News

Financial Advice, Investments

Dixon director has case dismissed

A case brought by ASIC against a Dixon Advisory director alleging a breach of duties in regards to decisions about the insolvency of the advice group has been dismissed.

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Bonds, Investments

Falling rates boost bond appeal

Interest rates have reached their high point and are likely to start falling, taking the shine off term deposits, but these can be replaced with quality bond investments providing similar returns.

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ESG, Investments

ESG labels unreliable

Investors have been encouraged to do their own research on the ESG claims of investment products to ensure they are true to label.

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Australian Shares, International Shares, Tax

Share volatility shows Div 296 severity

The Division 296 tax could lead to particularly unfair outcomes in situations where SMSFs hold certain equities that experience significant fluctuations.

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Documentation, SMSF

Voting by member balance flawed

A specialist lawyer has advised against super balance-based voting in SMSF constitutions, noting it may lead to an added administrative burden and unfair outcomes.

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Investments, Private Assets

Private markets being unlocked for SMSFs

A fund manager is providing SMSF members with additional avenues allowing them to access investment opportunities in global private markets.

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Investments, Property

Thinktank fund gets investment-grade rating

Thinktank has been given an investment-grade rating by SQM Research for its Income Trust aimed at several cohorts, including SMSFs.

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Legislation, SMSFA

AML laws need SMSF sensitivity

Anti-money laundering Counter-terrorism funding SMSF Accountants SMSF Association Professional service providers

An expansion of anti-money laundering laws should not view accountants as the registered address of an SMSF as a cause for concern and exempt the activity from the changes.

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Compliance & Regulation, Pensions

TRIS strategy seen as a compliance concern

TRIS ATO Pension Strategy Transition-to-retirement

Starting and stopping a transition-to-retirement income stream multiple times in one year may trigger compliance issues for an SMSF.

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International Shares, Investments

Market concentration fears overblown

Global market Concentration Insync Funds Management US market

The view that global markets are becoming concentrated around tech stocks is not matched by reality, but caution should be exercised with local and Asian markets.

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