Articles by Krystine Lumanta

Business News

IPA unveils new look

The Institute of Public Accountants (IPA) today revealed a new logo for its operations in Australia and overseas, the first of a number of new initiatives for its members.

read more
Regulation

Contributions advice has many moving parts

The start of new concessional contributions (CC) and non-concessional contributions (NCC) caps, in conjunction with the bring-forward rule, from the 2016 federal budget super changes has added an element of complexity to any contributions advice given after 1 July.

read more
Business News

Howes to oversee SMSFs at BTFG

BT Financial Group (BTFG) has revealed its general manager of superannuation, Melinda Howes, has absorbed responsibility for the firm’s SMSF business, following the announcement of Craig Lawrenson’s departure last month.

read more
Accounting

Class sets new SMSF growth milestone

Class has reported a record increase in the number of accounts administered on its software in the 2017 financial year, with the superannuation reforms driving accountants to move from legacy desktop software to cloud technology.

read more
Business News

Exit plan for intergenerational SMSFs key

SMSFs involving many people can be complex and time-consuming to deconstruct, therefore when establishing an intergenerational SMSF, it is vital to discuss what will happen when it is eventually wound up, according to SMSF Association head of technical Peter Hogan.

read more
Features

Walk the line

The complex changes to superannuation have raised fresh concerns and confusion around demarcation when it comes to the roles of the accountant, tax agent and financial planner for the SMSF client.

read more
Features

1UP: The new life of estate planning

While the incoming superannuation legislation does not directly alter the rules of estate planning, the $1.6 million transfer balance cap will have a significant impact on trustees’ succession objectives.

read more
Profiles

One on one with…Craig Day

Working within the Colonial First State (CFS) FirstTech team since it was established in 1999, executive manager Craig Day believes he’s seen it all.

read more
Regulation

Final stage of super review underway

The federal government has started the third and final stage of the review into the efficiency and competitiveness of the superannuation system, with the draft report due by the end of January 2018.

read more
ETFs

Average age of SMSF ETF users drops

Over the past 12 months there has been a noteworthy demographic shift occurring within the exchange-traded fund (ETF) sector when it comes to SMSF users specifically, an ETF issuer has revealed.

read more

Copyright © SMS Magazine 2024

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.