Articles by Malavika Santhebennur

Retirement, Superannuation

Renting retirees need extra $500k in super

Retirees who do not own a home may need to find an additional $500,000 in their super to fund their rent, raising questions over advice given to them about super, according to new research.

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ATO, Compliance, Regulation

SMSFs falling over on basic TBAR errors: ATO

The ATO has received transfer balance account reports (TBAR) from 135,000 SMSFs thus far, but trustees are being caught out by basic errors in the information they are supplying.

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Investments

Next TraCR series tackles SMSF diversification

Stock exchange Chi-X Australia and Deutsche Bank have launched the next series of transferable custody receipts, or TraCRs, to access United States equities in a bid to ease the process of investing internationally for SMSFs.

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Retirement, Superannuation

Gen Z most likely to seek retirement advice

Members of generation Z are most likely to ask friends and family for retirement advice, while baby boomers are most likely to be asked for advice, according to Roy Morgan.

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Documentation, Regulation

Super changes must spark trust deed review

Changes to super laws that resulted from the 2016 super reforms should be a trigger for SMSF trustees and their advisers to review the SMSF trust deed, according to a technical manager.

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mFund

SMSF advisers bulk of mFund users

Financial advisers who predominantly service SMSF trustees make up around three-quarters of those who use the Australian Securities Exchange (ASX) mFund Settlement Service.

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ATO, Strategy

Pre-July 2017 reserves on ATO radar

The ATO is keeping a watchful eye on SMSFs that created reserves just prior to July 2017 in the lead-up to the implementation of the 2016 super reforms, a lawyer has warned.

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ETFs, LICs

ETF industry beats LIC market

The Australian exchange-traded fund (ETF) industry surpassed the value of the listed investment company (LIC) market by around $60 million in September, according to BetaShares.

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ATO, Regulation, Strategy

Court case may spark in-house asset scrutiny

The ATO may become more mindful of SMSFs that lease residential property assets to related entities using smaller trust structures to circumvent in-house asset rules in light of the Aussiegolfa decision, an SMSF expert warned.

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Financial Planning, Retirement

Retirement confidence remains lacklustre

Two-thirds of Australians lack confidence about their finances in retirement, driven by higher living costs and uncertain times, according to a survey.

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