News : Investments

Investments, SMSF

Wholesale investor lobbying underway

The SMSF Association has already commenced lobbying activities seeking a definitive solution for the wholesale investor rules’ interaction with SMSFs.

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AFCA, Investments

AFCA ruling jeopardises SMSFs

AFCA determination, Australian Securities and Investments Commission, ASIC, SMSF Association, Peter Burgess, Australian Financial Complaints Authority, AFCA,

A significant number of SMSF trustees may be adversely affected by a recent AFCA determination regarding the wholesale investor definition.

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Investments, SMSF, SMSFA

SMSFs outperform APRA funds

SMSF, performance, APRA, Australian Prudential Regulatory Authority, SMSF Association, University of Adelaide, International Centre for Financial Services, rate of return, Dr George Mihaylov, SMSF balance, Peter Burgess, financial advice, ATO SMSF statistics, returns

New research has found SMSFs outperformed APRA-regulated funds over a five-year period and balances continue to shape individual returns.

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ETFs, Investments

Global X launches US small-cap ETF

Global X Russell 2000, Russell 2000 Capped Index, Australian Securities Exchange, ASX, Mirae Asset Financial Group, Billy Leung, small-cap stocks, ETF

Global X has launched the first ETF tracking the Russell 2000 Capped Index on the Australian Securities Exchange.

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Investments

Investment strategy must be practical

Multiple investment strategies

Accountants and advisers must consider the practical implications before employing multiple investment strategies within a single SMSF.

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ATO, Investments, SMSF

SMSF sector returns exceed 10 per cent

ATO SMSF SMSF sector statistical overview return on assets fund balances earnings returns

Returns across the SMSF sector were above 10 per cent during the 2023 financial year, reinforcing its competitiveness with APRA-regulated funds.

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Investments, Property

Gearing rules can be subjective

Bluestone Richard Chesworth Borrowing SMSF Self-managed superannuation property

Practitioners and trustees must be conscious of the subjective nature of the gearing rules when looking to borrow to perform work on an SMSF property.

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ATO, Business News, Investments, SMSF, Superannuation

Investment strategy approach getting better

The importance accountants and advisers are placing on the SMSF investment strategy and the associated ongoing compliance obligations has improved.

The importance accountants and advisers are placing on the SMSF investment strategy and the associated ongoing compliance obligations has improved.

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Investments, Legislation, SMSF, Superannuation

Proper CSLR process possibly omitted

New information obtained by the FAAA indicates the requirement to perform an analysis of the CSLR before its implementation may have been overlooked.

New information obtained by the FAAA indicates the requirement to perform an analysis of the CSLR before its implementation may have been overlooked.

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Investments

Replace hybrid bonds with private credit

SMSFs looking for an alternative after the planned phasing out of bank hybrid bonds should look to the private credit sector, which provides similar returns and is growing strongly.

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