News : Investments

Investment strategy causing angst

June 30, 2022

SMSF practitioners remain frustrated at the lack of definitive instruction and poor trustee attitudes in relation to fund investment strategies.

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Investments

Challenger pitches term deposits to retirees

June 28, 2022

Tia Thomas

Challenger has added term deposits pitched at the retiree market to its product suite after rebranding its recently acquired digital bank.

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Investments

Pooled investments favoured

June 20, 2022

Jason Spits

SMSFs are using pooled structures for around one-third of their investments, according to an analysis of underlying funds from an administration provider.

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Investments

ASIC issues guidance to prevent greenwashing

June 14, 2022

Jason Spits

Investment managers and super funds have been provided with guidance to ensure any sustainability-related products they offer are not engaging in greenwashing.

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Investments, Technology

Lifespan introduces digital investment facility

June 2, 2022

Darin Tyson-Chan

Consumers who cannot afford financial advice have been provided with a digital investing platform to assist with their wealth-accumulation needs.

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Investments, Strategy

Investment strategies pass muster

May 31, 2022

Jason Spits

Few investment strategies are falling foul of the required standards, but the ATO has recommended trustees not rely on template solutions.

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Contributions, Investments, Pensions

Poor valuations have wide impact

May 30, 2022

Jason Spits

Inaccurate asset valuations can skew contributions into an SMSF and raise questions around the suitability of its investment strategy.

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Investments, Superannuation

Asset recognition key in wind-ups

May 18, 2022

Tia Thomas

The complexity and timeframe involved with an SMSF wind-up can be impacted by the types of assets held in the fund and their inherent characteristics.

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Investments