News : Investments

Investments

Equity holdings to hit SMSF sector

SMSFs equity holdings

The high levels of equity holdings inside SMSFs will increase the decline in assets compared to other superannuation sectors, according to an industry research group.

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Infrastructure, Investments

Call for SMSF access to infrastructure assets

infrastructure assets

The establishment of liquid investment vehicles to house infrastructure assets would give SMSFs overdue access to this asset class, the SMSFA and FSC say.

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ETFs, Investments

New ETFs allow leveraged Nasdaq exposure

ETFs Nasdaq

ETF Securities has launched two new ETFs providing leveraged exposure to the Nasdaq 100 index.

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Investments

LICs/LITs must adapt to new ban

Listed investment

LICAT has flagged the significance of the stamping fee ban for listed investment companies (LIC) and listed investment trust (LIT) and its impact on the industry.

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Documentation, Investments

LEI costs reduced for SMSFs

SMSFs LEI

SMSFs that trade in foreign currency and derivatives can reduce their cost and administration requirements through a new multi-year identification renewal offer.

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Investments, Retirement

COVID-19 downturn not the same as GFC

COVID-19 downturn

Recent growth in investment markets after COVID-19 driven downturn is not the same as after the GFC and is obscuring increasing levels of government debt.

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Investments

Vanguard offering to include SMSFs

Vanguard SMSFs

Vanguard has added SMSFs to the list of investors who can gain access to its recently launched Personal Investor offering.

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Investments

SMSFs failing to renew trading identifier

legal entity identifier

SMSFs are failing to renew an important identification number required for international trades of non-equity investments, according to an issuer of the number.

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Financial Planning, Investments

Robo-advice more popular in US

robo-advice

The US continues to lead in the demand for robo-advice among online investors, a survey shows, and women are more likely to use automated investment services than men.

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Investments, Retirement

SMSFs should seek ‘all-weather’ portfolios

SMSFS portfolios

SMSFs with ‘all-weather’ investment portfolios could neutralise the sequencing risk caused by severe economic uncertainty.

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