Articles by Jason Spits

ATO, Superannuation

ATO reveals early super release details

March 27, 2020

superannuation early release

SMSF members have been given details about how they can gain early access to their funds under the government’s coronavirus relief provisions, with the ATO urging caution for trustees.

Actions outside SMSF can be considered NALI

March 13, 2020

SMSF trustees need to be careful about non-arm’s-length actions outside the fund, which can still create a later NALI burden inside the fund.

Cash, bonds creating drag on retirement income

cash bonds retirement income

March 13, 2020

Cash and bonds are causing retiree income to go backwards in real terms according to one fund manager who has warned that ‘lazy assets’ will cost retirees.

ATO takes tougher breach stance

ATO trustees breaches

February 28, 2020

The ATO will give fewer warnings but more penalties to SMSFs that breach their obligations under a recalibrated enforcement model.

Investments, Listed Property

Rates will be lower for longer

February 12, 2020

Interest rates are unlikely to reach higher levels for some time, but the housing sector will benefit from the current conditions.

ETFs

VanEck launches first active ETF

VanEck first active ETF

February 12, 2020

VanEck will focus on the emerging market bond sector as a source of income for the launch of its first active ETF in Australia.

Govt support driving infrastructure growth

infrastructure growth

February 12, 2020

Government support for the development of infrastructure projects will continue to drive growth in the sector and returns for investors.

ATO, Superannuation

ATO to examine collectables

ATO lifestyle assets

January 9, 2020

The ATO will use its data matching powers to check if SMSFs are using high value assets for personal use in breach of the law.

Infrastructure, Investments

Infrastructure returns rival stocks without risk

Infrastructure returns risk

January 9, 2020

Long term infrastructure projects are providing new sources for returns but at lower levels of risks than direct equity holdings.

Direct Property, Residential Property

Fractional investment okay post Aussiegolfa

$ATO fractional investments SMSF$

December 10, 2019

The ATO will consider the use of fractional property investments inside SMSFs, but will require providers to seek its approval first.

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