News

Business news, Investments

LICAT rebrands to become Listed

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

read more
International Shares, SMSF, Superannuation, Trusts

Interest rate expectations favour small caps

Small caps, Global X, ETF, Billy Leung, exchange-traded funds, global market,

The current global economic environment reflecting an expectation of interest rate cuts presents an opportune moment for investing in small caps.

read more
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.

read more
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.

read more
Infrastructure

Europe strong for infrastructure investments

Infrastructure, assets, Europe, Access Capital Partners, decarbonisation, energy transition, digitalisation, Tomas Wegelius, secular megatrends

Europe has been forecast to reap the biggest benefit from secular megatrends and in turn provide the best infrastructure investment opportunities.

read more
Bonds, Fixed Income

Rates not a factor in bonds decision

interest rates, fixed income, bonds, currency hedge, volatility, Vanguard, Joe Davis, US Federal Reserve, Reserve Bank of Australia, diversification

Changes in interest rates should not deter fixed-income investors as the long-term outlook for bonds remains strong and unaffected by short-term rate cycles.

read more
Regulation, SMSF, Superannuation

SMSFs outperform industry rivals

Australian Prudential Regulation Authority, APRA, SMSF Association, University of Adelaide’s International Centre for Financial Services, ICFS, BGL Corporate Solutions, Class,  SuperMate, Dr George Mihaylov,

New research has found SMSFs outperformed APRA-regulated funds over a five-year period and balances continue to shape individual returns.

read more
Legislation, SMSF, Superannuation, Tax

Div 296 tax bill still not passed

The Division 296 tax bill has not been passed in the Senate after it was omitted from the order of business for the current sitting period.

The Division 296 tax bill has not been passed in the Senate after it was omitted from the order of business for the current sitting period.

read more
SMSF, Superannuation, Technology

Tech sector opportunities to broaden

The tech industry is predicted to reach new heights this year on the world stage, with the catalyst being artificial intelligence.

The tech industry is predicted to reach new heights this year on the world stage, with the catalyst being artificial intelligence.

read more
Business news

Global X introduces US small-cap ETF

Global X has launched the first ETF tracking the Russell 2000 Capped Index on the Australian Securities Exchange.

Global X has launched the first ETF tracking the Russell 2000 Capped Index on the Australian Securities Exchange.

read more

Copyright © SMS Trustee News 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.