Articles by Jason Spits

ASIC, Australian Shares, Investments

Regulators demand ASX action

Australian Securities Exchange, ASX, CHESS system, RBA, ASX Clear Pty Limited, ASX Settlement Pty Ltd, Michele Bullock, ASIC,  Joe Longo, Reserve Bank of Australia,

The RBA and ASIC have publicly reprimanded the ASX over a critical system failure last year, calling for more action to prevent a reoccurrence in the future.

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ATO, Compliance & Regulation

Onus on trustees for benefits access

The ATO has warned trustees they will be held accountable for members who access super without meeting a legitimate condition of release.

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Business news

Real estate distant from market moves

Commercial real estate, Janus Henderson Investors, Guy Barnard, Tim Gibson, Greg Kuhl, volatility, tenants, tariffs

Commercial real estate stands removed from share markets, meaning it will be relative untouched by market volatility that is likely to arise from US tariffs.

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International Shares, Investments

Diversify widely to offset US uncertainty

The US market cannot maintain its strong performance and investors should look outside of it to a range of investments to offset the dip it will eventually face.

The US market cannot maintain its strong performance and investors should look outside of it to a range of investments to offset the dip it will eventually face.

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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.

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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.

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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.

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BDBN, Death Benefits

Call to scrap death benefit lump sum limit

Death benefit, IFPA, binding death benefit nominations, BDBN, SIS regulation, Institute of Financial Professionals Australia, IFPA, Treasury, 

Removing the limit on the number of death benefit lump sums should be made to enable fewer breaches of payment regulations.

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International Shares, Investments

Look outside oversaturated US market

The US market is oversaturated with investors, who should look beyond it or at least past a handful of stocks when looking to find new sources of return.

The US market is oversaturated with investors, who should look beyond it or at least past a handful of stocks when looking to find new sources of return.

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ATO, Investments, SMSF

SMSF returns exceed 10 per cent

Returns across the SMSF sector were above 10 per cent during the 2023 financial year, reinforcing its competitiveness with APRA-regulated funds.

Returns across the SMSF sector were above 10 per cent during the 2023 financial year, reinforcing its competitiveness with APRA-regulated funds.

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