Articles by Krystine Lumanta

Compliance & Regulation

Watchdog busts free SMSF promoter

ASIC has begun legal action in the Federal Court seeking financial penalties and orders to prevent Superannuation Warehouse Australia (SWA) from flogging free SMSF set-ups.

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Compliance & Regulation

Ungeared trust works as LRBA alternative

Ungeared unit trusts could potentially become a relevant structure again for SMSF trustees should a ban on limited recourse borrowing arrangements (LRBA) go ahead.

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Compliance & Regulation, Strategy

Caution still required over excess contributions

The recent removal of the punitive tax rates on excess non-concessional contributions was not a free pass for SMSF advisers to neglect the caps, according to an expert SMSF lawyer.

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Business news

SMSFs deserve proper debate: Ripoll

The industry and major political parties needed to take a common-ground approach to dealing with the many challenges facing the superannuation sector, especially complex SMSF issues, the opposition financial services and superannuation spokesman Bernie Ripoll has said.

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ETFs

New UBS ETFs take ethical stance

UBS Global Asset Management has expanded its IQ suite of exchanged-traded funds (ETF) in Australia to include six new ethically-framed equity funds covering different parts of the world.

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Compliance & Regulation, Estate Planning

Perpetuity rules mustn’t be overlooked

SMSF trust deeds must be checked thoroughly for vesting dates as shorter perpetuity periods were not unheard of, according to an expert SMSF lawyer.

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LICs

Perpetual launches mid-cap LIC for SMSFs

Perpetual believes its first listed investment company (LIC) will attract SMSF trustees with its mid-cap Australian and international shares focus.

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Insurance

New insurance for trustees unveiled

SMSF Insurance Professionals has officially launched an SMSF trustee liability insurance policy covering the cost of trustee liabilities, fund liabilities, civil penalties, and audits and penalties from the Australian Taxation Office.

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Compliance & Regulation

ASIC against compulsory SMSF minimum balance

The Australian Securities and Investments Commission has rejected suggestions an obligatory minimum balance should be satisfied before an SMSF can be set up.

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Business news

Simple Fund 360 ready for beta delivery

Clouds in the sky

BGL Corporate’s cloud SMSF administration solution, Simple Fund 360, is undergoing testing and client authorisation for data services before its scheduled beta release in July.

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