Blog

Industry news, market analysis and the latest insights from our Founder & MD Andrew Ward.

Investing in Self-Managed Super

Investing in Self-Managed Super

Accountants have long provided both accounting expertise and investment advice to Self Managed Super Funds, but that era will come to an end on June 30, 2018. That’s when the “accountant’s exemption” to the 2016 financial advice licensing reforms expires. From then on, it will be illegal for accountants to advise their clients on investment decisions unless they hold a licence in their own right. As a result, accountants are now grappling with how to retain the business of setting up, structuring and maintaining their clients’ SMSFs while not saying anything that looks, sounds or smells like advice. Andrew Ward, managing director of online platform SelfWealth, believes his “social network for investors and trading solution” solves the problem.

Transparent knowledge: the key to wealth

Transparent knowledge: the key to wealth

Humans tend to overcomplicate things. Like investment. Growing your money is pretty simple, as Vanguard founder Jack Bogle famously demonstrated in the 1970s: if you want to earn yourself a decent return, invest in a fund that reflects the market as a whole over a long period of time. Now we take for granted that a diversified portfolio will outperform most managed funds. Unfortunately, many people still think of investment as too complex.

Investor Review Announce the Winners of the 2016 Institutional Awards

Investor Review Announce the Winners of the 2016 Institutional Awards

United Kingdom, November 2016 – Investor Review Magazine have announced the winners of the 2016 Institutional Awards. SelfWealth Ltd Are proud to announce that we have been awarded: Best Online Investment Portfolio Management Tool & Award for Innovation in Financial Technology! Investing is big business, and there are few businesses as vast as the institutional investors. Including banks, finance companies, funds and trusts, these firms are the biggest participants in securities trading and their stock market volumes have gone from strength to strength over the years.

Winners revealed: the Optus My Business Awards 2016

Winners revealed: the Optus My Business Awards 2016

Winners are grinners, and there was no shortage of happy faces on the SME community's night of nights. Check out the full list of winners from this year's awards. With 214 finalists representing 150 businesses over 24 categories, the Optus My Business Awards 2016 was a sell-out event. Hosted on Friday, 18 November at Sydney's Four Points by Sheraton hotel, the evening was filled with plenty of fun, frivolity and excitement – as well as a few tears.

What Self-Managed Super Funds bought in 2016

What Self-Managed Super Funds bought in 2016

Analysis shows swing towards small-cap stocks. As the end of 2016 draws near, self-directed investors appear to be following clear trends as they look for growth outside the largest 100 stocks. An analysis from the SelfWealth platform shows that the $621-billion self-managed superannuation fund (SMSF) sector is now showing an appetite for risk with a particular interest in small-caps. The proportion of smaller stocks held by our members has doubled in just one year, from 9.7 per cent to 19.3 per cent by weighting.

Australian investors get new brokerage solution

Australian investors get new brokerage solution

Australia's social network for investors, SelfWealth, has announced a launch of its new flat fee brokerage solution complementing its social network. The company started its investment community through an exclusive partnership with BGL Corporate Solutions, a supplier of self-managed superannuation fund (SMSF) software and said it saw a significant take up through BGL's, cloud SMSF administration software, Simple Fund 360.

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