Articles by Tia Thomas

Jaaims adds new portfolios

January 28, 2022

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

read more

Investments

Investing focus should transcend dividends

January 28, 2022

Tia Thomas

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

read more

ATO

ATO holds off on TBAR compliance

January 14, 2022

Tia Thomas

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.

read more

ATO

Excuses limited for late death benefit payments

January 14, 2022

Tia Thomas

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

read more

ETFs

ETF provider tweaks FANG offering

January 14, 2022

Tia Thomas

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.

read more

ETFs

Investors very satisfied with smart beta ETFs

December 17, 2021

Tia Thomas

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

read more

Documentation

Caution required over off-the-shelf trust deeds

December 17, 2021

Tia Thomas

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.

read more

ATO