News : Investments

Investments, Strategy

Strategy fear result of compliance focus

SMSF investment strategy compliance

SMSF accountants are afraid to address investment strategies as the process has become too compliance driven rather than focusing on recording trustee plans.

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Investments, Strategy

Investment strategy causing angst

SMSF investment strategy

SMSF practitioners remain frustrated at the lack of definitive instruction and poor trustee attitudes in relation to fund investment strategies.

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Investments

Challenger pitches term deposits to retirees

Challenger term deposits

Challenger has added term deposits pitched at the retiree market to its product suite after rebranding its recently acquired digital bank.

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Investments

Pooled investments favoured

SMSF pooled investments

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

ASIC greenwashing

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

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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