Articles by Krystine Lumanta

Business News

New SMSF appropriateness tool unveiled

Ignition Wealth today announced the launch of a software technology solution that automates the process of assessing clients’ suitability to establish an SMSF, reducing the time and cost involved for practitioners.

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Business News

Negative sentiment towards offshoring

SMSF trustees are uneasy with their personal financial information being sent offshore by accountants and advisers, a new survey conducted by Superfund Wholesale has found.

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Business News

BGL unveils latest Simple Fund 360

BGL Corporate Solutions has released Simple Fund 360 Version 3.0, which is specifically designed to support the 2700 firms with over 140,000 SMSFs currently using the software.

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Business News

Class, Super Know How partner on audits

Class has announced boutique SMSF service provider Super Know How as its latest partner to integrate with Class’s unique audit functionality.

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ATO

IPA keeps ATO outage issue on the table

ATO system outages are still an issue affecting practitioners, leading the Institute of Public Accountants (IPA) to consider pursuing compensation should the problems continue.

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Compliance

Tailoring, updates vital to SOA compliance

Accountants using white-label statement of advice (SOA) services must ensure their templates are specifically tailored to each client, as well as kept up to date with the ongoing changes to the super reforms, in order to meet Australian Securities and Investments Commission standards.

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Accounting

Class integrates advice services

Class has announced its latest partnership with online financial product advice provider Accountants Scaled Advice Platform (ASAP) to support its accountant users with the cost of complying with financial licensing laws, following the removal of the accountants’ exemption.

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Business News

Advisers fatigued by ongoing super work

SMSF advisers are feeling bogged down by all the new super changes and are likely to be working through them beyond Christmas, a specialist sector lawyer has said.

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Business News

SMSF accounts forecast to hold $236b by 2026

SMSF accounts in accumulation phase are projected to hold $236 billion in funds under management (FUM) and comprise 9 per cent of total assets by 2026, down from 14 per cent in 2016, according to the latest figures from DEXX&R.

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Accounting

Accountants warned on investor certificates

The Australian Securities and Investments Commission (ASIC) has taken action over the misuse of sophisticated investor certificates after it found some accountants have facilitated retail investors acquiring shares offered by a company without adequate, or any, disclosure.

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