News : Investments

ATO, Investments, SMSF

SMSF sector returns exceed 10 per cent

ATO, SMSF, SMSF sector statistical overview, return on assets, fund balances, earnings, returns, self managed superannuation, self managed super, SMSF

Returns across the SMSF sector were above 10 per cent during the 2023 financial year, reinforcing its competitiveness with APRA-regulated funds.

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Investments, Property

Gearing rules can be subjective

Bluestone Richard Chesworth Borrowing SMSF Self-managed superannuation property

Practitioners and trustees must be conscious of the subjective nature of the gearing rules when looking to borrow to perform work on an SMSF property.

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ATO, Business News, Investments, SMSF, Superannuation

Investment strategy approach getting better

The importance accountants and advisers are placing on the SMSF investment strategy and the associated ongoing compliance obligations has improved.

The importance accountants and advisers are placing on the SMSF investment strategy and the associated ongoing compliance obligations has improved.

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ETFs, Investments

Long-short ETF launched

A new ETF will be made available to investors next week that will be the first to utilise a long short strategy to generate returns.

A new ETF will be made available to investors next week that will be the first to utilise a long short strategy to generate returns.

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Investments, Legislation, SMSF, Superannuation

Proper CSLR process possibly omitted

New information obtained by the FAAA indicates the requirement to perform an analysis of the CSLR before its implementation may have been overlooked.

New information obtained by the FAAA indicates the requirement to perform an analysis of the CSLR before its implementation may have been overlooked.

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Investments

Replace hybrid bonds with private credit

SMSFs looking for an alternative after the planned phasing out of bank hybrid bonds should look to the private credit sector, which provides similar returns and is growing strongly.

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Investments

Centrepoint unveils super, investment platform

Centrepoint Alliance has released a new platform offering superannuation and investment options under a range of structures backed by digital transactions and reporting.

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Accounting, Investments

Concerns over accountant certificate penalties

SMSF Association Chartered Accountants Australia and New Zealand CPA Australia Institute of Public Accountants accountants' certificates wholesale investor test

A coalition of industry bodies has rejected a proposal for penalties on the negligent issuance of accountants’ certificates and reiterated its call for their removal altogether.

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Investments, SMSF

Integro unlocking private markets for SMSFs

Integro Private Wealth private markets SMSF Fund-of-funds Self-managed superannuation Tim Sullivan

A fund manager is providing SMSF members with additional avenues allowing them to access investment opportunities in global private markets.

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