News

Education, Property

New property course unveiled

Mentor Education Group has launched a real estate course following a growing number of calls for such a service from accountants, financial planners and brokers as more professional advisory practices position themselves as one-stop-shop service providers.

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Infrastructure, Investments

Growing SMSF demand for unlisted infrastructure

SMSFs are showing a strong appetite for the unlisted infrastructure, now that access to this asset class has opened up, according to Infrastructure Partners Investment Fund (IPIF) Management.

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Auditing

Triennial audit risks industry contraction

The SMSF audit industry could witness increased contraction and consolidation should the triennial audit cycle policy proposal be legislated, an auditor has warned.

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Administration, ATO, Compliance

Quarterly TBC report dates draw closer

The SMSF Association has reminded SMSFs on a quarterly transfer balance cap (TBC) reporting cycle they must make their first lodgement with the ATO in three weeks.

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ETFs, Investments

Fidelity embarks on active ETF strategy

International fund manager Fidelity has implemented a strategy to introduce a series of active exchange-traded funds into the market with the express view of assisting SMSF investors achieve better portfolio diversification.

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ATO, Superannuation

Tabling of SuperStream draft regulations welcomed

The SMSF Association has welcomed draft regulations recently tabled in Parliament to allow SMSFs to receive digital rollovers through the SuperStream system.

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ETFs, Investments

Self-directed look to ETF issuers for tech info

Non-advised self-directed SMSF investors looking to invest in overseas technology stocks rely heavily on direct information from exchanged-traded fund (ETF) providers to boost their knowledge, posing an education challenge to issuers, according to BetaShares.

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Investments

Axa IM to apply gender diversity to equities fund

Axa Investment Managers (Axa IM) has revealed it will integrate a unique gender diversity variable to its Sustainable Equities Fund, following new research that found, on average, diverse companies are more profitable than their less diverse peers.

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Investments

First TraCRs in Aust start trading

The first transferable custody receipts (TraCR) in the Australian market have been made available on the Chi-X stock exchange today and will streamline the investment process for local investors looking for United States equity exposure.

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Administration, ATO, Auditing

ATO will do best to administer audit policy

The tax office has said it will administer the proposed three-year audits for qualifying SMSFs as well as it can, but has revealed it has received mixed views on the measure.

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