Articles by Jason Spits

LRBA

LRBA market escaping rate hike impact

LRBA safe harbour interest rates

SMSFs with related-party LRBAs have yet to respond to the rise in the safe-harbour interest rate as their peers search for better terms following successive moves by the Reserve Bank of Australia.

read more
Investments, Technology

Early AI boom winners emerging

artificial intelligence, technology stocks

The technology stocks that are likely to benefit from the growth in artificial intelligence are hardware and software providers that already operate in established markets.

read more
Economy, International Shares, Investments

Earnings muted, but not wiped out

Investment earnings

Investment earnings out of the US are likely to be muted as specific sectors work through rolling downturns impacting them at different times.

read more
ATO, Compliance & Regulation, LRBA, NALI/NALE, Superannuation

ATO issues scheme warning

ATO early release scheme

The ATO has warned SMSF members to avoid early release and tax avoidance schemes noting many of these are related to property and lending within a fund.

read more
ATO, SMSF, Superannuation, Technology

Two ESA providers to merge

Electronic service address providers merger

Two electronic service address providers will merge requiring SMSFs using their messaging services to update their details with the ATO.

read more
Investments, Technology

AI pushing strong tech stock growth

AI technology stocks

The rapid growth of artificial intelligence is driving investments in technology stocks at a rate well ahead of other sectors.

read more
Infrastructure, Investments

Infrastructure returns smoother than shares

Infrastructure returns

The ongoing need for infrastructure means investments in that sector are providing smoother long-term earnings than global equity investments.

read more
ASIC, Compliance & Regulation, SMSF

Unlicensed property scheme shut down

SMSF property scheme

The Federal Court has ordered an unlicensed SMSF investment scheme to be wound up and a lifetime ban from managing corporations for one of its directors.

read more
Business news

Focus on income sources limited

income sources

SMSF investors are often too focused on dividends as a source of income, overlooking the wide range of other asset classes and vehicles that also generate income.

read more
Regulation, Superannuation, Tax

Govt adamant about super tax elements

Superannuation earnings tax

The superannuation earnings tax is all but locked in and highly unlikely to change, with officials stating key aspects were non-negotiable.

read more

Copyright © SMS Trustee News 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.