Articles by Jason Spits

ETFs

JP Morgan launches its first ETFs

JP Morgan ETF

JP Morgan Asset Management has released its first exchange-traded fund products into the Australian market with two active ETFs available on the ASX.

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Superannuation

Double round of indexation likely

TBC indexation

The budget has flagged ongoing high levels of inflation will continue into 2023 and will drive the transfer balance cap up to $1.9 million.

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ATO, Compliance & Regulation

Two penalty unit rises in 2023

penalty units increase

The planned increase in penalty units in the budget is aimed at offsetting bad debts and will be one of two rises planned for next year.

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Investments

New strategies needed after bond, share shift

strategies bonds shares

Investors should be considering alternative strategies given the usual risk-reducing relationship between bonds and shares has been nearly overturned.

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ETFs

Vanguard amends brokerage fee charges

Vanguard brokerage fees

Vanguard has upgraded its ETF offering by dropping certain fees and will soon release an automatic investment capability to this business arm.

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NALI/NALE, Pensions

Budget silent on NALI, pensions

Budget NALI legacy pensions

The status of changes to NALI and NALE and an amnesty to exit legacy pensions is unknown after the budget did not address these issues.

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Retirement

Health card, deeming rate changes introduced

health card deeming rates

The income threshold for the Commonwealth Seniors Health Card will increase, while deeming rates will be frozen as part of measures contained in the budget.

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Downsizer

Cost of downsizer age reduction revealed

downsizer age reduction

A further reduction in the eligibility age for downsizer contributions will cost the government very little each year, according to the budget papers.

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SMSF Awards

Top service providers recognised

SMSF service provider awards

The leading providers of services to SMSF trustees have been named in the sector’s longest-running awards presented by smstrusteenews and research house CoreData.

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Business news

Compliant funds will lose from balance limit

large superannuation balances cap

Placing a cap on SMSFs with large balances would punish funds that have and are operating under government-approved superannuation rules.

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