Articles by Jason Spits

Contributions

Variations only for smaller deductions

personal deductible contributions variations

A notice of intent for personal deductible contributions can only be varied downwards and revised timeframes may apply.

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Investments

Expected returns lower over next five years

investment returns five years

Investment returns will likely be below historical averages for the next five years due to a number of global economic and political factors.

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Economy, Strategy

Inflation may drive TBC up

inflation transfer balance cap

The transfer balance cap may increase to $1.9 million via the second application of indexation measures driven by the current inflation levels.

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Pensions

Call for 2021 budget measures focus

legacy pension absence

A legacy pension amnesty and extension of the temporary absence rule are critical measures the government should introduce. 

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Residential Property

Property to drop by up to 20 per cent

Residential property prices

Residential property prices will fall heavily in the next year, driven by rising interest rates intersecting with high prices and the debt levels of homeowners.

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Residential Property

Property lender enters SMSF market

Bluestone SMSF loan

A specialist residential property lender has released a new product offering loans of up to $1.5 million to corporate trustee SMSFs.

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Fixed Income

New annuity rate from Challenger

annuity rate Challenger

Challenger has released a new guaranteed fixed term annuity rate reflecting a 3 per cent increase for retirees over the past 12 months.

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Superannuation

Govt super agenda outlined

government superannuation agenda

Treasurer Jim Chalmers has outlined key areas for change in the superannuation sector, but has appeared to contradict one of his colleagues with his comments.

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Economy

Key changes precede market bottoming

investment markets lowest point

Large-scale economic rebalancing has still to take place before it can be said investment markets have reached their lowest point.

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Fixed Income

Bond benchmark hides opportunities

fixed income benchmark

The benchmark for fixed income investment performance is very narrow and obscures other opportunities open to investors.

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