News : Investments

Research house launches index fund ratings

June 10, 2021

Zenith Investment Partners has launched new rating framework for index funds after it found increased demand for a quality rating solution in the industry.

read more

Investments, Retirement

Magellan launches retirement income fund

June 1, 2021

Jason Spits

Magellan has launched an ETF aimed at investors seeking retirement income with low volatility.

read more

Investments

Young investors acting without advice, strategy

May 25, 2021

Tia Thomas

Vanguard research has found many younger investors don’t have a financial plan or sufficient knowledge to take action.

read more

Investments, LICs

New LIC brings emerging, unlisted opportunity

May 13, 2021

Tia Thomas

A new listed investment company aims to give investors access to emerging and unlisted companies that have performed strongly in the past year.

read more

ATO, Investments

AAT decision highlights ATO strategy focus

May 4, 2021

Jason Spits

A failed court appeal has revealed the ATO’s ongoing focus on investment strategies and ensuring transactions meet the requirements of super legislation.

read more

Investments, Strategy

Investment strategy has no restrictions

April 13, 2021

Jason Spits

Trustees are free to add any asset they wish to their investment strategy as that document has no restrictions on it, but they should still factor in external controls.

read more

Investments

Managed accounts appealing to SMSFs

April 7, 2021

Jason Spits

Advisers are making greater use of managed accounts for SMSFs, according to new research, using them to offer diversification and yield.

read more

ATO, Investments

Asset listing a strategy percentage alternative

April 6, 2021

Jason Spits

A list of assets by type and monetary worth instead of by percentages is allowed in an SMSF investment strategy despite the ATO’s focus on the latter.

read more

Investments, Technology