News : Investments

Investments, Platforms

Platforms add Vanguard managed funds

Vanguard Australia Hub24 Netwealth Managed accounts

Advisers using the Hub24 and Netwealth investment platforms will now be able to access Vanguard’s range of managed account strategies.

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Investments, SMSF, SMSFA

Little benefit in performance test

Performance test SMSF SMSF Association Investment strategy

Extending a performance test applied to APRA-regulated funds to the SMSF sector would add red tape and increase costs without any benefit.

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ESG, ETFs, Investments

Russell Investments unveils multi-strategy ETF

ESG ETF exchange traded fund Russell Investments

Russell Investments has released its first multi-strategy ETF, which will be focused on ESG considerations.

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ETFs, Investments

Betashares to launch geared ETFs

Geared funds ETF Betashares

Betashares is launching a new range of ETFs offering a moderate level of internal gearing, with two funds set to be released later this month.

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ASIC, Crypto Assets, Investments, Regulation

ASIC takes action over crypto mining scheme

SMSF Blockchain mining Cryptocurrency assets Digital assets SMSF ASIC NGS Companies

ASIC has commenced legal action against three blockchain mining companies that encouraged individuals to transfer their entitlements into SMSFs and convert them into cryptocurrency.

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ETFs, Investments

Franklin Templeton releases flagship ETFs

Franklin Templeton ETF exchange-traded fund Global Growth Fund Australian Absolute Return Bond Fund

Franklin Templeton has released listed versions of two of its leading managed funds offering global growth and fixed income exposure to all investors.

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Cryptocurrency, Documentation, Investments, SMSF

Failed crypto investments a liability risk

Cryptocurrency Digital assets Investment strategy Trust deed SIS Act SMSF Liability Sole purpose test

SMSF practitioners should check if client funds are correctly holding digital assets as they may become liable for losses if the fund doesn’t permit investments in the asset class.

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ETFs, Investments

Global X unveils AI ETF

Global X Artificial intelligence ETF AI

Global X has added to its suite of technology-focused ETFs with a new fund targeting the growth of the artificial intelligence sector.

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ASIC, Investments

Mayfair director arrested for dishonest conduct

ASIC James Mawhinney Mayfair 101 IPO Wealth Fund dishonest conduct

Following a day of court action to strike out parts of an ASIC case against him, Mayfair 101 managing director James Mawhinney has been charged with dishonest conduct.

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Administration, Investments, LRBA, SMSF

Legacy LRBAs forgotten by lenders

LRBA SMSF Refinancing Legacy LRBAs Lending Loans

LRBAs from banks and lenders who have exited the SMSF space are most likely being under-serviced and advisers and accountants should be encouraging clients to review them to gain the best interest rates available.

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