News : Investments

Investments, SMSF

Female engagement underestimated

AUSIEX SMSF Female investors women investors Trade Brett Grant

Female SMSF investors are likely to be more engaged and active than currently perceived, with the role of advice key in expanding their behaviour.

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Compliance, Investments, SMSF

Verify asset location before filing SAR

Overseas assets Australian assets Investments SMSF annual return SAR

Understanding the location of an asset that is held by an SMSF is crucial for meeting the fund’s annual reporting requirements.

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ETFs, Investments

VanEck lists new managed fund

VanEck ETF Managed fund Australian equities

A new managed fund has been listed on the Australian Securities Exchange, combining investor capital with gearing to invest in domestic equities.

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Compliance, In-house assets, Investments, Regulation

Related-party challenge recognised

ATO Paul Delahunty Related parties In-house assets Part 8 associates

The difficulty trustees may have in complying with the related-party rules has been noted by the ATO in the context of the total number of SMSF members.

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Investments, Platforms

OpenInvest adds another Melbourne firm

OpenInvest Lanteri Partners

OpenInvest has continued to partner with advice firms in providing online investment solutions, assisting Lanteri Partners to deliver five portfolio options to clients.

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financial advice, Investments, SMSF

Role determines wholesale status

Wholesale client Retail client SMSF Financial advice

The wholesale client provisions are complex and advisers must determine the SMSF role an individual is acting in before using them.

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Investments, SMSFA, Superannuation

SMSFs outperform APRA funds

SMSF Performance Investments APRA funds SMSF Association University of Adelaide Research

New research shows SMSFs outperformed APRA-regulated funds on a rate-of-return basis for the 2022 financial year.

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financial advice, Investments

Wholesale investor threshold must be lifted

Net asset threshold Wholesale investor test Sophisticated investor Gross income test SMSF

The FSC has called for the doubling of the wholesale investor threshold, noting it now covers many people who sit outside that definition.

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ETFs, Investments

Betashares expands Nasdaq ETF offering

Betashares ETFs Nasdaq 100

Betashares will add two new funds with exposure to the Nasdaq to its range of ETFs, bringing its total number of offerings on the ASX to 90.

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Administration, Compliance, Investments, SMSF

Investment bands totally unnecessary

SMSF Investment strategies Asset allocations tables SIS Act

The inclusion of specific allocations to particular asset classes in SMSF investment strategies should be avoided to mitigate compliance issues.

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