News : Investments

Investments, Property

Property currently more an income play

Commercial property capital gains

Non-residential real estate is currently more likely to generate stronger returns from income than capital gains, a specialist commercial property lender has said.

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ATO, Investments

SMSFs receive ATO letters querying investment strategy

SMSFs ATO letters investment

SMSFs have begun to receive letters from the ATO seeking clarification over their investment strategy and also flagging penalties for any lack of action on the issue.

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ATO, Investments

ATO probe no cause for alarm

SMSF investment diversification

Trustees should not rush to change their investment strategies as a result of the ATO’s expected probe into the diversification requirements of nearly 18,000 SMSFs, an SMSF expert has said.

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ATO, Investments, Superannuation

ATO requests SMSFs show detailed investment strategy

ATO SMSFs investment strategy

The ATO will ask some SMSFs to produce detailed investment strategies to justify why their investments are held in single assets.

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Compliance, Investments

Investment strategies doing bare minimum for SMSFs

SMSF investment strategies compliance

Investment strategies are being used to meet compliance hurdles and not fund member outcomes, despite clear guidance being provided on their use.

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Investments, LICs

Plato offer to meet demand for dividend payments

Plato Investments listed investment company

Plato Investments has opened a new entitlement offer in its listed investment company to offset decreasing income from cash and fixed interest.

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Investments, Property, Superannuation

Making SMSF investments via unit trusts

SMSF investments unit trusts

A unit trust is a popular structure for holding property and other investments and this article examines numerous methods of how an SMSF may invest in a range of unit trusts. Multiple unitholders Many publicly offered managed investment funds are structured as unit trusts to allow multiple investors to invest in a diversified investment portfolio. […]

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Investments

Directly held shares dominant with SMSFs

Directly held Australian shares SMSF

A specialist administration software firm’s statistics have confirmed the popularity of Australian shares among SMSF investors.

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ETFs, Investments

Global exposure growing in importance

SMSF allocation international assets

Having an investment allocation to international assets is increasing as a priority for SMSF trustees, according to the latest sector research.

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Financial Planning, Investments

Investment decisions challenging trustees the most

investment decisions trustees

Choosing specific assets and investments is the most difficult decision trustees face in running their SMSF, research has shown.

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