Articles by Krystine Lumanta

Business News

New book tackles super challenges for SMSFs

Two tax and SMSF experts have released a new book to help trustees take the best steps in preparation for the incoming, complex changes to superannuation.

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Compliance

SMSF body applauds draft laws on TRIS

Exposure draft legislation released by the federal government last week contains clarity around changing a transition-to-retirement income stream (TRIS) into an account-based pension and will result in a reduction in the amount of compliance activity required ahead of 1 July.

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Business News

New robo offer to target small-balance SMSFs

Automated advice firm Six Park has launched a robo-advice solution combined with SMSF administration, designed with smaller-balance funds in mind as a result of the high costs and poor investment diversification in the sector.

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Business News

Quill launches SMSF adviser portal

Financial services firm Quill Group has created a new low-cost cloud-based adviser portal aimed at improving efficiency and increasing revenue for professionals by entirely managing their SMSF clients’ needs in one place.

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Business News

SMSF fraudster arrested, charged

An Australian Securities and Investments Commission (ASIC) investigation has resulted in Craig Kirrin Gore appearing before the Brisbane Magistrates Court after being arrested and charged with 15 offences.

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Business News

Fund expansion to boost diversification

Rushton Financial Services has expanded its Global Market Neutral Fund into 23 countries, making it one of the most internationally diversified of its type available to Australian investors, including SMSFs.

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ATO

Contention surrounding TRIS to ABP

There is growing industry concern about the ATO potentially deeming the traditionally straightforward move from a transition-to-retirement income stream (TRIS) to an account-based pension as a new pension interest, a technical expert has revealed.

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Compliance

Super changes to prop real-time reporting

The complexities and requirements of the superannuation changes commencing on 1 July will play a significant role in driving the SMSF sector to move closer to real-time reporting and up-to-date data, according to a technical expert.

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Retirement

Start retirement planning as early as possible

The new superannuation rules have given greater impetus to have a retirement plan in place much sooner than previously suggested, a specialist SMSF adviser has warned.

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ATO

Professionals combine efforts for CGT

The complexities of identifying and applying capital gains tax (CGT) relief for SMSFs has resulted in professionals working together to ensure their clients did not miss out on the one-off tax concession, according to BT Advice Technical.

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