News : Investments

Investments, Property, Regulation, SMSF

Local law limits overseas property exposure

Direct property SMSF Self-managed superannuation Overseas property 13.22C entity In-house assets

While SMSFs can invest in property overseas, Australian laws may consider such an action a breach of trustee obligations and caution should be exercised.

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AAT, Compliance, Investments, SMSF

Strategy must match investment actions

SMSF Investment strategy SIS Act Merchant v Commissioner of Taxation [2024] Administrative Appeals Tribunal DBA Lawyers Shaun Backhaus

SMSF trustees cannot only articulate an investment strategy, but must give effect to it each year to be compliant with their obligations under superannuation law.

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ETFs, Investments

Global X adds hedged tech ETF

Global X ETF Exchange-traded fund Global X FANG+ (currency-hedged) ETF FANG

Global X has broadened its range of currency-hedged ETFs by introducing a fund aimed at providing exposure to some of the largest technology companies in the United States.

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Auditing, Investments

Avoid cutting corners with strategies

SMSF self-managed superannuation investment strategy back-dated template Vincents Mailene Wheeler

SMSF trustees should go by the book when creating investment strategies, avoiding backdated or template documents.

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ATO, Compliance, Investments, SMSF

Unchanged asset values on notice

SMSF annual return Asset values Auditors ATO Contravention reports

The ATO will be paying particular attention to SMSFs that continue to report unchanged asset values and will be focusing on annual returns to be lodged later this year.

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Crypto Assets, Investments

VanEck unveils Australia’s first bitcoin ETF

VanEck bitcoin ETF exchange-traded fund Australian Securities Exchange ASX Arian Neiron

ETF manager VanEck is set to launch Australia’s first bitcoin ETF on the ASX, providing investors with exposure to the world’s most popular cryptocurrency.

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ETFs, Investments

BlackRock launches Aust Government Bond ETF

Blackrock Australia ETF iShares 15+ Year Australian Government Bond ETF

BlackRock has added a new government bond ETF to its product range, pushing the total number of funds available in Australia past 50.

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ETFs, Investments

Lazard launches first Australian ETF

ETF

Lazard Wealth Management has introduced its first Australian market ETF based on its established Global Listed Infrastructure Fund.

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ETFs, Investments

BlackRock releases emerging markets ETF

Blackrock Emerging markets ETF iShares MSCI Emerging Markets ex China ETF

Investors will soon have the ability to access emerging markets without the risk of over-allocating to Chinese equities, with a new ETF offering that opportunity set to debut by the end of the month.

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Investments

Bond, equity mix no longer sufficient

SMSF portfolio Steven Miller GSFM Bonds Equities

Bonds are returning to their accepted role as an offset to volatility in equities, but both should be tempered by the use of alternative assets in an SMSF portfolio.

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