News : Investments

Administration, Compliance, Investments, SMSF

Investment bands totally unnecessary

SMSF Investment strategies Asset allocations tables SIS Act

The inclusion of specific allocations to particular asset classes in SMSF investment strategies should be avoided to mitigate compliance issues.

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ETFs, Investments, Platforms

OpenInvest partners with boutique firm

OpenInvest investment platform Aldersley Capital Wealth management solution ETFs

OpenInvest has teamed up with Aldersley Capital to offer access to three distinct investment portfolios.

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Education, Investments, SMSF, Superannuation

Facilitating the education of grandchildren

Education bond SMSF

SMSF trustees can make specific portfolio allocations that will enable them to fund the education expenses of their grandchildren.

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ETFs, Investments

VanEck releases private credit ETF

VanEck Private credit ETF

VanEck is set to list its 40th ETF for the Australian market with the release of a global private credit fund.

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Investments, SMSF

Dig deep into related-party concerns

related party investments SMSF

Consistently reviewing the relationships between parties to an investment is the most prudent way to ensure clients do not fall foul of the related-party rules.

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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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