Articles by Krystine Lumanta

ETFs

Diversification driving SMSF ETF use

Diversification is the primary reason for SMSF investors’ use of exchange-traded funds (ETF), a new study has found.

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ATO

Compensation for ATO outage possible

Tax agents and practitioners affected by last year’s prolonged ATO online outages could take further action to possibly obtain compensation for the adverse impacts on business productivity and damage to client relationships.

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Business News

DomaCom effective in MA structure

Fractional property investment platform DomaCom has successfully completed its first property acquisition for an advisory group through managed account provider, managedaccounts.com.au, demonstrating an access advantage for advisory groups.

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Business News

Spring FG acquisition to bolster SMSF offer

Listed wealth management firm Spring Financial Group (Spring FG) today announced the acquisition of specialist superannuation and retirement business Financial Choice, saying the purchase will help strengthen its SMSF capabilities and services.

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Business News

SMSFs diversifying across property

Fractional property fintech BrickX has revealed SMSFs are using its platform to expand their existing property portfolios by using a geographically diversified approach, which in turn spreads their risk across different properties.

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Compliance

Super rules drive renewed care on divorce

Greater attention to detail must be applied when dealing with SMSF clients undertaking a divorce as the incoming super changes starting on 1 July will provide both positive and negative opportunities.

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Strategy

Single strategy should not be assumed

A recurring misunderstanding in the industry is that only one investment strategy is required for a husband-and-wife SMSF, according to a technical expert.

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Accounting

New active funds align with trustee control

Vanguard Australia’s recently launched low-cost active funds in the local market are expected to resonate well with SMSF trustees’ need for greater control over their investments.

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ETFs

SMSFs targeting specific exposures

Despite the Australian exchange-traded fund (ETF) sector’s slow start to the year, SMSF investors are on the hunt for unique exposures within traditional asset classes and are also showing a preference for rules-based ETFs, according to State Street Global Advisors (SSGA).

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Regulation

Reinstate CC cap for over-50s: IPA

The Institute of Public Accountants (IPA) has called for the restoration of the superannuation concessional contribution (CC) cap for those over 50 to $35,000 and reminded the federal government the Henry tax review recommended a higher cap.

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