News : Investments

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.

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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.

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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.

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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.

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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.

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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.

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Investments, Technology

Raiz opens door to SMSF investors

March 17, 2021

Jason Spits

A mobile-based investment platform has opened its doors to SMSFs, offering low minimum investments and access to a range of set portfolios.

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Investments

Retail investor numbers hit new highs

March 11, 2021

Tharshini Ashokan

The number of active retail online investors in Australia grew substantially during 2020, the latest research from Investment Trends has found.

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Financial Planning, Investments

Cognitive bias needs recognition

March 10, 2021

Darin Tyson-Chan

The cognitive bias of trustees need to be considered, and incorporated where practical, within an SMSF investment strategy.

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Financial Planning, Investments

Strategy focus must emphasise non-advice

February 24, 2021

Jason Spits

SMSF practitioners have been given a prime opportunity to discuss investment strategies, but must emphasise the discussions are client driven and not advice.

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