Articles by Jason Spits

Private Assets

Private assets provide volatility buffer

private assets volatility

Investments in companies below the radar are being used to offset inflation and volatility for long-term investors.

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Contributions

TBC could land at $1.9 million

TBC $1.9 million

High levels of inflation could create a double rise in the indexation of the general transfer balance cap, pushing it up by $200,000.

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Australian Shares

IPOs offer limited opportunities

IPO opportunities

IPOs fell away sharply in 2022 and will offer limited opportunities for investors in the first half of this year due to difficult market conditions.

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NALI/NALE

NALE solution put forward

NALE solution

The government has put forward a solution that NALE breaches be ring-fenced and tax penalties only applied to any advantages gained.

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ATO, Compliance & Regulation

Warning over asset protection schemes

asset protection schemes

The ATO has warned SMSF trustees to avoid using schemes that offer to protect assets within their fund via the use of an external trust.

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Tax

Tax schemes using SMSFs targeted

tax schemes SMSFs

Retirement planning schemes using SMSFs to avoid tax, including those used by practitioners, have been listed as an area of concern and action for the ATO.

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ETFs

Global X taps into carbon allowance

Global X ETF carbon

Global X ETFs Australia has expanded its ETF product suite with the release of a carbon allowance fund focused on emission trading schemes.

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Documentation

Director ID extension available

Director ID extension

SMSF trustees who have not yet applied for a director ID have been encouraged to do so by requesting an extension of time from the ATO.

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Residential Property

Builders keen on SMSF investors

SMSF property development builders

Builders are keen to engage with SMSF investors who are less prone to interest rate hikes to undertake new property development work.

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Financial Advice

Tax deductibility of advice to be reviewed

tax deductibility financial advice

The ATO will review the tax deductibility of financial advice fees and revise its 27-year-old stance on the matter.

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