News : Investments

Pooled investments favoured

June 20, 2022

SMSFs are using pooled structures for around one-third of their investments, according to an analysis of underlying funds from an administration provider.

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Investments

ASIC issues guidance to prevent greenwashing

June 14, 2022

Jason Spits

Investment managers and super funds have been provided with guidance to ensure any sustainability-related products they offer are not engaging in greenwashing.

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Investments, Technology

Lifespan introduces digital investment facility

June 2, 2022

Darin Tyson-Chan

Consumers who cannot afford financial advice have been provided with a digital investing platform to assist with their wealth-accumulation needs.

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Investments, Strategy

Investment strategies pass muster

May 31, 2022

Jason Spits

Few investment strategies are falling foul of the required standards, but the ATO has recommended trustees not rely on template solutions.

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Contributions, Investments, Pensions

Poor valuations have wide impact

May 30, 2022

Jason Spits

Inaccurate asset valuations can skew contributions into an SMSF and raise questions around the suitability of its investment strategy.

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Investments, Superannuation

Asset recognition key in wind-ups

May 18, 2022

Tia Thomas

The complexity and timeframe involved with an SMSF wind-up can be impacted by the types of assets held in the fund and their inherent characteristics.

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Investments

OpenInvest signs third trading firm partnership

May 18, 2022

Jason Spits

OpenInvest will partner with a Sydney trading firm in the rollout of online portfolios for retail investors.

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Investments

Lack of detail not a free hand

May 10, 2022

Jason Spits

A lack of details in an SMSF trust deed does not imply trustees have a free hand when considering what makes an acceptable investment.

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Auditing, Investments

Beware the 13.22C trust crackdown

May 4, 2022

Tia Thomas

Auditors are increasing their focus on SMSFs with holdings in SIS Regulation 13.22C unit trusts and any operational breaches that may have occurred.

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Investments

Ignore NFT novelty to focus on fundamentals

May 2, 2022

Jason Spits

An increase in the supply and value of NFTs should not override superannuation regulations and trustees’ duties to adhere to their investment strategy.

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