Articles by Krystine Lumanta

ATO gives SMSF sector a healthy assessment

December 10, 2018

The ATO has given the SMSF sector a clean bill of health amid the super reform challenges as it looks to lift trustee education and literacy in the next 12 months.

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ATO, Uncategorised

SMSFs shown to outperform APRA funds

December 10, 2018

Krystine Lumanta

The latest Class “SMSF Benchmark Report” has refuted the Productivity Commission’s claims that Australian Prudential Regulation Authority (APRA)-regulated funds are outperforming SMSFs, following a like-for-like comparison.

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Investments, Strategy

Diversification across defensive assets essential

December 10, 2018

Krystine Lumanta

Investor portfolios require a mix of defensive assets as each category has a role to play in today’s market, a boutique fund manager has said.

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Compliance & Regulation

Government moves to fix legal anomalies

November 7, 2018

Darin Tyson-Chan & Krystine Lumanta

The federal government has announced it will be amending the current superannuation legislation to correct a few irregularities that have led to poor and inconsistent outcomes for SMSF trustees.

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Compliance & Regulation

SuperStream could create SMSF contributions issue

October 9, 2018

Krystine Lumanta

The extension of SuperStream to SMSFs will be a positive development for rollovers, however, the inclusion of contributions will be problematic, a technical expert has warned. At the recent Chartered Accountants Australia and New Zealand 2018 National SMSF Conference, SuperConcepts technical services and education general manager Peter Burgess said the draft regulations seek to remove […]

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Investments, LICs

New LIC to provide overseas investment opportunities

September 12, 2018

Krystine Lumanta

Australian boutique fund manager Tribeca Investment Partners has today opened its initial public offering (IPO) for a new listed investment company (LIC), Tribeca Global Natural Resources.

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Compliance & Regulation

SMSF SuperStream draft laws released

August 9, 2018

Krystine Lumanta

Treasury has released its exposure draft to amend the Superannuation Industry (Supervision) Regulations 1994 (SISR) to extend the operation of SuperStream to capture SMSFs, with the consultation period now open.

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Strategy

PPM expands equities portfolio access

July 10, 2018

Krystine Lumanta

Sydney-based boutique investment firm Private Portfolio Managers (PPM) has announced its separately managed account model Australian equities and global equities portfolios are now available on multiple platforms.

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Compliance & Regulation

Productivity Commission finds small SMSFs worse off

June 8, 2018

Krystine Lumanta

The investment performance of SMSFs with less than $1 million in assets is significantly worse than that of institutional funds, according to the Productivity Commission’s assessment of superannuation’s efficiency and competitiveness.

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Strategy

LRBA treatment for total super balance amended

June 8, 2018

Krystine Lumanta

The federal government has backed down on its proposal to count outstanding limited recourse borrowing arrangement (LRBA) loan balances against an SMSF member’s total super balance by making a key amendment to the measure.

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