Articles by Krystine Lumanta

Superannuation

LRBAs still have merit

Despite the federal government’s decision to include the outstanding balance of limited recourse borrowing arrangements (LRBA) in a member’s annual total super balance, advisers can still find opportunities for their SMSF clients ahead of the new rules commencing, according to a superannuation and estate planning legal expert.

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Features

The final countdown: Preparing for the new world of super

In the lead-up to many measures of the Turnbull government’s new superannuation legislation commencing on 1 July, a number of areas must be reviewed and presumably amended to ensure SMSFs are in line with the new rules.

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Features

The rise and rise of LICs

Listed investment companies continue to be included in portfolios by SMSFs, which make up the large bulk, if not the majority, of the shareholders in these structures.

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Profiles

One on one with…Kasey Macfarlane

ATO SMSF segment assistant commissioner Kasey Macfarlane was exposed to SMSFs early in her career when they were known as excluded funds.

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Investments

SMSFs pursuing high yield on property P2P

Peer-to-peer platform for real estate debt Peer Estate has identified its SMSF users are showing a strong preference for opportunities that offer higher returns.

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Superannuation

Financing for NCCs offered to SMSFs

Gresham Partners has designed a solution that allows superannuants to make a significant contribution to their fund before the 1 July super changes come into force.

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Superannuation

SMSFs significantly ramp up benefit payments

SMSF trustees boosted their benefit payments in the March quarter as a way of taking advantage of the current rules around non-concessional contribution (NCC) caps, the latest SuperConcepts “SMSF Investment Patterns Survey” found.

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Business News

CAANZ appoints new chief

Chartered Accountants Australia and New Zealand (CAANZ) today announced Rick Ellis as its next chief executive.

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Business News

BrickX gains four-star SQM rating

Fractional online property investment platform BrickX has been awarded a superior rating from research house SQM Research, scoring four out of five stars.

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Business News

Uncertainty on time limit for budget measures

The two key superannuation-related measures contained in the 2017 federal budget have no specified usage or expiry period, requiring SMSFs and superannuants to be vigilant around their plans to adopt either strategy.

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