News : Investments

Investments, Regulation, SMSF

Sole purpose test is king

Sole purpose test In-house asset rules Related party 5 per cent rule SMSF Self-managed superannuation Knowledge Shop Jason Hurst

Satisfying the sole purpose test outweighs all other compliance considerations when trustees are contemplating an SMSF investment.

read more
Investments, Property, SMSF

Key risk and return questions for private credit

Zagga Private credit Alan Greenstein Mortgage security

There are some critical elements relating to private credit investments that need to be known to ensure the expected return outcomes eventuate.

read more
ETFs, Investments

Betashares releases momentum ETF

Betashares ETF Momentum investing

Betashares has unveiled Australia’s first momentum-based ETF, providing investors with a new strategy to access high-performing Australian equities.

read more
ETFs, Investments

Betashares unveils hedged S&P 500 ETF

Betashares ETF Exchange traded fund Betashares S&P 500 Equal Weight Currency Hedged ETF Alex Vynokur

Betashares has added a currency-hedged version of its S&P 500 Equal Weight ETF to its suite of fund offerings, increasing the number of its currency-hedged investment vehicles to 23.

read more
ETFs, Investments

Global X to release bank credit ETF

ETF Bank credit Global X Marc Jocum Evan Metcalf

Global X will launch Australia’s first ETF that combines senior bonds, subordinated bonds and hybrid securities.

read more
Investments, Property, Regulation, SMSF

Local law limits overseas property exposure

Direct property SMSF Self-managed superannuation Overseas property 13.22C entity In-house assets

While SMSFs can invest in property overseas, Australian laws may consider such an action a breach of trustee obligations and caution should be exercised.

read more
AAT, Compliance, Investments, SMSF

Strategy must match investment actions

SMSF Investment strategy SIS Act Merchant v Commissioner of Taxation [2024] Administrative Appeals Tribunal DBA Lawyers Shaun Backhaus

SMSF trustees cannot only articulate an investment strategy, but must give effect to it each year to be compliant with their obligations under superannuation law.

read more
ETFs, Investments

Global X adds hedged tech ETF

Global X ETF Exchange-traded fund Global X FANG+ (currency-hedged) ETF FANG

Global X has broadened its range of currency-hedged ETFs by introducing a fund aimed at providing exposure to some of the largest technology companies in the United States.

read more
Auditing, Investments

Avoid cutting corners with strategies

SMSF self-managed superannuation investment strategy back-dated template Vincents Mailene Wheeler

SMSF trustees should go by the book when creating investment strategies, avoiding backdated or template documents.

read more
ATO, Compliance, Investments, SMSF

Unchanged asset values on notice

SMSF annual return Asset values Auditors ATO Contravention reports

The ATO will be paying particular attention to SMSFs that continue to report unchanged asset values and will be focusing on annual returns to be lodged later this year.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.