News : Investments

Accounting, Investments

Licence not key for investment strategy help

SMSF investment strategy

An active role in assisting SMSF clients with their investment strategies can be fulfilled by unlicensed practitioners.

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Financial Planning, Investments

Advisers help prevent COVID market losses

advisers covid losses

Financial advisers helped investors avoid the worst losses of the COVID-19 induced market crash, adding more than 5 per cent to their portfolios.

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Investments, Portfolio Construction

New index rates managers’ green credentials

responsible investment credentials

A new index will provide greater clarity around the underlying holdings of fund managers and their adherence to responsible investment measures.

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ATO, Investments

Zero-value assets will raise red flag

zero value assets

Assets in an SMSF that are valued at zero will raise questions as to their purpose in the fund and are likely to create a breach with the ATO every year.

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Investments, Technology

Trading platform tailored for SMSFs

share trading SMSF

SMSF trustees can now access an online share trading platform with functionality specifically designed for their needs.

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Investments, Superannuation

Venture capital offers long-term returns

venture capital investment

Super funds should consider a longer-term venture capital investment as a way to avoid short-term equity market volatility.

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Investments, Portfolio Construction

Returns not an ESG boundary for SMSFs

ESG returns SMSFs

An industry survey has shown more than half of SMSF trustees would consider investing in ESG products regardless of the returns these asset are likely to generate.

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Investments, Superannuation

Investment return motivation on the rise

SMSF investment returns

SMSF establishments have increasingly been triggered by the desire to achieve better investment returns over the past six-year period.

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Investments

Zenith adds ESG overlay to all funds on list

responsible investment funds

Zenith Investment Partners has examined nearly 900 funds on its recommended list to assess the levels of adherence with responsible investing criteria.

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Investments, LICs

Listed investment sector records bumper year

listed investment sector

The listed investment sector has increased in size by more than one-third in the past year on the back of strong markets and investor interest.

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