News : Investments

Accounting, Financial Planning, Investments

Licensing regime a one-dimensional view on advice

The limited licensing regime for accountants is proving to be too onerous and has failed to recognise financial advice is not a monolithic unit, according to new online marketplace and platform offering OpenInvest.

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Investments, Regulation, Retirement

Imputation credit policy carries currency risk

The Labor Party’s proposal to scrap imputation credit cash refunds will encourage Australian investors to invest globally, hence increasing currency risk, a fund manager has warned.

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Investments, Retirement

OpenInvest aiming to address SMSF needs

A new online marketplace and platform offering, OpenInvest, was unveiled yesterday in response to SMSF trustees’ desire for direct access to a range of highly credible and experienced managers.

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ETFs, Investments

Fixed income active ETF to target SMSFs

BetaShares and Legg Mason have launched Australia’s first fixed income active exchange-traded fund (ETF), which will target SMSFs and other retail investors.

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Investments, Property

DomaCom clears equity release regulatory hurdle

Fractional property firm DomaCom today announced it has received ASIC clearance that will allow it to deliver an equity release product for the asset-rich, cash-poor retiree cohort.

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Education, Investments, Retirement

SMSFs face three key risks

A new industry paper, published today, has highlighted a triple risk for the $750 billion of retirement savings of over 1.1 million Australians with an SMSF.

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Education, Investments, Retirement

SMSFs facing triple risk: report

A new industry paper, published today, has highlighted three major risks for the $750 billion of retirement savings of over 1.1 million Australians with an SMSF.

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Compliance, Investments, Regulation

SMSF segregation switching to attract ATO scrutiny

tax advice

Superannuation regulations permit investment segregation to be used in an SMSF subject to the ‘fair and reasonable’ standards, however, behaviour intended to manipulate tax outcomes, specifically setting up a second SMSF, will bring ATO scrutiny.

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Investments, Pensions, Retirement

Retiree focus on drawdown key

The issue of drawdowns during pre-retirement and pension phase needs greater attention, though investors are beginning to better acknowledge the risks, according to Lazard Asset Management.

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Investments, Regulation

Imputation credit policy may hit stock returns

Labor’s plan to abolish cash refunds on franking credits could have an impact on the return profile of higher dividend-paying stocks, according to a bond investor.

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