News : Investments

Investments, Platforms

OpenInvest adds another Melbourne firm

OpenInvest Lanteri Partners

OpenInvest has continued to partner with advice firms in providing online investment solutions, assisting Lanteri Partners to deliver five portfolio options to clients.

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financial advice, Investments, SMSF

Role determines wholesale status

Wholesale client Retail client SMSF Financial advice

The wholesale client provisions are complex and advisers must determine the SMSF role an individual is acting in before using them.

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Investments, SMSFA, Superannuation

SMSFs outperform APRA funds

SMSF Performance Investments APRA funds SMSF Association University of Adelaide Research

New research shows SMSFs outperformed APRA-regulated funds on a rate-of-return basis for the 2022 financial year.

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financial advice, Investments

Wholesale investor threshold must be lifted

Net asset threshold Wholesale investor test Sophisticated investor Gross income test SMSF

The FSC has called for the doubling of the wholesale investor threshold, noting it now covers many people who sit outside that definition.

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ETFs, Investments

Betashares expands Nasdaq ETF offering

Betashares ETFs Nasdaq 100

Betashares will add two new funds with exposure to the Nasdaq to its range of ETFs, bringing its total number of offerings on the ASX to 90.

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Administration, Compliance, Investments, SMSF

Investment bands totally unnecessary

SMSF Investment strategies Asset allocations tables SIS Act

The inclusion of specific allocations to particular asset classes in SMSF investment strategies should be avoided to mitigate compliance issues.

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ETFs, Investments, Platforms

OpenInvest partners with boutique firm

OpenInvest investment platform Aldersley Capital Wealth management solution ETFs

OpenInvest has teamed up with Aldersley Capital to offer access to three distinct investment portfolios.

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Education, Investments, SMSF, Superannuation

Facilitating the education of grandchildren

Education bond SMSF

SMSF trustees can make specific portfolio allocations that will enable them to fund the education expenses of their grandchildren.

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ETFs, Investments

VanEck releases private credit ETF

VanEck Private credit ETF

VanEck is set to list its 40th ETF for the Australian market with the release of a global private credit fund.

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Investments, SMSF

Dig deep into related-party concerns

related party investments SMSF

Consistently reviewing the relationships between parties to an investment is the most prudent way to ensure clients do not fall foul of the related-party rules.

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