News : Investments

Investments

Zagga expands its global footprint

Zagga Zagga CRED fund Private credit Australian real estate

Zagga has achieved an increased global presence with the registration of its CRED fund as a foreign investment trust in Japan.

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ETFs, Investments

Global X adds defence ETF

Global X ETF Defence Billy Leung

Investors can now enhance their portfolios with focused exposure to the global defence industry through the release of a new ETF from Global X.

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Investments, SMSF

Foreign property not ideal for SMSFs

Overseas property Investment SMSF Self-managed superannuation fund Audit Charge over property Risk

SMSF trustees looking to invest in overseas property may face external risks that are hard to manage and foreign laws that may conflict with Australian regulations.

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Investments, Property, SMSF

New NDIS offering aids better outcomes

NDIS National Disability Insurance Scheme SMSF Investment Housing

SMSF members can receive solid returns and address some housing issues by investing in certain accommodation associated with the NDIS.

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Auditing, Investments

Most complex audit files targeted

Unlisted entities SMSF Auditors ATO

The ATO will home in on the most difficult files created by an auditor, especially where unlisted assets are involved, ramping up the evidence that should be on file.

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Investments, SMSF

Greater SMSF portfolio diversification needed

SMSF portfolio Diversification Fixed income

SMSF portfolios are heavily reliant on share investments, potentially exposing trustees to the adverse effects of volatility from market corrections.

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ETFs, Investments

Global X launches growth focused ETF

Global X S&P World Ex-Australia GARP ETF Global X ETF GARP

Global X has introduced a GARP ETF onto the Australian market, blending aspects of both value and growth investing.

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ASIC, Compliance, ESG, Investments

Vanguard to pay $12.9m greenwashing penalty

Greenwashing ESG Vanguard Mercer ASIC Federal court

Vanguard Investments Australia has been ordered to pay a multi-million-dollar penalty for false statements regarding the application of ESG screens to a bond index fund.

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Investments, Technology

OpenInvest unveils Vietnamese community offer

OpenInvest Ravi Verma Vietinvest Infinitezephyr Dean Nguyen ElectricFAI

OpenInvest has joined with a Sydney adviser to provide an online investment tool offering specialised portfolio options for members of the Vietnamese community.

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Investments

An opportune time to rethink asset allocation

Alan Greenstein Zagga asset allocation private credit

The proposed introduction of the new tax on total super balances over $3 million presents a good opportunity to review SMSF asset allocations.

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