News : Investments

Compliance, Investments, Regulation

Acquisition error not reversible

SMSF related party acquisition breach

SMSF trustees who purchased an asset from a related party in error cannot reverse the breach but only manage the problem with the ATO.

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Compliance, Investments

Wholesale thresholds need fixing

wholesale investors SMSF assets test income

The definition of a wholesale investor in an SMSF context must be redefined with regard to the thresholds applied to the asset and income tests.

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ETFs, Investments

Smart beta ETFs gain favour

smart beta ETF Van Eck Arian Neiron

Smart beta exchange traded funds have made significant inroads into the market share of actively managed offerings over the past year.

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Investments

Firms launch global trading solution

Ausiex Saxo

Two investment companies have joined forces to launch an international trading solution designed for financial advisers and their clients.

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ETFs, Investments

VanEck adds three govt bond ETFs

Van Eck government bond ETF

VanEck is expanding its presence in the Australian market with the introduction of three new Australian government bond ETFs.

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Auditing, Investments, SMSF, SMSFA, Strategy

Simplify strategies for audit success

SMSF investment strategy audit

SMSF investment strategies that are concise, focused and in compliance with the SIS Regulations are likely to have a better chance of passing the yearly audit of the fund.

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ETFs, Investments

Betashares releases US Treasury ETFs

Betashares US treasury ETF

Betashares has expanded its suite of cash and fixed income ETFs with the release of two US Treasury ETFs offering inflation protection and long-term maturity timeframes.

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Administration, Auditing, Investments, SMSF

SMSFs remain cost-effective

Class report SMSF costs

The cost-effectiveness of SMSFs has continued to be drawn out, with new research showing fund expenses total less than 1 per cent of assets despite increases in underlying investment fees.

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ETFs, Investments

Global X unveils cybersecurity ETF

Global X ETF cybersecurity

Global X has expanded its suite of ETFs with the introduction of a new fund that specifically targets investments in the cybersecurity sector.

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Compliance, Investments

Wholesale exemption may harm consumers

licensing exemptions foreign financial services providers wholesale investors

An exemption to allow foreign financial services providers to pitch products at wholesale investors should only apply once that group of people has been better defined.

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