News

Investments

Trust in your trust

There are many different vehicles available to investors seeking to build wealth, consolidate their financial position or bankroll a comfortable retirement. When it comes to asset allocation, a host of factors contribute to the decision-making process, including age, family commitments, income and the individual’s appetite for risk.

read more
Investments

Alphinity launches unique sustainable fund

Boutique fund manager Alphinity Investment Management has unveiled a differentiated Sustainable Share Fund (SSF), which will appeal to SMSF investors who value an environmental, social and governance (ESG) approach.

read more
Superannuation

Imputation refund policy under more fire

The federal opposition’s proposed policy of allowing imputation credit refunds to be paid only to those SMSFs with a member receiving an age pension payment has drawn more criticism, this time from the partner of an accounting firm.

read more
Accounting

Auditor crackdown reflects complex sector

Red and White Lines of barrier tape at a subway station.

The corporate regulator’s crackdown on SMSF auditor registrations may be occurring due to various factors largely based on complexities in the sector, according to an SMSF audit specialist.

read more
Residential Property

FHSSS having an impact on millennials

A presentation of the latest ING research into millennials’ attitudes toward property investing has shown members of the demographic group are treating the federal government’s First Home Super Saver Scheme (FHSSS) as a viable method of accumulating enough money for a deposit on an initial residential property.

read more
Business News

BT Panorama FUA hits $10b milestone

BT Financial Group (BTFG) today announced its flagship platform BT Panorama has surpassed $10 billion in funds under administration (FUA), with SMSF assets now contributing over 40 per cent of total FUA.

read more
Accounting

Accountants must be selective with technology

Accountants servicing SMSFs have been told to exercise caution over the revolutionary technology and software that continues to impact on the sector as it may not necessarily meet their needs.

read more
Strategy

Why SMSFs are turning to unlisted property

Unlisted property funds had a stellar 2017, with total returns three times stronger than those of Australian equities, making it one of the year’s best-performing asset classes.

read more
Investments

Ethical investing makes good sense

Australians are demanding more accountability and transparency from their investments, particularly through superannuation funds and fund managers. Yes, people want their investments to provide good returns, but they also want to know their money is invested in industries and companies that are doing good for the planet and not causing harm.

read more
Compliance

ASIC consults on ethics compliance schemes

The Australian Securities and Investments Commission (ASIC) is consulting on code of ethics compliance schemes for financial advisers under the new education requirement legislative regime.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.