News : Investments

Investments, NALI/NALE

Limits needed for work on assets

trustee work assets limits

The absence of limits on work on an asset by an SMSF trustee is likely to create confusion around what will fall under non-arm’s-length expenditure provisions.

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Investments

The power of syndicated investing

fractional investing

Syndicated or fractional investing is not new to the market and can provide some unique investment opportunities and strategies.

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Investments

Fidelity unveils first managed portfolio

Fidelity managed account

Fidelity has released its first separately managed account, which has a focus on a portfolio of actively managed Australian equities.

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Investments, Superannuation

Better returns not a control priority

investment returns

The control SMSF trustees seek in running their own superannuation fund is not entirely about generating better returns than the public offer funds of which they were or are members.

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Investments

Private company investments face SMSF limits

private company SMSF

The benefits of investing in a private company may be offset by the limitations placed on those investments in regards to SMSFs.

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Contributions, Investments

Shares can be turned into contributions

shares SMSF contribution

SMSF members can turn shares into a contribution to their fund as part of an in-specie transfer, but need to be aware of tax and contribution cap issues.

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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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