Articles by Malavika Santhebennur

FASEA amends foreign qualification measure

July 30, 2018

The Financial Adviser Standards and Ethics Authority (FASEA) has said it will modify an error it made in its draft guidance on education pathways for new and existing financial advisers with foreign qualifications.

FASEA issues correction on foreign qualifications

July 30, 2018

Malavika Santhebennur

The Financial Adviser Standards and Ethics Authority (FASEA) has issued a clarification today about an error it made in its draft guidance on education pathways for new and existing financial advisers with foreign qualifications.

US inflation hike to impact on SMSF portfolios

July 26, 2018

Malavika Santhebennur

Increased threats of inflation in the United States will impact equity and bond markets, and poses challenges for the outlook for both equity and bond beta, according to a fund manager.

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ATO, Retirement, Superannuation

PC made SMSF findings despite flawed data

July 25, 2018

Malavika Santhebennur

The Productivity Commission went ahead and made significant findings regarding SMSF returns and costs despite acknowledging problems with its “fundamentally flawed” data, an industry body has argued.

Planners feel left out of TBAR loop

July 24, 2018

Malavika Santhebennur

Financial planners with SMSF clients feel excluded from the transfer balance account reporting (TBAR) process due to poor communication practices that currently exist between themselves, accountants, trustees and administrators, according to a specialist SMSF adviser.

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Education, Financial Planning

FASEA releases draft CPD details

July 24, 2018

Malavika Santhebennur

The Financial Adviser Standards and Ethics Authority (FASEA) has today released draft guidance around continuing professional development (CPD) for providers as well as the proposed process for those with educational qualifications obtained outside Australia.

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Business News, Financial Planning

PwC details CPA Advice assessment

July 23, 2018

Malavika Santhebennur

The original reasoning for establishing CPA Australia Advice remains valid but there was insufficient demand from members to make it financial viable, according to further details outlined in PwC Strategy’s assessment.

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Business News, Financial Planning

CPA Australia scraps advice business

July 23, 2018

Malavika Santhebennur

CPA Australia announced last week it is exiting the business of CPA Australia Advice after a post implementation review by PwC Strategy found the business was no longer financially viable.

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Financial Planning

CPA Australia exits advice

July 20, 2018

Malavika Santhebennur

CPA Australia has announced it is exiting the business of CPA Australia Advice after a post implementation review by PwC Strategy found the business was no longer financially viable.

Family SMSF advice now an elite specialist field

July 19, 2018

Malavika Santhebennur

Family SMSF structures, which can be bloodline, blended or multigenerational, have become an elite specialisation and require an additional level of understanding from advisers, according to a sector expert.

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