Articles by Malavika Santhebennur

Features

We don’t need no education – how much is enough?

Most industry associations accept the need for lifting education standards in advice but remain concerned for practitioners because of the possible impositions that will be placed on them by the Financial Adviser Standards and Ethics Authority.

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Accounting

Accountants still worried about advice

Accountants remain concerned about how they are going to execute their SMSF business in light of the new advice education standards and the limited licensing regime, according to AccountantsIQ.

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Regulation

Uptick in trustee regulation questions

Online broking company Bell Direct is increasingly fielding queries from SMSF trustees on contribution limits, changing regulation and balance caps as they look to manage their administration.

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ETFs

Large bond parcels deter SMSFs

Large corporate bond parcel sizes in Australia are deterring SMSF investors from playing in this space, with many opting for exchange-traded funds (ETF) instead, according to an investment firm.

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Accounting

Limit accountants to one bridging course

Designer using a laptop to study.

The professional standards body should recognise the professional study accountants have undertaken in the past and only require them to layer it with advice-related study, according to AccountantsIQ.

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Documentation

Clarity needed on BDBNs, pensions

An SMSF member’s ability to convert a pension established as non-reversionary into a reversionary pension through appropriate documentation remains a grey area, according to a lawyer.

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Auditing

Audit proposal will boost costs

The federal government’s 2018 budget measure to allow SMSFs with a good compliance and record-keeping history the ability to switch to a three-yearly audit cycle will potentially increase costs for trustees and make the audit process more burdensome, according to an auditor.

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Business News

Fintech firm teams with SMSF software company

Financial services fintech firm Mafematica is partnering with BGL to provide retirement solutions to clients of BGL Corporate Solutions.

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Business News

Class, ASAP unveil actuarial partnership

Class has announced the addition of actuarial certificate services from an existing partner, digital SMSF advice provider ASAP Advice.

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Business News

Class unveils TBAR console

Class has launched the Class TBAR Console to provide bulk event-based reporting in a bid to reduce complexity arising from the transfer balance account report (TBAR) regime.

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