News : Investments

Investments

Some small-cap areas under pressure

Certain segments of the Australian small-cap sector appear to be under pressure as born out in the latest local market reporting season.

Certain segments of the Australian small-cap sector appear to be under pressure as born out in the latest local market reporting season.

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Investments, Private Assets

AFCA clarifies investor test

AFCA has provided some context as to how ASIC’s enforcement approach to the wholesale investor rules will apply to individuals in practical terms.

AFCA has provided some context as to how ASIC’s enforcement approach to the wholesale investor rules will apply to individuals in practical terms.

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Investments, Private Assets

Researcher changes private credit mood

SQM Research, Australian Securities and Investments Commission,  Australian Prudential Regulation Authority, Louis Christopher, private credit,

A major investment research house has put the private credit sector on watch status in response to recent industry concerns over the asset class.

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Investments

AI stocks may have peaked

Certain market characteristics evident in 2025 have led to sentiment indicating equities in the generative AI space may be at peak value.

Certain market characteristics evident in 2025 have led to sentiment indicating equities in the generative AI space may be at peak value.

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International Shares, Investments

Diversify widely to offset US uncertainty

The US market cannot maintain its strong performance and investors should look outside of it to a range of investments to offset the dip it will eventually face.

The US market cannot maintain its strong performance and investors should look outside of it to a range of investments to offset the dip it will eventually face.

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Business news, Investments

LICAT rebrands to become Listed

The Listed Investment Companies and Trusts Association has rebranded and will now be known as Listed.

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Compliance & Regulation, Investments

AFCA ruling threatens SMSFs

Australian Financial Complaints Authority, AFCA, wholesale investor, SMSF trustees, superannuation product, asset threshold, SMSF Association, Peter Burgess

A significant number of SMSF trustees may be adversely affected by a recent AFCA determination regarding the wholesale investor definition.

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Investments

Ready market key to fund assets

SMSF, asset valuation, ready market, ATO, valuation guidelines, Smarter SMSF, Tim Miller, sole purpose test

ATO guidelines have stipulated an asset that does not have a ready market where it can be easily valued may not be appropriate for an SMSF to hold.

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International Shares, Investments

Look outside oversaturated US market

The US market is oversaturated with investors, who should look beyond it or at least past a handful of stocks when looking to find new sources of return.

The US market is oversaturated with investors, who should look beyond it or at least past a handful of stocks when looking to find new sources of return.

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ATO, Investments, SMSF

SMSF returns exceed 10 per cent

Returns across the SMSF sector were above 10 per cent during the 2023 financial year, reinforcing its competitiveness with APRA-regulated funds.

Returns across the SMSF sector were above 10 per cent during the 2023 financial year, reinforcing its competitiveness with APRA-regulated funds.

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