News : Investments

Investments, Technology

Lifespan introduces digital investment facility

Lifespan OpenInvest digital investing

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

SMSF investment strategies

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

SMSF asset valuations

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

SMSF assets wind-up

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

OpenInvest Market Matters

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

SMSF deed investment

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

13.22c breaches

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

NFT superannuation

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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Investments

Investment strategy apathy a sign to wind up

SMSF strategy capacity

SMSF trustees struggling with their investment strategy due to age may be best served with advice to wind up their fund.

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Investments

Advised SMSFs bullish on share markets

advised SMSF trading

Advised SMSF investors were active share traders in the first part of the year despite fears of inflation and rising interest rates.

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