Articles by Krystine Lumanta

Administration, Business News

New leadership at Class for next growth phase

SMSF administration software provider Class has announced its chief executive, Kevin Bungard, will step down from his role by mutual agreement with the board.

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Administration, ATO, Regulation

TBAR just the start of SMSF automation journey

SMSF practitioners must acknowledge the inevitability of the transfer balance account report (TBAR) regime moving to full, automated online reporting for the sector and what this will mean for their businesses.

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Education, ETFs

Vanguard launches global ETF research centre

Vanguard has established a dedicated research centre and team to address critical global exchange-traded fund (ETF) issues and to produce topical and insightful perspectives to investors, regulators and influencers.

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Financial Planning, Retirement, Strategy

Downsizer measure tops adviser queries

The new downsizer contribution, allowing clients to top up their super from the proceeds of the sale of their home, has come out as the number one adviser query in the September quarter, BT Financial Group’s (BTFG) technical team has said.

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Business News, Platforms

Hub24 posts record FUA results

Adviser investment platform Hub24 has reported its funds under administration (FUA) reached $9.1 billion for the September quarter, up 50.5 per cent on September 2017.

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ASIC, Financial Planning

Commonwealth FP given further improvements

The initial findings of a report into the fee-for-no-service conduct of Commonwealth Bank of Australia’s advice arm, Commonwealth Financial Planning, has been released, alongside additional recommendations.

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Investments

Digital platform onboards SMSFs

Spitfire has integrated SMSF clients onto its digital platform with strategic partnerships also underway as advisers look for next generation solutions that offer global markets and bespoke managed accounts.

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Insurance, Regulation

Life insurance issue possibly overlooked

The potential tax treatment of death benefits rolled over on or after 1 July 2017 where the rollover amount includes life insurance proceeds continues to be a sleeper issue, a technical expert has warned.

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ETFs, Infrastructure, Investments

Global infrastructure, small-cap ETFs unveiled

Two new exchange-traded funds (ETF) offering exposure to global listed infrastructure and international small companies will commence trading on the Australian Securities Exchange (ASX) in the coming weeks, providing investors with access to greater diversification.

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Financial Planning, HNWI

HNWIs to spur advice, structuring opportunities

The rapid growth in the number of high net worth individuals (HNWI) in Australia will open up more prospects for advice and wealth structuring within the segment.

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