News : Investments

Auditing, Investments

Home gold storage legal, but ill-advised

SMSF gold

SMSF trustees can store investment gold in their own home, but auditors are questioning the existence of the asset and wisdom behind that plan.

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Business News, Investments

Marketech boosts stock trade offering

Marketech Marcus Today

Online share trading platform Marketech will join with stock market news service Marcus Today to boost their service offerings to investors.

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Investments

Pinnacle backs in OpenInvest

OpenInvest Pinnacle

Fund manager Pinnacle Investment Management has become a cornerstone investor in fintech specialist OpenInvest as part of a capital-raising exercise.

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Investments

Asset balance caution still real

SMSF asset balance

A conservative approach continues to be exercised by practitioners in relation to minimum asset balances associated with SMSF establishments.

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Investments, LRBA

Property investments clouded in statistics

property investments SMSF

The total percentage of property assets in SMSFs is split across different categories, but combining them under a single asset class shows property is the second largest investment area.

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Investments, Portfolio Construction

OpenInvest looks to bridge advice gap

financial advice OpenInvest

A new wealth platform has been introduced to the market that will give individuals better access to investment portfolios and financial advice.

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Investments, Technology

Social media stock strategies may breach law

social media stock

ASIC has warned market manipulation tactics on social media platforms to coordinate ‘pump and dump’ activity in listed stocks can be considered illegal trading activity.

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Investments

Carbon emissions milestone for La Trobe

La Trobe Financial carbon

Specialist fund manager La Trobe Financial has achieved an ESG milestone after undertaking an assessment of its own environmental impact.

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Investments, NALI/NALE

Limits needed for work on assets

trustee work assets limits

The absence of limits on work on an asset by an SMSF trustee is likely to create confusion around what will fall under non-arm’s-length expenditure provisions.

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Investments

The power of syndicated investing

fractional investing

Syndicated or fractional investing is not new to the market and can provide some unique investment opportunities and strategies.

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