News : Investments

AFCA, Investments

AFCA holds stance on wholesale investors

AFCA has reiterated the wholesale investor test will only apply for an SMSF when it has more than $10 million and other assets are not considered.

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Investments, Technology

Investment platform to enter SMSF sector

A multidimensional facility for SMSFs is set to be launched to provide both investment and administrative services to the sector.

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ASIC, financial advice, Investments, SMSF

ASIC moves against scheme operator

ASIC has moved to preserve assets held in a number of managed investment schemes that appear to have been pitched at SMSF investors.

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Documentation, Investments, Trusts

Past borrowings okay for 13.22C trusts

A unit trust or company can have previously employed a borrowing arrangement and still allow for an exempt SMSF in-house asset investment under SIS Regulation 13.22C.

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ETFs, Investments

Schroders introduces new active ETF

Investors have been provided with a new avenue to access global equities through the release of a new actively managed ETF.

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ETFs, Investments

BlackRock to launch US equity active ETF

BlackRock Australia, active ETF, exchange-traded fund, iShares US Factor Rotation Active ETF, IACT, Tamara Haban-Beer Stats, Philip Hodges

BlackRock Australia will release a local version of a US-focused active ETF that has delivered strong returns on a rolling basis in that market.

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ATO, Cryptocurrency, Investments

ATO issues crypto warning

SMSF, self managed super, ATO, crypto-assets, SMSF trustees, crypto-investments, SMSF sector statistics, crypto-wallets

With SMSFs investing an increasing amount in crypto-assets, the ATO has issued a warning and some guidelines.

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Investments, Superannuation

Div 296 prompts flows to super alternatives

Division 296, SMSF, self managed super, superannuation, investment bonds, Generation Life, Felipe Araujo, wealth transfer, death benefits

The proposed Division 296 tax has changed the behaviour of investors, who are now looking at alternatives outside of superannuation to mitigate its impact.

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Investments, SMSF

Foreign stocks have increased SMSF appeal

SMSF, self managed super, trustees, investments, offshore, international equities, CMC Markets, Andrew Shade, diversification, direct shares, exchange-traded funds, ETF

SMSF trustees are looking to increase their investments in offshore markets to enjoy portfolio benefits from several different perspectives.

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Contributions, Documentation, Investments

Hybrid asset acquisition allowable

SMSF, self managed super, Hybrid asset, asset acquisition, in-specie contribution, LCR 2021/2DC, Accurium, Anthony Cullen, contract

An SMSF asset purchase can be executed using a payment from the fund and an in-specie contribution as long as a stipulated process is followed.

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