Articles by Krystine Lumanta

Accounting

Cloud allows agile offshoring, workforce

Accounting and financial services businesses that move to cloud-based systems can not only benefit from offshoring business efficiencies, but also nimbleness when it comes to staff.

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Strategy

SMSFs expect high growth with defensive portfolios

SMSF trustees have high growth expectations for the next 12 months, yet as many as 55 per cent have moved to a more defensive asset allocation amid continued market volatility, according to a recent industry paper.

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Business News

BT Panorama gaining SMSF cut-through

BT Financial Group (BTFG) has experienced good uptake of BT Panorama, with most new business being SMSFs, and is now focused on converting its SMSF connections in advice distribution and banking channels over to the operating system.

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Compliance

Automation equals compliance: BGL

BGL Corporate Solutions believes automation is a must when it comes to meeting the new SMSF reporting requirements as a result of the superannuation changes commencing on 1 July.

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Strategy

Three client strategies vital for SMSFs

Advisers need to discuss three crucial strategies that are required for every SMSF client as the current number of funds with all three in place is low, an SMSF strategist has said.

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LICs

Ethical LIC will appeal to SMSFs

Ethically screened listed investment company (LIC) Morphic Ethical Equities Fund, the first launched in over a decade, is expected to align well with SMSF investors’ growing desire for environmental, social and corporate governance, and responsible investing.

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Business News

Greiner, Ripoll appointed to SMSFA committee

The SMSF Association public policy committee has announced former New South Wales Liberal premier Nick Greiner and former federal Labor parliamentary secretary Bernie Ripoll as its latest members, in a move the body said would support the right policy settings for retirement incomes.

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Practice Management

Monitoring $1.6m may be less taxing than RBLs

Keeping tabs on clients’ balances not exceeding the $1.6 million transfer balance cap may not be as challenging as the days of reasonable benefit limits (RBL), a technical expert has said.

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Business News

ASIC releases info sheet on blockchain

The Australian Securities and Investments Commission (ASIC) today released an information sheet on distributed ledger technology (DLT), also known as blockchain technology.

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Superannuation

More SMSFs caught up in bankruptcy

The number of cases of insolvent and bankrupt trustees has increased, putting the SMSF itself in danger of being targeted by creditors chasing owed assets.

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