Articles by Krystine Lumanta

LICs

Global listed infrastructure not just bond proxy

By Sovereign yields around the world are climbing on the back of rising inflation expectations and recent political events, but higher interest rates do not correlate to lower returns for infrastructure stocks, according to an AMP Capital white paper.

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Compliance & Regulation

Shorten’s LRBA ban for SMSFs “ill-conceived”

Opposition leader Bill Shorten’s suggestion that a ban on the use of direct borrowing by SMSFs should be revisited to help cool an overheated housing market has been labelled a poor attempt to attack the sector as statistics show no link to systemic risks.

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Documentation

Reversionary terms not properly documented

Many existing SMSF trust deeds may not include clearly stipulated terms required for funds to properly deal with reversionary pensions under the incoming superannuation rules, according to a technical expert.

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Investments

Global disruption fund achieves four-star rating

The Loftus Peak Global Disruption Fund, covering listed global equities on major stock exchanges, has been awarded a four-star superior investment-grade rating following an independent review by SQM Research.

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Business news

Expectation management fundamental to adviser’s role

Delivering on client expectations in regard to portfolio construction and investment diversification is the key objective SMSF advisers are looking to achieve, whether through traditional face-to-face advice or via the emerging online automated model.

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Strategy

Contributions not just limited to cash

SMSF trustees need to look beyond cash transfers when assessing whether they are adhering to the annual contributions caps under the new superannuation rules.

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Documentation

Actuarial certificates still required

The government has confirmed the need for an actuarial certificate to claim exempt current pension income (ECPI) when the assets of an SMSF are not segregated, with the release of the Treasury Laws Amendment (Fair and Sustainable Superannuation) Regulations 2017 in late March.

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Strategy

Options a viable portfolio protector

Implementing portfolio protection via the use of options can prevent investors from experiencing significant losses caused by periods of extreme market volatility, according to an executive specialising in derivatives.

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Compliance & Regulation

Debate over mandated minimums anticipated

SMSF Association head of policy Jordan George.

The minimum balance or starting point for SMSF establishment has been flagged as an area that will once again come under scrutiny as the wider super industry undergoes an assessment into its efficiency and competitiveness.

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Compliance & Regulation

Govt committed to best possible super system

Revenue and Financial Services Minister Kelly O’Dwyer has reaffirmed the federal government’s commitment to its changes to the superannuation system, maintaining they are necessary to best safeguard and grow people’s retirement savings.

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