News : Investments

Investments

Bond, equity mix no longer sufficient

SMSF portfolio Steven Miller GSFM Bonds Equities

Bonds are returning to their accepted role as an offset to volatility in equities, but both should be tempered by the use of alternative assets in an SMSF portfolio.

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ETFs, Investments

Global X debuts US infrastructure ETF

Global X ETF Global X US Infrastructure Development ETF

Global X has launched an ETF that aims to capitalise on infrastructure investment in the world’s largest economy.

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Investments, Portfolio Construction, SMSF

Hostplus offers unique unlisted asset access

Hostplus Unlisted assets SMSF SMSF Professionals Day 2024 Portfolio allocations

SMSF members have the ability to benefit from the economies of scale and access to unique investment opportunities a major industry fund enjoys.

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Investments, SMSF

Private credit improves SMSF portfolios

Private credit SMSF Zagga Investment strategy

The inclusion of private credit in an SMSF portfolio can not only boost returns, but also lower the amount of investment risk of the super fund.

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Education, Investments

An avenue for intergenerational assistance

Education bond SMSF

There is a sound avenue worthy of consideration that will allow retirees to provide financial assistance for the education of subsequent generations.

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financial advice, Investments, Regulation

Wholesale tests revision essential

wholesale investor test wholesale client test indexation accountant’s certificates SMSF Association Chartered Accountants Australia and New Zealand CPA Australia Institute of Public Accountants

Any increase to the wholesale investor tests must include indexation to keep them current, but accountants’ certificates should be removed as they are no longer fit for purpose.

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ETFs, Investments

Fidelity expands active ETF range

ETF Fidelity

Fidelity International is set to add four new active ETFs to its product suite focusing on growth areas in Australia and Asia.

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Investments, Regulation

Sophisticated investor laws require a re-think

Sophisticated investor Retail shareholder Wilson Asset Management

The proposed amendment to the sophisticated investor rules provide an opportunity to review the relevant legislation and make it fairer.

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Compliance, Investments, Property, SMSF

Property development loans add risk

Property development NALI Loans Guarantees SMSFRB 2020/1

SMSF trustees who provide a guarantee for a property development project loan may expose the fund to non-arm’s length income penalties.

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ETFs, Investments

Betashares debuts bank bond ETF

BSUB Bonds Banks ETF Betashares

Betashares has unveiled Australia’s first pure-play tier 2 bank credit exchanged traded fund offering access to bonds issued by large Australian banks.

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