News : Investments

Administration, Auditing, Investments, SMSF, Strategy

Brief investment strategy optimal

SMSF investment strategy

Overly detailed SMSF investment strategies written over multiple pages will not improve their chances of being compliant with the law.

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Investments, SMSF, Superannuation

SMSF performance very strong

SMSF investment returns

The latest sector research has confirmed SMSF investment returns were comparable to those of APRA funds for the 2020 and 2021 financial years.

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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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