMSF industry will eventually move to a true real-time processing world as part of its evolution through using technology, as well as its response to newer compliance developments such as events-based reporting.

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Accounting

BGL ramps up integration focus

BGL Corporate Solutions has increased its activity for building data integration with the accounting community through its cloud products, Simple Fund 360 and CAS 360.

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Practice Management

Trustee data feeds hesitation not rife

The reluctance to use and switch to data feed automation for SMSFs has been cited as an ongoing issue for trustees, however, it is more concerning for the older generation of clients.

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