Articles by Malavika Santhebennur

Profiles

One on one with…Melanie Dunn

Accurium SMSF and retirement income technical services manager Melanie Dunn’s aptitude in mathematics and her thirst for a challenge led to her pursuing actuarial studies, which in turn led her to the world of SMSFs

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Accounting, ASIC, Compliance

Unlicensed accountants get new documentation tool

Specialised SMSF training firm Smarter SMSF has joined forces with Licensing for Accountants to launch a documentation tool for unlicensed accountants, allowing them to provide execution-only services without providing advice.

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Appointments, ASIC

Govt announces new ASIC deputy chair

The federal government has appointed Productivity Commission deputy chair Karen Chester as a full-time deputy chair of the Australian Securities and Investments Commission (ASIC).

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ETFs, Investments

US ETFs key to more diversification

SMSF trustees and advisers must consider using United States exchange-traded funds (ETF) for diversification and access to a broader range of sectors, according to a wealth management firm.

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ETFs, Investments

SMSF appetite strong for tech stocks

Exchange-traded fund (ETF) provider BetaShares is continuing to experience strong demand for its global technology sector ETF range from SMSFs, advisers, self-directed investors and millennials.

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Financial Planning, Regulation

AFCA probing systemic issues, serious breaches

The Australian Financial Complaints Authority (AFCA) is currently investigating 84 definite systemic issues and four potential serious contraventions and other breaches, with complaint rates skyrocketing in the body’s first month of operation.

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Accounting, Compliance, Education

Limited licensing at odds with FASEA requirements

The new education requirements for accountants who wish to continue providing financial advice coupled with the limited licensing requirements have made compliance activity excessively onerous for these practitioners, according to an online technical service provider.

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Financial Planning, Investments, Portfolio Construction

Advised investors more buoyant about markets

Australian investors who have a professional financial adviser are considerably more confident about the outlook for investment markets compared to those who do not seek advice, according to a new survey.

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Compliance, Education, Financial Planning

KnowITdigital unveils study hub, partnerships

KnowITdigital has announced three additions to its wealthdigital online platform, including the areas of study and compliance.

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ATO, Property, Residential Property

ATO issues Aussiegolfa decision impact statement

The finding in the Aussiegolfa decision that deemed the SMSF trustee’s property held by fractional property investment house DomaCom is a separate trust will not have a significant impact on traditional multi-class managed funds, according to the ATO.

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