News : Investments

ATO cannot scrutinise chosen investments

November 27, 2019

The ATO does not have powers to assess investments but trustees need to ensure they match documented strategies, an SMSF service provider has warned.

read more

Investments, Strategy

State law can cloud investment strategy

November 26, 2019

Darin Tyson-Chan

State-based laws could add a layer of complexity to the compliance regarding SMSF investment strategies, according to an industry lawyer.

read more

Business News, Investments

Betashares to launch low-cost ETF range

November 26, 2019

Tharshini Ashokan

Betashares’ new suite of low-cost diversified ETFs is expected to start trading on the ASX before the end of the year.

read more

Investments, Superannuation

SMSFs look beyond mainstream allocations

November 21, 2019

Jason Spits

The low interest rate environment is driving SMSF investors into offshore and alternative assets in greater numbers compared to their retail superannuation peers.

read more

Investments

Hunt for yield to intensify

November 14, 2019

Darin Tyson-Chan

The continued reduction of the official interest rate will see SMSF investors increase their focus on generating yield from their investments, a global fund manager has predicted.

read more

Investments, Retirement

Capture spread critical for retirement investing

November 7, 2019

Darin Tyson-Chan

Sequencing risk in retirement can be more effectively controlled through investments with managers with greater downside protection without necessarily having the best upside returns, according to an international wealth manager.

read more

Auditing, Investments

Investment strategy acknowledgement can be simple

October 23, 2019

Darin Tyson-Chan

Obtaining simple documentation can be enough for auditors to determine SMSF trustees have fulfilled their legal obligation with regard to a fund’s investment strategy, according to the ATO.

read more

Accounting, Investments

Treat investment strategies as product advice

October 17, 2019

Jason Spits

Accountants should treat investment strategies as financial products and be guarded in their advice about them to avoid legal missteps, an SMSF lawyer has claimed.

read more

Investments, Superannuation

Trustees need to understand investment structures

SMSF investment structures need closer look

October 1, 2019

Tharshini Ashokan

The structure used by an SMSF when investing on a co-operative basis must be clearly understood by trustees in order to ensure their fund complies with ATO regulations, an SMSF expert says.

read more

Investments, Retirement

Retirement income products too hard for some

October 1, 2019

Jason Spits

Investment managers have not produced more retirement income products because some don’t have the capability or patience to do so, one product provider has claimed.

read more