News : Investments

Auditing, Compliance, Investments, Regulation, Superannuation

Many ways to fix in-house assets

SMSF In-house assets 5 per cent limit Rectify

Trustees do not need to obey the letter of the law when looking to rectify a breach of the in-house asset rules from a practical perspective.

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Investments, Superannuation, Tax

Invest stage three savings directly

Stage three tax cuts Superannuation Insurance bonds 30 per cent tax $3 million superannuation earnings tax

Superannuants unable to add planned tax savings to their retirement nest egg can invest in their own name and not via investment vehicles to benefit from the revised taxation brackets.

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Investments, Platforms

OpenInvest secures funding

OpenInvest Tayside Group Investment platform

OpenInvest has gained the financial support of a large family office, setting it up to continue attracting firms to its white-label investment platform solution.

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ETFs, Investments

Second fixed income ETF from JP Morgan

JP Morgan Global Bond Active ETF fixed income exchange traded fund

JP Morgan Asset Management has grown its suite of ETF products with the release of a second fixed income product and a hedged version of an existing global equities fund.

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ETFs, Investments

Betashares adds geared bond funds

Betashares geared funds Australian government US Treasury bonds

Betashares has released four funds allowing investors to manage their interest rate risk and speculate on the future of Australian and US government bond prices.

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ETFs, Investments

Short-term cash ETF hits market

Betashares short term cash ETF

Betashares has expanded its suite of cash and fixed-income fund offerings with the introduction of an Australian cash ETF.

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Investments, LRBA

Check share holdings with LRBA

SMSF LRBA shares portfolio single acquirable asset

SMSFs using an LRBA to purchase shares should be certain they are considered a single asset to ensure the holdings don’t breach ATO loan rules.

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ETFs, Investments

Betashares adds cash-flow ETF

Betashares Cash-flow ETF

Betashares will expand its ETF line-up with the introduction of a new fund that tracks companies known for their robust cash flow.

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Fixed Income, Investments

Fixed income app expands to SMSFs

Blossom fixed income investment app SMSF

A fixed income investment firm that provides access to its fund via a mobile app has expanded its focus to include SMSF investors.

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ETFs, Investments

VanEck adds three new hedged ETFs

VanEck ETF Currency hedged

Global ETF provider VanEck has listed three of its international equity funds as Australian dollar hedged versions following demand from advisers and investors.

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