News

Australian Shares, International Shares, Investments

Momentum can compromise diversification

Investing in stocks that maintain strong performance may generate good returns but lead to unwanted portfolio concentration.

Investing in stocks that maintain strong performance may generate good returns but lead to unwanted portfolio concentration.

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ATO, Compliance & Regulation, Legislation, Lodgement, Regulation

Court action shows lodgement importance

ATO court action against a trustee for late lodgements has shown the importance of heeding the regulator’s compliance and deadline warnings.

ATO court action against a trustee for late lodgements has shown the importance of heeding the regulator’s compliance and deadline warnings.

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ETFs, Investments, Strategy

Index funds performing better

The first half of 2026 saw 78 per cent of Australian equity actively managed funds underperform the S&P/ASX 200 index.

The first half of 2026 saw 78 per cent of Australian equity actively managed funds underperform the S&P/ASX 200 index.

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Investments

OpenInvest caters for sharia investments

OpenInvest has helped an Islamic financial services firm to deliver two investment vehicles that align with its clients’ faith-based principles.

OpenInvest has helped an Islamic financial services firm to deliver two investment vehicles that align with its clients’ faith-based principles.

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CGT, Investments, Regulation, SMSFA, Tax

Investment paths must get same treatment

Amendments are needed to proposed capital gains tax rules so an SMSF investing in a managed fund is not taxed at higher rates.

Amendments are needed to proposed capital gains tax rules so an SMSF investing in a managed fund is not taxed at higher rates.

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Australian Shares, Economy

Global exposure driving stronger growth

Australian companies tapping into global investment themes have grown faster than those focused on domestic needs, creating dispersion in the market.

Australian companies tapping into global investment themes have grown faster than those focused on domestic needs, creating dispersion in the market.

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Compliance & Regulation, Property, Residential Property, Valuation

Annual valuations for property a must

Trustees with a property included in their SMSF should be looking to obtain an independent valuation for the asset every year.

Trustees with a property included in their SMSF should be looking to obtain an independent valuation for the asset every year.

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Economy, Property, Superannuation

Government must address housing supply

The government must address the shortage of property supply in order to find an effective solution to the nation’s housing crisis.

The government must address the shortage of property supply in order to find an effective solution to the nation’s housing crisis.

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ATO, Compliance & Regulation, Legislation, SMSFA

SMSF reforms in the main supported

The SMSF Association has indicated it is generally supportive of the reforms to the sector the Minister for Financial Services announced last month.

The SMSF Association has indicated it is generally supportive of the reforms to the sector the Minister for Financial Services announced last month.

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