News : Investments

Auditing, Investments, SMSF, Strategy

Poor investment strategies qualified

Investment strategy

The employment of a generic SMSF investment strategy has provided sufficient grounds for a qualified audit report for a prominent practitioner.

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ETFs, Investments

New ETF offers enhanced diversification

Global X ETF

A new ETF from Global X will offer exposure to top Australian companies while reducing duplicate holdings of popular blue-chip shares.

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Investments, Regulation, SMSFA, Tax

Imputation system bill problematic

Franking credits bill

The SMSF Association is worried about the impact proposed legislative amendments to the franking credit system will potentially have.

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ETFs, Investments

Global X launches corporate bond ETF

Global X Corporate bond ETF

Global X has launched a US Corporate Bond ETF in Australia, offering investors access to the world’s largest corporate bond market.

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Investments

Five new portfolios on OpenInvest platform

OpenInvest Spark Financial

OpenInvest has forged a new funds management relationship offering consumers access to a suite of five varied investment portfolios.

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Investments

OpenInvest signs with Sydney firm

OpenInvest Sarto Advisory

Investment platform OpenInvest has partnered with Sarto Advisory to provide access to investment services for young investors.

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Investments

Highlight non-investment risks in SMSFs

non-investment risks SMSFs

SMSF trustees must be advised risks there are non-investment risks within their fund and its administration can also create compliance risks.

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Investments, Tax

Soft cap to change SMSF portfolios

tax SMSF strategies

SMSF investment strategies may change significantly should the proposed tax on individuals’ super balances above $3 million be implemented.

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Investments, Strategy

Specialist firms launch strategy service

investment strategy service

Two specialist firms have launched a service to assist SMSFs create compliant investment strategies that match the specific aims and goals of a fund.

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Investments

Franked dividend policy misses target

franking credits

The government policy to prevent company share buybacks from including franked dividends will not impact the parties Treasury has targeted.

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