News : Investments

Administration, ATO, Compliance, Investments

ATO SMSF investment role spelt out

ATO SMSF Investment strategy Investments

The ATO’s role in assessing whether an SMSF investment strategy is appropriate has been confirmed by a financial services practice principal.

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ASIC, Business News, Investments

Mayfair regains asset control

Mayfair 101 James Mawhinney ASIC Supreme court of Victoria Liquidators

Mayfair 101 has regained control of contested assets after reaching a settlement with liquidators appointed nearly four years ago.

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Insurance, Investments, SMSF

Guidance doesn’t negate insurance duty

SMSF collectables ATO guidance insurance

ATO guidance on what constitutes a collectable does not remove a trustee’s responsibility under superannuation laws to properly store and protect any asset.

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financial advice, Investments, SMSF

Markets spur SMSF advice

Investments SMSF Financial advisers Trading Ausiex

The changing nature of financial markets last year saw an increase in new advised SMSFs across all age demographics, with these funds being active traders.

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Cryptocurrency, Investments, Regulation

Investment scam losses stemmed

Investment scams ACCC National Anti-Scam Centre Cryptocurrency

Anti-scam initiatives by the government have significantly reduced the level of consumer losses in the first six months of their operation.

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Compliance, Investments

SPT compliance about motives

Motivation Investments Sole purpose test SMSF

Compliance with the sole purpose test is reliant upon the reasons behind making a particular investment rather than the assets in question.

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Investments, SMSF

Female engagement underestimated

AUSIEX SMSF Female investors women investors Trade Brett Grant

Female SMSF investors are likely to be more engaged and active than currently perceived, with the role of advice key in expanding their behaviour.

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Compliance, Investments, SMSF

Verify asset location before filing SAR

Overseas assets Australian assets Investments SMSF annual return SAR

Understanding the location of an asset that is held by an SMSF is crucial for meeting the fund’s annual reporting requirements.

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ETFs, Investments

VanEck lists new managed fund

VanEck ETF Managed fund Australian equities

A new managed fund has been listed on the Australian Securities Exchange, combining investor capital with gearing to invest in domestic equities.

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Compliance, In-house assets, Investments, Regulation

Related-party challenge recognised

ATO Paul Delahunty Related parties In-house assets Part 8 associates

The difficulty trustees may have in complying with the related-party rules has been noted by the ATO in the context of the total number of SMSF members.

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