News : Investments

Investment strategies doing bare minimum for SMSFs

August 19, 2019

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

Directly held shares dominant with SMSFs

August 1, 2019

Darin Tyson-Chan

A specialist administration software firm’s statistics have confirmed the popularity of Australian shares among SMSF investors.

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ETFs, Investments

Global exposure growing in importance

July 29, 2019

Darin Tyson-Chan

Having an investment allocation to international assets is increasing as a priority for SMSF trustees, according to the latest sector research.

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Financial Planning, Investments

Investment decisions challenging trustees the most

July 22, 2019

Darin Tyson-Chan

Choosing specific assets and investments is the most difficult decision trustees face in running their SMSF, research has shown.

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Investments

Russell launches new suite of managed accounts

July 18, 2019

Jason Spits

Russell Investments has launched multi-asset managed accounts centred around Australian equities and matched to common investor risk profiles.

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ETFs, Investments

BetaShares ETF provides access to UK market

July 17, 2019

Darin Tyson-Chan

Australian investors will have access to large corporations listed on the London Stock Exchange via an exchange-traded fund launched by BetaShares today.

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Financial Planning, Investments

Strategy advice doesn’t need SOA but care required

July 11, 2019

Jason Spits

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

July 11, 2019

Meaghan Victor

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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