News : Investments

Investments, Platforms

Capital-protected fund pitched at retirees

A Brisbane-based boutique manager has opened a new capital-protected equities fund pitched at the pre and post-retirement sector.

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Compliance, Investments, Regulation

Sharper record-keeping focus tipped

Advisers and accountants can expect increased scrutiny of the record-keeping for the advice they provide to SMSF clients over the next three years, a compliance expert has warned.

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Investments, Platforms

Macquarie joins OpenInvest platform

Macquarie Investment Management (MIM) has been added to the OpenInvest platform, joining six other investment managers on the fledgling service.

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Appointments, Investments

OpenInvest grows its team

OpenInvest has expanded its team, appointing a business development manager and marketing manager.

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Investments

The best of times, the worst of times

The potential for increased future volatility requires a wider look at investing without the daily distraction of the stock market.

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Investments

Bond firm penalised for misleading statements

Concerns about statements related to investment performance have prompted ASIC to fine a bond trading company.

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Investments, Regulation

Royal commission has not affected sector view

The royal commission’s findings have not swayed the investment views of an international manager regarding Australia’s bank and finance sector.

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Investments

SMSF managed fund use favours global stocks

Class’ SMSF Benchmark Report shows SMSFs using managed funds lean towards investing in global equities via these vehicles.

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Investments

Trustees dump top 10 domestic equities

SMSF trustees are reducing their investments in Australia’s top 10 listed equities as banks’ bad fortunes drag down the All Ordinaries index.

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Investments

Gold, silver top significant items held in SMSFs

Gold and silver are the most popular big-ticket SMSF assets.

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