Articles by Malavika Santhebennur

Accounting, Financial Planning, Investments

Licensing regime a one-dimensional view on advice

The limited licensing regime for accountants is proving to be too onerous and has failed to recognise financial advice is not a monolithic unit, according to new online marketplace and platform offering OpenInvest.

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Education, Financial Planning

FASEA publishes two new legislative instruments

The Financial Adviser Standards and Ethics Authority (FASEA) has issued two additional legislative instruments for consultation, with one covering the relevant providers degrees, qualifications and courses standard.

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ASIC, Property, Retirement

Advisers failing SMSFs on property: panel

SMSF advisers are failing to discuss vital issues with clients when advising them on property investment, including contingency plans when they retire and liquidity issues.

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Investments, Regulation, Retirement

Imputation credit policy carries currency risk

The Labor Party’s proposal to scrap imputation credit cash refunds will encourage Australian investors to invest globally, hence increasing currency risk, a fund manager has warned.

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Education, Financial Planning

FASEA implementation for existing advisers unclear

The SMSF Association has expressed strong concerns about how the new education and ethical standards will apply to existing financial advisers following the release of a revised standards framework by the Financial Adviser Standards and Ethics Authority (FASEA).

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Education

Demand swells for SMSF education

Demand for specialist SMSF education is rising as advisers grapple with new superannuation reforms, according to SuperConcepts.

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ETFs, Investments

Fixed income active ETF to target SMSFs

BetaShares and Legg Mason have launched Australia’s first fixed income active exchange-traded fund (ETF), which will target SMSFs and other retail investors.

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Investments, Property

DomaCom clears equity release regulatory hurdle

Fractional property firm DomaCom today announced it has received ASIC clearance that will allow it to deliver an equity release product for the asset-rich, cash-poor retiree cohort.

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Accounting, ATO

New SMSFs favour specialists over generalists

New business generated by specialist SMSF firms is nearly three times that of generalist practices as new SMSFs prefer specialists, especially those with a larger number of funds, research released this week revealed.

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Accounting, Documentation, Regulation

TBAR will raise technology use by accountants

Transfer balance account report (TBAR) requirements will force accountants to refocus on how they will use technology in their practices to service their SMSF clients, a technical expert has said.

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