News : Investments

Investments

Certainty, convenience key to winning SMSFs

As the SMSF market reaches maturation phase, service providers in the space must recognise two major underlying needs trustees have in order to grow and sustain business, a research executive has said.

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Investments, Regulation

Fund manager calls for franking credit refund cap

A fund manager has proposed the implementation of caps on maximum franking credit refunds per person as an alternative solution to scrapping the refunds altogether.

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Infrastructure, Investments

Growing SMSF demand for unlisted infrastructure

SMSFs are showing a strong appetite for the unlisted infrastructure, now that access to this asset class has opened up, according to Infrastructure Partners Investment Fund (IPIF) Management.

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ETFs, Investments

Fidelity embarks on active ETF strategy

International fund manager Fidelity has implemented a strategy to introduce a series of active exchange-traded funds into the market with the express view of assisting SMSF investors achieve better portfolio diversification.

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ETFs, Investments

Self-directed look to ETF issuers for tech info

Non-advised self-directed SMSF investors looking to invest in overseas technology stocks rely heavily on direct information from exchanged-traded fund (ETF) providers to boost their knowledge, posing an education challenge to issuers, according to BetaShares.

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Investments

Axa IM to apply gender diversity to equities fund

Axa Investment Managers (Axa IM) has revealed it will integrate a unique gender diversity variable to its Sustainable Equities Fund, following new research that found, on average, diverse companies are more profitable than their less diverse peers.

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Investments

First TraCRs in Aust start trading

The first transferable custody receipts (TraCR) in the Australian market have been made available on the Chi-X stock exchange today and will streamline the investment process for local investors looking for United States equity exposure.

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Investments, Portfolio Construction

BT reports strong SMSF managed account appetite

Around one-quarter of all managed accounts opened on the BT Panorama platform are through SMSFs, while funds under administration (FUA) on BT’s broader Panorama managed accounts solution have jumped 250 per cent year on year.

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ETFs, Investments

Positive market prompts low diversification

Australia will need to experience a fluctuating market and volatility for SMSFs to construct diversified portfolios, despite the current high use of exchange-traded funds (ETF), according to iShares.

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Investments, Property

SMSFs continue to invest in direct property

Despite reports of SMSF property allocations dropping, trustee demand for and investment in the asset class have continued via the fractional investing channel.

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