News : Investments

Property investments clouded in statistics

October 13, 2021

The total percentage of property assets in SMSFs is split across different categories, but combining them under a single asset class shows property is the second largest investment area.

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Investments, Portfolio Construction

OpenInvest looks to bridge advice gap

October 5, 2021

Darin Tyson-Chan

A new wealth platform has been introduced to the market that will give individuals better access to investment portfolios and financial advice.

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Investments, Technology

Social media stock strategies may breach law

September 23, 2021

Tia Thomas

ASIC has warned market manipulation tactics on social media platforms to coordinate ‘pump and dump’ activity in listed stocks can be considered illegal trading activity.

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Investments

Carbon emissions milestone for La Trobe

September 20, 2021

Darin Tyson-Chan

Specialist fund manager La Trobe Financial has achieved an ESG milestone after undertaking an assessment of its own environmental impact.

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Investments, NALI/NALE

Limits needed for work on assets

September 14, 2021

Jason Spits

The absence of limits on work on an asset by an SMSF trustee is likely to create confusion around what will fall under non-arm’s-length expenditure provisions.

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Investments

The power of syndicated investing

$fractional investing$

September 8, 2021

Warren Gibson

Syndicated or fractional investing is not new to the market and can provide some unique investment opportunities and strategies.

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Investments

Fidelity unveils first managed portfolio

September 1, 2021

Jason Spits

Fidelity has released its first separately managed account, which has a focus on a portfolio of actively managed Australian equities.

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Investments, Superannuation

Better returns not a control priority

August 31, 2021

Darin Tyson-Chan

The control SMSF trustees seek in running their own superannuation fund is not entirely about generating better returns than the public offer funds of which they were or are members.

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Investments

Private company investments face SMSF limits

August 26, 2021

Jason Spits

The benefits of investing in a private company may be offset by the limitations placed on those investments in regards to SMSFs.

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Contributions, Investments

Shares can be turned into contributions

August 26, 2021

Tia Thomas

SMSF members can turn shares into a contribution to their fund as part of an in-specie transfer, but need to be aware of tax and contribution cap issues.

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