News : Investments

Accounting, Investments

Accountant investment advice has validity

accountants SMSF investment advice

Unlicensed accountants should not assume they cannot assist SMSF clients with their fund investment strategy, but should be aware of the limits on the advice they can provide.

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Investments, Property

Trustees must look beyond dividends, property

SMSF share dividends property

SMSF trustees reliant on franking credits and rental income need to shift to new sources of investment growth as a result of the COVID-19 downturn.

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Investments, Retirement

Retirees with market fears shouldn’t cash out

retirees cashing out

Retirees should stay invested and avoid cashing out despite market volatility as a result of the coronavirus pandemic, an investment expert has said.

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Investments

Trustees slow to adopt managed accounts

SMSF managed accounts

SMSFs have been slow to adopt managed accounts as part of their investment holdings despite solid growth in their use outside superannuation and among financial advisers.

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Investments

Downturn not deterring investors yet

downturn investors

Retail investors have chosen to ride out the recent market downturn, but remain less than optimistic about long-term growth and government debt.

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Investments

Asset allocations must stay true to fund strategy

asset allocations investment strategy

Trustees can make changes to their investments in response to the recent market downturn, but they should be consistent with the SMSF’s investment strategy.

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ATO, Investments

In-house asset obligations must be maintained

in-house asset relief

The ATO’s coronavirus relief provisions do not extend to in-house asset ratios or investment strategies, with trustees reminded to maintain their obligations.

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Investments, Strategy

Trustees not reaping full benefit of SMSFs

SMSF benefits

Many trustees are too busy to implement an investment strategy for their fund that will maximise the benefit of having an SMSF, a superannuation expert says.

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Investments

Clime unveils self-directed portfolio range

Clime investment

Clime Investment Management has launched a range of self-directed investor model portfolios in partnership with the OpenInvest platform.

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Investments, Retirement

Retirees require better risk protection

ASIC Retirees risk

ASIC needs to do a better job in making sure the risks associated with offerings advertising higher-than-average returns are properly communicated to retirees, a senior executive from a research house has said.

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