News : Investments

Auditing, Compliance, Cryptocurrency, Investments, Legislation, Regulation

Crypto audit guidelines issued

The ATO has provided auditors with a set of guidelines to assist them in the servicing of SMSFs with allocations to cryptocurrency.

The ATO has provided auditors with a set of guidelines to assist them in the servicing of SMSFs with allocations to cryptocurrency.

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ASIC, Compliance, financial advice, Financial Planning, Investments

UGC auditor registration cancelled

An auditor linked to United Global Capital has been deregistered in the latest round of action against the investment scheme firm.

An auditor linked to United Global Capital has been deregistered in the latest round of action against the investment scheme firm.

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Investments, Regulation

Research house scrutiny needed

More attention needs to be paid to the potential responsibilities of research houses following recent high-profile financial product collapses.

More attention needs to be paid to the potential responsibilities of research houses following recent high-profile financial product collapses.

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Auditing, Investments

Good returns should not prevent ACR

Assets that lack a market valuation may still be good investments for an SMSF, but auditors are still required to flag them via an ACR.

Assets that lack a market valuation may still be good investments for an SMSF, but auditors are still required to flag them via an ACR.

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ASIC, Compliance, Investments, Legislation

Seventh Shield-linked adviser banned

A financial adviser from a licensee that has had six practitioners banned has met the same fate over advice to invest in the Shield Master Fund.

A financial adviser from a licensee that has had six practitioners banned has met the same fate over advice to invest in the Shield Master Fund.

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Crypto Assets, Cryptocurrency, Investments, Strategy

SMSF crypto participation climbs

SMSFs are now playing a leading role in the adoption of cryptocurrency as interest in digital assets increases among older investors.

SMSFs are now playing a leading role in the adoption of cryptocurrency as interest in digital assets increases among older investors.

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Compliance, Division 296, Investments, Legislation, Tax

Revised tax may change asset choice

Changes to the Division 296 tax may make high-growth assets more attractive over income-producing investments for SMSF members.

Changes to the Division 296 tax may make high-growth assets more attractive over income-producing investments for SMSF members.

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ETFs, Investments

New partnership launches ETF suite

JP Morgan Asset Management and Vanguard have partnered to launch a suite of new ETFs combining both active and passive strategies.

JP Morgan Asset Management and Vanguard have partnered to launch a suite of new ETFs combining both active and passive strategies.

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Investments, Technology

Hub24 creates new reporting solution

The Hub24 platform has upgraded its client reporting technology to facilitate the much faster generation of investment reports.

The Hub24 platform has upgraded its client reporting technology to facilitate the much faster generation of investment reports.

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Investments

More SMSF interest for private credit

SMSF trustees have channelled significantly more money into the private credit asset class as they adapt to their changing investment environment.

SMSF trustees have channelled significantly more money into the private credit asset class as they adapt to their changing investment environment.

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