News : Investments

Investments, Platforms

New WA firm added to OpenInvest platform

OpenInvest

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

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AFCA, Compliance, financial advice, Investments, SMSF

Wholesale advice must be exclusive

wholesale investors advice

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

SMSF investor test

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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Business News, financial advice, Investments

AMP restructures its wealth arm

AMP wealth management

The role of AMP Australian wealth management chief executive has been made redundant as part of an organisational restructure.

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Investments, NALI/NALE

In-specie contribution evidence vital

In-specie contribution NALI

Trustees must ensure they are keeping and submitting accurate documentation regarding their in-specie contributions when the NALI compliance period begins.

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ETFs, Investments

JP Morgan expands income ETF range

JP Morgan income ETF

JP Morgan has added three new funds to its income-focused ETF range, with hedged options available to reduce currency fluctuations.

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ETFs, Investments

VanEck releases treasury bond ETF

VanEck US treasury bond ETF

VanEck is set to list its 33rd ETF for the Australian market with the release of a short-term US treasury bond fund.

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ETFs, Investments

Betashares to launch global equity ETFs

Betashares global equity ETFs

Betashares will launch two broad-focus global equities ETFs, expanding its range of funds that can be used as a core asset in a portfolio.

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Administration, Auditing, Investments, SMSF, Strategy

Brief investment strategy optimal

SMSF investment strategy

Overly detailed SMSF investment strategies written over multiple pages will not improve their chances of being compliant with the law.

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Investments, SMSF, Superannuation

SMSF performance very strong

SMSF investment returns

The latest sector research has confirmed SMSF investment returns were comparable to those of APRA funds for the 2020 and 2021 financial years.

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