News : Investments

Investments, Portfolio Construction, Retirement

SMSFs will unload Aust shares under Labor policy

A SuperConcepts survey has found almost three-quarters of SMSF trustees plan to drop Australian shares and change their investment strategy to compensate for the loss of franking credit income should Labor’s proposal to remove refundable franking credits become policy.

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ETFs, Investments

Fidante unveils active ETF suite

Investment manager Fidante Partners today launched its ActiveX offering, which will comprise a series of actively managed exchange-traded funds (ETF) run by a variety of boutique fund managers.

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ETFs, Investments

US ETFs key to more diversification

SMSF trustees and advisers must consider using United States exchange-traded funds (ETF) for diversification and access to a broader range of sectors, according to a wealth management firm.

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ETFs, Investments

SMSF appetite strong for tech stocks

Exchange-traded fund (ETF) provider BetaShares is continuing to experience strong demand for its global technology sector ETF range from SMSFs, advisers, self-directed investors and millennials.

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Financial Planning, Investments, Portfolio Construction

Advised investors more buoyant about markets

Australian investors who have a professional financial adviser are considerably more confident about the outlook for investment markets compared to those who do not seek advice, according to a new survey.

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Investments, Regulation, Retirement

Labor policy to hit women, economy, govt revenue

Wilson Asset Management chief investment officer Geoff Wilson has used his statement to a House of Representatives Standing Committee on Economics hearing as part of its inquiry into the implications of removing refundable franking credits to highlight the negative impact the proposed policy will have on women, the greater economy and forecast government revenue.

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Investments, Regulation

Bennelong positioning itself for market shift

Bennelong Funds Management is in the process of adding a range of boutique investment house offerings to its stable in anticipation of providing individuals with viable alternatives should there be a significant market shift resulting from the Labor Party proposal to ban imputation credit refunds in certain circumstances.

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Investments

Gold: still marching 400 years later

Gold has fallen out of fashion over the past five years, but SMSF investors might be advised to reconsider its place in their portfolios due to late-cycle concerns and heightened geopolitical risk.

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Infrastructure, Investments

Airport investments and smooth landings in retirement

It’s widely recognised airport infrastructure and the airlines it serves play a vital role in facilitating economic growth and connecting communities around the world.

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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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