News : Investments

Investments

New partnership launches sustainable fund

Salter Brothers and Kilara Capital have teamed up to create a new Australian investment platform focused on ESG opportunities.

Salter Brothers and Kilara Capital have teamed up to create a new Australian investment platform focused on ESG opportunities.

read more
financial advice, Financial Planning, Investments, Platforms

OpenInvest expands investment options

An additional online investing solution for individuals currently not receiving financial advice has been provided by OpenInvest.

An additional online investing solution for individuals currently not receiving financial advice has been provided by OpenInvest.

read more
Investments

Work share scheme acquisitions a risk

An SMSF that acquires equities from employee share schemes linked with a person’s remuneration can create compliance difficulties for trustees.

An SMSF that acquires equities from employee share schemes linked with a person’s remuneration can create compliance difficulties for trustees.

read more
Compliance, Direct Property, Investments, Pensions, Strategy

Liquidity issues should be flagged

SMSF auditors and accountants should be highlighting the need for liquidity inside funds where investments are locked into property assets.

SMSF auditors and accountants should be highlighting the need for liquidity inside funds where investments are locked into property assets.

read more
Auditing, Compliance, Investments, Valuations

Niche assets raise valuation difficulty

SMSFs investing in niche assets should expect an ACR each year due to the difficult nature of providing clear valuation evidence.

SMSFs investing in niche assets should expect an ACR each year due to the difficult nature of providing clear valuation evidence.

read more
ETFs, Infrastructure, Investments

Two new ETFs released to market

Two new ETFs have been introduced to the ASX, delivering investors greater opportunities in the global equities and infrastructure sectors.

Two new ETFs have been introduced to the ASX, delivering investors greater opportunities in the global equities and infrastructure sectors.

read more
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.

read more
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.

read more
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.

read more
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.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.