News : Investments

Investments, Retirement

Crash protection plan recommended for retirees

A boutique asset manager has advised retirees to opt for a crash protection strategy to minimise the impact of a financial downturn on their investment portfolio.

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Auditing, Investments

Unlisted assets attract greater audit scrutiny

Unlisted assets in an SMSF are more likely to lead to a qualified audit following growing concerns around their valuations.

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Investments

Franking credit campaign was not political

Australian Parliament House, Canberra, ACT.

The head of Wilson Asset Management has told shareholders the fund manager’s campaign against a ban on franking credit refunds was not politically motivated.

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Financial Planning, Investments, Tax

Franking credit planning premature

Advisers and clients who moved to offset the impact of Labor’s proposed franking credit refund ban should have waited until the legislation, according to SuperConcepts.

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Investments, Pensions, Retirement

Hub24 platform adds Challenger annuities

Hub24 has added three annuity products from Challenger to its investment menu.

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Investments, Tax

Wilson to continue franking credit fight

The head of Wilson Asset Management will continue to protest against franking credit changes even if ALP wins the federal election.

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Investments, Markets

Franking credit move to have little market impact

The proposed changes to franking credit rules will have a minimal impact on share market volatility as most investors will be unaffected by the changes.

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Investments, Tax

Indirect effects of franking credit plan also critical

SMSF, trustees, franking credits, AMP Capital

The indirect effects of Labor’s proposed franking credit policy may be as significant as its immediate impact, a large financial services firm has warned.

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Investments, Platforms

OpenInvest adds to board

Susan Allen is the latest appointment to OpenInvest’s board of directors.

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Investments, Property

DomaCom hits $50m in FUM

A 20 per cent increase in inflows has seen fractional property investment manager DomaCom surpass $50 million in funds under management.

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