Articles by Jason Spits

Australian Shares, ETFs, Investments

Four diversified ETFs launched

Betashares has tapped into the appetite for diversified investments, launching new equity and income-focused ETFs.

Betashares has tapped into the appetite for diversified investments, launching new equity and income-focused ETFs.

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Compliance & Regulation, CSLR, SMSFA

CSLR levy amount forecast

The government will most likely include SMSFs under any special levy deployed to fund claims currently before the CSLR.

The government will most likely include SMSFs under any special levy deployed to fund claims currently before the CSLR.

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Annual return, ATO, Compliance & Regulation, Regulation

Missing information a SAR problem

Incorrect or missing information is a common cause of problems with SMSF annual returns and more care should be taken before lodging them.

Incorrect or missing information is a common cause of problems with SMSF annual returns and more care should be taken before lodging them.

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Australian Shares, International Shares, Investments

Market correlation limits diversification

Global markets have become highly correlated, heavily dampening the diversification different asset classes normally provide.

Global markets have become highly correlated, heavily dampening the diversification different asset classes normally provide.

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Artificial Intelligence, ETFs, International Shares, Investments

AI wave requires expanded view

Investors should look at firms exploiting the development of AI as this technology enters into its next wave of usage.

Investors should look at firms exploiting the development of AI as this technology enters into its next wave of usage.

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Budget, Estate Planning, Legislation, Trusts

Feedback sought on trust tax operation

The government has outlined what limits would be placed on the use of testamentary trusts to exclude them from a proposed tax on discretionary trusts.

The government has outlined what limits would be placed on the use of testamentary trusts to exclude them from a proposed tax on discretionary trusts.

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Compliance & Regulation, Legislation, Regulation

Lodgement confirmed as a trustee duty

An SMSF trustee was unsuccessful in an appeal against his failure to lodge fund returns by blaming his accountant for the problem.

An SMSF trustee was unsuccessful in an appeal against his failure to lodge fund returns by blaming his accountant for the problem.

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Compliance & Regulation, Legislation, Payday Super, Superannuation, SuperStream

Prompt ESA action required

SMSFs switching ESAs should act in the coming days to ensure they are not caught out by delays that lead to contribution issues under Payday Super.

SMSFs switching ESAs should act in the coming days to ensure they are not caught out by delays that lead to contribution issues under Payday Super.

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Cryptocurrency, Digital assets

New payment facility from OKX

Cryptocurrency exchange OKX Australia has added a new peer-to-peer payment facility and will soon release a virtual debit card.

Cryptocurrency exchange OKX Australia has added a new peer-to-peer payment facility and will soon release a virtual debit card.

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Compliance & Regulation, Contributions, Legislation, Payday Super

SMSFs must obey Payday Super deadlines

The status of an SMSF as a related-party fund will not negate the need for SG contributions to be paid to it within seven days under the Payday Super rules.

The status of an SMSF as a related-party fund will not negate the need for SG contributions to be paid to it within seven days under the Payday Super rules.

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