Articles by Malavika Santhebennur

Practice Management

SMSF body ponders creating bridging courses

Businessperson or designer using laptop computer at desk in office

The SMSF Association is contemplating reallocating its resources from delivering specialist education to potentially assisting with the required bridging courses under the new education standards for financial advisers.

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Accounting

Relationship changes affect downsizer eligibility

A couple look at a map.

Financial advisers and accountants need to be across how a change in home ownership due to relationship changes can affect how couples make downsizer contributions, an industry expert has said.

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Business News

Royal commission shines spotlight on SMSFs

The corporate watchdog has revealed to the banking royal commission that nine out of 10 pieces of advice relating to the establishment of SMSFs fail to comply with the best interest duty and regulated obligations in the Corporations Act.

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Superannuation

Focus on SMSF modified balance: Dunn

Tax inspector investigating financial documents through magnifying glass.

Advisers need to focus on the modified transfer balance of SMSFs and ensure it reflects current value when calculating their total superannuation balance (TSB), an industry expert has said.

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Investments

Volatility deters SMSF investment

A human hand holding a pale pink piggy bank

More SMSF trustees are keeping cash in reserves amid growing concern over ongoing global volatility and regulation, opening up opportunities for advisers, according to AMP Capital.

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ETFs

Vanguard to list active factor ETFs

Vanguard will begin trading two new active factor exchange-traded funds (ETF) on the Australian Securities Exchange tomorrow, including one that protects SMSF clients against volatility.

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Business News

ASIC accepts CBA subsidiaries’ EU

The Australian Securities and Investments Commission (ASIC) has accepted an enforceable undertaking (EU) from Commonwealth Bank of Australia subsidiaries following an investigation into their fees-for-no-service conduct.

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Regulation

Get advice on imputation policy: DNR Capital

Noughts and crosses in chalk on a blackboard

There is a risk SMSFs will switch from highly franked stocks into highly expensive stocks in response to Labor’s excess dividend imputation credits proposal and if they are failing to receive appropriate advice.

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Business News

FASEA focus unchanged as CEO exits

School accessories, books and fresh apple against chalkboard

The direction of the education framework for financial advisers will remain unchanged under the Financial Adviser Standards and Ethics Authority’s (FASEA) new leadership following the resignation of chief executive Dr Deen Sanders.

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Business News

SMSF Association, BT unveil partnership

John Maroney

The SMSF Association today announced a four-year partnership with BT Financial Group (BTFG) to provide education services and collaborate on events.

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