Articles by Tia Thomas

AFCA

AFCA unveils complaint management platform

AFCA complaints financial

AFCA has launched an interactive platform to help member firms manage real-time complaints and reduce disputes in the future.

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ATO, Documentation

ATO calls for asset accuracy

SMSF asset valuations

The ATO has reminded SMSF trustees that asset valuations should be accurate and up to date in their fund’s annual report, pointing to earlier guidance on how it views market value.

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Business News

Hub24 adds Dynamic Asset managed accounts

Hub24 Dynamic Asset

Hub24 has added Dynamic Asset’s managed accounts to its IDPS Choice menu on the platform.

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ASIC

Contempt claim filed against Mayfair director

ASIC contempt Mayfair

ASIC has filed a contempt application against a Mayfair 101 director who allegedly breached court orders related to raising funds via financial products.

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Investments

ETF manager launches ethical SMAs

BetaShares SMAs

BetaShares has launched four new ethical separately managed accounts on the Praemium platform as interest in sustainable investing continues to rise.

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Compliance, Documentation

Director ID number applications open

SMSF trustee DIN

Registered directors of a corporate SMSF trustee can now apply for a director identification number, but time restrictions apply.

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ETFs

New global equity ETFs available on Chi-X

Talaria ETFs Chi-X

Two new Talaria Asset Management global equity ETFs have been launched on the Chi-X Australia stock exchange.

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Accounting

Millennials turning to SMSFs

SMSFs millenials

SMSFs are becoming increasingly attractive to younger Australians, who are also active traders, according to trading platform AUSIEX.

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ETFs

New ETF offers private equity exposure

ETF VanEck private equity

VanEck has announced its global private equity ETF, the first of its kind in Australia, will be released to the market shortly.

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ATO, Business News

Advisers in line of defence against scams

SMSF advisers scams

SMSF specialist advisers can play a key role in helping trustees and self-directed investors defend themselves against investments scams which exceeded $325 million in lost funds last year.

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