News : Investments

Investments, Retirement, Succession Planning, Trusts

A beneficial complementary relationship

Trustees can accumulate retirement wealth and leave a meaningful legacy by operating their SMSF in conjunction with a private ancillary fund.

Trustees can accumulate retirement wealth and leave a meaningful legacy by operating their SMSF in conjunction with a private ancillary fund.

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ETFs, financial advice, Investments

Advised SMSFs drive ETF usage

SMSFs receiving advice made greater use of ETFs in the past year to broaden their portfolios compared to non-advised funds.

SMSFs receiving advice made greater use of ETFs in the past year to broaden their portfolios compared to non-advised funds.

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ASIC, financial advice, Investments

ASIC urges gen Z caution

ASIC is recommending people in the generation Z demographic to 'sense check' financial information they might view on social media.

ASIC is recommending people in the generation Z demographic to ‘sense check’ financial information they might view on social media.

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Investments, SMSF, Superannuation

SMSFs keep outperforming APRA funds

The latest sector research has revealed SMSFs are continuing to deliver stronger returns than those generated by APRA-regulated funds.

The latest sector research has revealed SMSFs are continuing to deliver stronger returns than those generated by APRA-regulated funds.

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Investments

Joint venture fund makes first investment

A private equity fund focused on decarbonisation has made its first investment in an Australian battery manufacturer.

A private equity fund focused on decarbonisation has made its first investment in an Australian battery manufacturer.

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AFCA, ASIC, Investments, SMSF

AFCA, ASIC on same page on wholesale investor

AFCA holds the same view as ASIC on who is a wholesale investor and they differ only in the actions taken in regards to that definition.

AFCA holds the same view as ASIC on who is a wholesale investor and they differ only in the actions taken in regards to that definition.

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Investments

MIS registration process must be improved

Significant changes are needed in the registration of managed investment schemes as the current system almost has no barriers to entry.

Significant changes are needed in the registration of managed investment schemes as the current system almost has no barriers to entry.

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AFCA, financial advice, Investments, Regulation, SMSF

Wholesale investor definition is the law

AFCA has stated its view that SMSFs are wholesale investors is based squarely on the law and it has yet to see a viable counterargument.

AFCA has stated its view that SMSFs are wholesale investors is based squarely on the law and it has yet to see a viable counterargument.

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Investments, Property, Tax

Strict rules govern GST claims

The ability for SMSFs to claim GST in a property transaction is dependent on other parties also being registered for the tax.

The ability for SMSFs to claim GST in a property transaction is dependent on other parties also being registered for the tax.

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