News : Investments

SMSFs receive ATO letters querying investment strategy

September 3, 2019

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

August 27, 2019

Tharshini Ashokan

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

August 21, 2019

Jason Spits

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

August 19, 2019

Jason Spits

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

August 15, 2019

Tharshini Ashokan

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

August 5, 2019

Daniel Butler

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