News : Investments

Financial Planning, Investments

Strategy advice doesn’t need SOA but care required

SMSF investment advice

SMSF practitioners can give advice on an investment strategy without a statement of advice, but need to be aware they may be held liable for losses stemming from that advice.

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Investments, Platforms

Why managed account popularity is set to rise

use of managed accounts

Industry research has shown the popularity and use of managed accounts is set to rise, but significant additional education about these offerings is still required.

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Investments, Strategy

SMSF strategies can help non-SMSF investors

SMSF; investment; strategy; investors

An SMSF investment strategy can provide essential guidance to investors, even if they don’t have an SMSF, a personal finance expert says.

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Investments, Retirement

Franking credits an income buffer but not solution

franking credits; income streams;

Franking credit refunds have boosted retiree incomes, but new solutions are required to offset the low interest rate environment.

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Investments

SMSFs less keen on blue-chip stocks

SMSFs; blue-chip; stocks

SMSF investors turned away from blue-chip stocks in the 2019 financial year, focusing their attention on infrastructure and ETFs instead.

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Investments, Superannuation

Industry fund opens investment options to SMSFs

Hostplus; SMSF; investment

Hostplus has launched a range of investment options pitched at the SMSF sector following a successful pilot run of the product.

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ETFs, Investments

Praemium to offer SSGA ETFs

State Street Global Advisors has entered into a partnership with managed accounts platform Praemium to offer a suite of ETF model portfolios.

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ETFs, Investments

BetaShares, Legg Mason unveil emerging market ETF

BetaShares and Legg Mason have launched the seventh ETF offering in the local market in less than six months, with the investment product offering access to emerging market equities.

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Investments

A nuanced low-volatility investment approach

SMSF trustees should be taking advantage of low-volatility investment trends, but need to remain mindful of ‘hidden’ risks, according to Patrick Kuhner.

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Investments, Retirement

Retirement income under pressure after rate cut

Retirement income investments should be reassessed following the latest rate cut, while wider sources of franking credits should also be considered, according to a specialist investment manager.

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