Articles by Krystine Lumanta

ATO

Future tax changes to impact pension rollback

Many SMSF advisers are grappling with which of their clients’ pension accounts to roll back, yet any further taxation changes made by the government will have a significant impact on the final decision, an industry SMSF lawyer has warned.

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Accounting

White label SOA service gains traction

AccountantsIQ has reported strong interest from licensed accountants turning to its white label statement of advice (SOA) solution, in a quest to deliver quality advice quickly and efficiently ahead of the new superannuation changes commencing on 1 July.

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LICs

Ethical LIC IPO exceeds $38.5 million

The initial public offering (IPO) for ethically screened listed investment company (LIC), the Morphic Ethical Equities Fund, has exceeded its minimum target of $38.5 million, with just over a week of the offer period still to go.

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Superannuation

Trustee profile not static: report

The profile of SMSF trustees is not fixed and is likely to move into one or two other categories over time, the latest industry report has revealed.

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Business News

Class takes 22 pct of SMSF market share

Class has reported the number of SMSFs on Class Super increased by 5067 to 132,873 for the quarter ending 31 March, taking its share to 22.4 per cent of the estimated 593,000 SMSFs in the market.

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Practice Management

New breed of SMSFs to drive advice model

SMSF investors who fall into the outsourcer and coach seeker categories are destined to disrupt the industry and the way advice is delivered in the future, according to the latest industry research.

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Accounting

Slight changes required for actuaries

Actuaries will need to address a small number of changes in relation to issuing actuarial certificates, despite the government’s decision to keep them in place for unsegregated funds when claiming exempt current pension income (ECPI).

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Business News

Rubinsztein appointed to Class board

Class today announced the appointment of ex-Colonial First State (CFS) executive Nicolette Rubinsztein to its board as an independent non-executive director, effective 1 April.

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Superannuation

Actuarial certificate maintains sector integrity

Treasury’s decision to uphold the requirement to obtain an actuarial certificate for unsegregated, or proportional, funds when claiming exempt current pension income (ECPI) has been applauded by SMSF industry executives, who have labelled the move a positive outcome for the sector’s integrity. The Treasury Laws Amendment (Fair and Sustainable Superannuation) Regulations 2017, issued on Monday, […]

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Estate Planning

Planning vital for second death benefit

Advisers helping SMSF clients with estate planning must place greater importance on the second member’s death and where those benefits are expected to end up.

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