News

Messaging key to AGM season

November 19, 2021

Careful scrutiny should be applied to company performance forecasts during the coming AGM season to identify the best investment opportunities.

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Auditing, Residential Property

Trustees can help with valuation evidence

November 19, 2021

Darin Tyson-Chan

Trustees and their accountants can play an active role in compiling sufficient property valuation information for an SMSF audit.

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ETFs

Vanguard introduces additional automation

November 19, 2021

Tia Thomas

Vanguard has launched an automated scheduled investment feature for its Personal Investor platform to make the process easier for regular investors.

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Cryptocurrency

Compliance an issue with cryptocurrency

November 19, 2021

Darin Tyson-Chan

A change in the classification of cryptocurrencies could present a compliance challenge for SMSF trustees holding these assets in their funds.

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Investments

Small-cap sector lagging on ESG reporting

November 19, 2021

Jason Spits

The level of ESG reporting from small-cap companies needs to improve and more firms are responding to investor interest in this area.

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NALI/NALE

NALE goes beyond related parties

November 5, 2021

Darin Tyson-Chan

The non-arm’s-length expenditure rules as defined by LCR 2021/2 are not confined exclusively to related-party transactions.

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Superannuation

Savings limited from ECPI rule change

November 5, 2021

Jason Spits

The cost savings for SMSFs no longer having to use an actuarial certificate to calculate fund income are likely to be small, not open to all funds and offset by other costs.

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Cryptocurrency

Education service for digital assets launched

November 5, 2021

Darin Tyson-Chan

A fund manager has launched a education and research facility to provide much-needed information about digital assets such as Bitcoin.

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Documentation

E-signatures restricted to specific documents

November 5, 2021

Tia Thomas

Despite government moves to allow the use of electronic signatures, their application in the SMSF space will still be fairly limited.

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Australian Shares, International Shares

Low rates make shares only game in town

November 5, 2021

Jason Spits

Low interest rates mean investors should be considering shares as the only real income and growth vehicle still available to them for the foreseeable future.

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