Articles by Malavika Santhebennur

ATO, Superannuation

Class finds holes in final PC report

Class has expressed concerns its research findings around SMSF returns are not fully reflected in the final Productivity Commission report.

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Compliance, Regulation

Royal commission effect on jobs already evident

The jobs market in the financial services and insurance sectors has taken a beating in the wake of the banking royal commission.

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Investments, Platforms

BT adds CoreSeries managed accounts to Panorama

BT has launched its CoreSeries range on BT Panorama, offering six active diversified managed portfolios.

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Regulation, Superannuation

ALP policy has potential economic consequences

The proposed changes to the franking credit rules could result in SMSF investors choosing debt for capital formation instead of equities, potentially threatening the Australian economy.

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ASIC, Compliance

Former adviser in court over SMSF, property advice

A former financial adviser is facing ASIC court action for unlicensed SMSF establishment advice involving acquiring property assets.

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Regulation, Retirement, Superannuation

Franking credit proposal fails policy test

Labor’s imputation refund proposal fails the public policy test on four grounds and will drive investors on to welfare, retirees have heard.

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ETFs

Asset prices dampen ETF growth

The exchange-traded fund (ETF) industry experienced muted growth in 2018, with the level of funds under management (FUM) below BetaShares’ forecast for the year due to declines in asset prices. The “BetaShares Australian ETF Review – End of Year Review 2018” said the Australian ETF industry grew by 13 per cent in 2018, ending the […]

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Investments, Regulation, Superannuation

Revised PC SMSF threshold remains misleading

The SMSF industry has welcomed the Productivity Commission’s revised minimum viability threshold for SMSFs to $500,000, but one firm has warned it is still misleadingly high as a cost-effective measurement.

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Financial Planning

Family and friends remain trusted advisers

Around 6 million domestic consumers seek advice about money and investments from family and friends rather than professional financial planners, while 3.5 million Australians are asked for financial advice, according to Roy Morgan.

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Accounting, Education, Financial Planning

FASEA confirms relevant degree standards

The Financial Adviser Standards and Ethics Authority (FASEA) has registered the legislative instrument for relevant provider degrees, qualifications and courses.

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