News : Investments

Investments, Markets

Franking credits hit record levels

Strong market returns and special dividends have pushed franking credits to a record level.

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Investments, Markets

SMSFs under pressure to register for OTC activity

SMSFs using over-the-counter investment instruments have less than three weeks to secure a new fund identification code that will allow their continued use after 1 April.

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Investments, LICs

Metrics launches credit LIT

A listed investment trust has been launched offering an avenue to invest in private credit assets.

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ETFs, Investments

ETFs find favour as SMSFs seek global exposure

SMSF, trustees, franking credits, AMP Capital

ETFs have been the main beneficiary of an interest in international equities from SMSFs during the second half of 2018.

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ETFs, Investments, Portfolio Construction

SMSF asset allocations riskier now

Recent events have illustrated the risk SMSF investors face in continuing with concentrated asset allocations to equities and cash, an investment manager has warned.

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ETFs, Investments

Innovation key to active management success

Active managers will need to deliver innovation in the future to remain competitive against the rising passive ETF industry, according to BetaShares.

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Investments, Platforms

Capital-protected fund pitched at retirees

A Brisbane-based boutique manager has opened a new capital-protected equities fund pitched at the pre and post-retirement sector.

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Compliance, Investments, Regulation

Sharper record-keeping focus tipped

Advisers and accountants can expect increased scrutiny of the record-keeping for the advice they provide to SMSF clients over the next three years, a compliance expert has warned.

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Investments, Platforms

Macquarie joins OpenInvest platform

Macquarie Investment Management (MIM) has been added to the OpenInvest platform, joining six other investment managers on the fledgling service.

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Appointments, Investments

OpenInvest grows its team

OpenInvest has expanded its team, appointing a business development manager and marketing manager.

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