Articles by Tia Thomas

Direct Domestic Shares

Jaaims adds new portfolios

Jaaims portfolios

Jaaims has responded to investors’ call for further diversification by launching six new portfolios on its artificial intelligence trading platform.

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Investments

Investing focus should transcend dividends

investment dividends

A portfolio manager has advised Australian retirees to expand their investment portfolio beyond a dividend focus despite recent market results.

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ATO

ATO holds off on TBAR compliance

ATO TBA report compliance

The ATO will not take compliance action against funds that have not reported a TBA event after the commencement of a new pension in the interim.

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ATO

Excuses limited for late death benefit payments

death benefit ATO

The ATO will only recognise limited reasons offered by trustees as an acceptable excuse for not paying a death benefit within the standard timeframe.

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ETFs

ETF provider tweaks FANG offering

ETF Securities FANG

The technology investment offering from ETF Securities has been fine tuned to include a renowned software organisation at the expense of a social media firm.

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ETFs

Investors very satisfied with smart beta ETFs

smart beta ETF

Industry research has shown the smart beta ETF investment strategy is providing high satisfaction levels among investors.

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Documentation

Caution required over off-the-shelf trust deeds

off-the-shelf deeds

SMSF trustees are advised to closely consider the use of off-the-shelf trust deeds as poorly written documents are at the centre of many legal disputes.

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ATO

ATO issues SMSF scam alert

ATO scams SMSFs

The ATO has warned individuals to remain vigilant following an increase in cold-calling scams focused around SMSFs.

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LICs

LIC diversification requires greater scrutiny

LIC diversification allocation

The actual portfolio diversification provided by an allocation to a listed investment company requires careful examination.

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Succession Planning

State can act for incapacitated trustee

corporate SMSF trustee

A member who has lost capacity within a corporate trustee SMSF may be able to have the state represent them.

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Our Story

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