Articles by Jason Spits

Division 296, SMSF, Superannuation, Tax

Government super tax stance staunch

The SMSF Association has acknowledged the re-elected Labor government has no intention of making any changes to the Division 296 tax.

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International Shares

US unmatched in other markets

While the US market may be less attractive currently, it is still the only one where innovative companies are performing strongly.

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Australian Shares, International Shares, Investments

Concentration risk an ongoing reality

Investors in the ASX and US market that cluster around a few key stocks are facing increased concentration risk while overlooking other drivers of return.

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Tax

Impact of new tax misrepresented

A government prediction about the Division 296 tax has significantly underestimated the impact it will have on SMSF members.

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ETFs, International Shares

US equity active ETF launched

BlackRock Australia will release a local version of a US-focused active ETF that has delivered strong returns on a rolling basis.

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Tax

Div 296 discussions need restarting

Division 296, tax, SMSF, self managed super, trustee, $3 million, SMSF Alliance, David Busoli, Senate, implementation date, legislation, 30 June 2026, total super balance

The result of the recent federal election means trustee conversations with accountants and advisers need to be resumed regarding the new super tax.

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International Shares, Investments

State of US market still shaky

US market, US shares, tariffs, Axa Investment Managers, Chris Iggo

The improved state of the US market is not a sure sign it is in a stable position as shares remain expensive and investors are questioning the impact of the recently announced tariff policy.

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Business news

Govt appoints new financial services minister

financial services minister, Assistant Treasurer, Daniel Mulino, Stephen Jones, FAAA, Financial Advice Association Australia, Sarah Abood, CPA Australia, Chris Freeland, Financial Services Council, Blake Briggs

A former Victorian politician who moved into federal parliament in 2019 has been named as the new financial services minister.

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SMSF, Superannuation

Low-balance won’t thwart in-specie payment

self managed superannuation, self managed super, SMSF, in-specie benefit payment, superannuation balance, Heffron, Annie Dawson, benefit cashing, benefit splitting, benefit redirection

An individual in an SMSF can receive an in-specie benefit payment even if their balance is less than the value of the asset involved.

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