Articles by Malavika Santhebennur

Superannuation

Trustees must plan for mental incapacity

SMSF trustees must take appropriate action to ensure a fund’s complying status if they lose mental capacity, a law firm has warned.

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Investments

WCM unveils new fund with corporate culture focus

WCM Investment Management has a new offering in the market incorporating an investment process that focuses on corporate culture, which the firm said will suit SMSF investors.

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ASIC, ETFs

ASIC identifies risks in ETP market

The Australian Securities and Investments Commission (ASIC) has identified a range of risks in the exchange-traded products (ETP) market in Australia following a review prompted by the growing interest from SMSF and retail investors.

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Regulation, Superannuation

Lack of super objective hinders reform

The Financial Services Institute of Australasia (FINSIA) has called for the primary objective of superannuation to be legislated, arguing this oversight is holding the industry back from reform.

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Education

Tax practitioners undertaking CPE review

The Tax Practitioners Board (TPB) will carry out reviews of continuing professional education (CPE) records of over 1000 tax practitioners in 2018/19.

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Retirement, Superannuation

Super reforms cause ‘tectonic’ SMSF asset shift

The 2016 superannuation reforms have had a significant negative impact on SMSF pension assets and Labor’s proposal to reduce imputation credits for SMSFs would further punish self-funded retirees, according to Class.

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ASIC, Education, Regulation

ASIC changes adviser register reporting dates

The Australian Securities and Investments Commission (ASIC) has announced changes to reporting dates for various required notifications in the transition to the new financial adviser education reforms.

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Investments

Absolute return under-represented in SMSFs

Absolute return-style investing accounts for only $40 billion of the almost $700 billion sitting in SMSFs, which can be attributed to the large minimum investment size prerequisite, according to Arco Investment Management.

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Financial Planning

Adviser Ratings unveils new rating system

Adviser Ratings has proposed a new rating system for its network of 1800 financial advice licensees following consultation with government, regulators and industry.

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Education, Financial Planning, Regulation

FASEA slammed for draft guidance error

An SMSF specialist adviser has hit out at the Financial Adviser Standards and Ethics Authority (FASEA) for publishing erroneous requirements for financial advisers with foreign qualifications without conducting adequate research.

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