Articles by Malavika Santhebennur

Retirement, Superannuation

SMSFA pushes for spousal rollover measure

The SMSF Association has used its budget submission to call for the introduction of a spouse rollover measure to close the gender retirement gap.

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Regulation, Strategy, Superannuation

Franking credit policy planning already underway

Trustees and their advisers are considering various strategies to minimise the impact of Labor’s proposed franking dividend policy.

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Tax

ALP’s trust tax leaves SMSFs hanging

SMSFs have been warned they could be affected by Labor’s proposal to charge a 30 per cent tax rate on discretionary trust distributions to those over 18.

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Accounting, Regulation

Time to review licensing necessity

The head of an industry body has recommended accountants review their service propositions to determine if operating under a licence and complying with FASEA are necessary.

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Accounting

RC recommendations to boost trust in advice

The SMSF Association has welcomed the banking royal commission’s report, saying it has laid the groundwork to improve trust and professionalism in the financial advice sector.

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ATO, Superannuation

Members find super worth over $860m

Super members found and merged over 105,000 super accounts worth more than $860 million last year.

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Investments

SMSF managed fund use favours global stocks

Class’ SMSF Benchmark Report shows SMSFs using managed funds lean towards investing in global equities via these vehicles.

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Regulation, Strategy

SMSF specialist warns of super changes ahead

Accountants need to take heed of Labor’s proposed changes to super and consider how they can optimise their clients’ SMSFs now.

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Investments

Trustees dump top 10 domestic equities

SMSF trustees are reducing their investments in Australia’s top 10 listed equities as banks’ bad fortunes drag down the All Ordinaries index.

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Financial Planning, Regulation, Superannuation

RC unconvinced on advice model revamp

The banking royal commission’s final report has not called for the structural separation between product and financial advice, stating it would be costly.

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