Articles by Malavika Santhebennur

Business News

Natasha Fenech resigns as SuperConcepts head

SuperConcepts chief executive Natasha Fenech has resigned after five years at the firm to take another opportunity as a chief executive within the financial services industry outside the SMSF sector.

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Retirement, Superannuation

Sector unprepared for cognitive decline

review: superannuation; retirement

The SMSF sector has failed to provide the appropriate regulation, support structure, products and services for trustees facing cognitive decline, according to research house Investment Trends.

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Platforms, Superannuation

FUA rise, technology updates for BT Panorama

BT Financial Group (BTFG) has announced its funds under administration (FUA) have risen by 65 per cent since November 2017 to reach $13 billion.

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Accounting, Education, Financial Planning

FASEA issues foreign qualification guidance

The Financial Adviser Standards and Ethics Authority (FASEA) today released its policy on foreign qualifications for financial advisers, outlining how new and existing advisers can qualify under the new education standards.

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ASIC

Planner charged over SMSF fund transfers

A former Melbourne financial planner has been charged with 13 offences involving dishonesty relating to his clients’ SMSF assets while running a financial services business.

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Accounting, ASIC, Property

Industry echoes execution-only advice warning

SMSF industry experts have repeated warnings issued by the corporate regulator that there will be a clampdown on client-driven execution-only advice by unlicensed accountants establishing SMSFs for their clients.

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Regulation, Retirement, Superannuation

Aust shares still favourable under ALP policy

The Labor Party’s proposal to scrap excess imputation credit funds will not result in an immediate shift in SMSF portfolios as premium yields on Australian stocks will still be powerful enough to attract investors, according to Ausbil.

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Regulation, Retirement, Superannuation

Franking credit policy will shake tax neutrality

The federal opposition’s franking credit proposal will disrupt tax neutrality in the superannuation industry should it become policy, SuperConcepts has warned.

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Accounting, Financial Planning

Accountants risk losing trusted adviser title

Accountants are jeopardising their role as the trusted adviser for SMSFs by not embracing the licensing regime following the removal of the accountant’s exemption and with financial planners becoming more willing to adapt to new education standards and other regulations.

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Accounting, Administration

Class integrates with Xplan

Class today announced its new data feed integration with IRESS’s wealth management software, Xplan, which will allow a shared single view of investments and other data for financial advisers, accountants and their clients.

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