News : Investments

Investments

Joint venture fund makes first investment

A private equity fund focused on decarbonisation has made its first investment in an Australian battery manufacturer.

A private equity fund focused on decarbonisation has made its first investment in an Australian battery manufacturer.

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AFCA, ASIC, Investments, SMSF

AFCA, ASIC on same page on wholesale investor

AFCA holds the same view as ASIC on who is a wholesale investor and they differ only in the actions taken in regards to that definition.

AFCA holds the same view as ASIC on who is a wholesale investor and they differ only in the actions taken in regards to that definition.

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Investments

MIS registration process must be improved

Significant changes are needed in the registration of managed investment schemes as the current system almost has no barriers to entry.

Significant changes are needed in the registration of managed investment schemes as the current system almost has no barriers to entry.

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AFCA, financial advice, Investments, Regulation, SMSF

Wholesale investor definition is the law

AFCA has stated its view that SMSFs are wholesale investors is based squarely on the law and it has yet to see a viable counterargument.

AFCA has stated its view that SMSFs are wholesale investors is based squarely on the law and it has yet to see a viable counterargument.

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Investments, Property, Tax

Strict rules govern GST claims

The ability for SMSFs to claim GST in a property transaction is dependent on other parties also being registered for the tax.

The ability for SMSFs to claim GST in a property transaction is dependent on other parties also being registered for the tax.

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financial advice, Financial Planning, Investments, SMSF, Superannuation

Record number of AFCA actions in 2025

Consumers registered a record number of actions with AFCA in 2025, with many originating from the Shield and First Guardian collapses.

Consumers registered a record number of actions with AFCA in 2025, with many originating from the Shield and First Guardian collapses.

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ASIC, Investments

Managed account review has SMSF weight

ASIC has commenced its review into the managed accounts sector, with the regulator noting it has direct relevance for SMSFs.

ASIC has commenced its review into the managed accounts sector, with the regulator noting it has direct relevance for SMSFs.

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Investments, Property, Residential Property, Retirement, Tax

CGT reform must take macro view

IFPA has called on the government to look beyond the CGT discount if it is aiming to reform this area of the Australian taxation system.

IFPA has called on the government to look beyond the CGT discount if it is aiming to reform this area of the Australian taxation system.

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Division 296, Investments

Amended Div 296 treats losses unfairly

The latest draft of the Division 296 tax bill will effectively result in super fund members being taxed when they have suffered financial loss.

The latest draft of the Division 296 tax bill will effectively result in super fund members being taxed when they have suffered financial loss.

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ETFs, Investments

New momentum strategy ETF released

Betashares has added to its smart beta fund range with the launch of an ETF based on a global momentum investing strategy.

Betashares has added to its smart beta fund range with the launch of an ETF based on a global momentum investing strategy.

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