News : Investments

Concept of control defined

August 9, 2023

The concept of control sought by SMSF trustees has been more specifically clarified by the latest research into the sector.

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Investments, NALI/NALE, SMSF

Ask clients for arm’s-length proof

August 8, 2023

Jason Spits

Given the complexity of some investment arrangements, SMSF trustees should be providing evidence they have acted on an arm’s-length basis.

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Investments

Living costs hit online investments

August 2, 2023

Todd Wills

Cost-of-living pressures are contributing to a contraction in the online investment marketplace in Australia.

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ETFs, Investments, Platforms

CommSec unveils international shares platform

July 31, 2023

Todd Wills

Commonwealth Bank of Australia has launched an international share trading platform offering investors access to 13 additional international equities markets.

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Investments, Strategy

Template strategies must be flexible

July 25, 2023

Jason Spits

Using template investment strategies to meet the ATO’s requirements may not be viable if they cannot be tailored to specific circumstances.

Derivatives require extra trustee care

June 27, 2023

Todd Wills

SMSF trustees need to be aware of their heightened obligations under the SIS Act when investing in complex financial securities such as derivatives.

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Investments, Platforms, SMSF

BT to retain platform business

June 21, 2023

Jason Spits

Six months after it shuttered its SMSF administration service, BT has announced it has closed the sale process and will retain its Panorama investment platform.

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Investments, Platforms

New WA firm added to OpenInvest platform

June 13, 2023

Darin Tyson-Chan

A new online investment solution will now be available on the OpenInvest platform, offering consumers access to four diversified portfolios.

Wholesale advice must be exclusive

June 6, 2023

Darin Tyson-Chan

Practitioners must ensure they are not exposed to the compliance requirements for retail clients if they are purely servicing wholesale investors.

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Investments, Regulation, SMSF

Investor test needs review

May 31, 2023

Todd Wills

There is a lack of clarity surrounding the classification of SMSF trustees as wholesale or retail clients when they choose to seek financial advice, prompting calls for further evaluation.

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