Articles by Jason Spits

ATO, Financial Advice

Adviser status needs checking

SMSF adviser status

SMSF trustees have been reminded to check the status of any advice provider they use in the establishment and running of their fund.

read more
Compliance & Regulation

Regulator bans 250 trustees

SMSF trustees disqualified

More than 160 SMSF trustees were disqualified in the second half of the last financial year, with over 250 disqualified across the whole year.

read more
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.

read more
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.

read more
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.

read more
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. 

read more
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.

read more
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.

read more
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.

read more
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.

read more

Copyright © SMS Trustee News 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.