Articles by Jason Spits

Investments

ESG standard not likely soon

ESG investment

A standard around ESG investing is unlikely in the short term as regulators focus on the words and actions of investment firms.

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Regulation

SMSF BDBNs in the clear

BDBNs SMSF

BDBNs within an SMSF are not subject to lapsing rules, according to a High Court ruling that follows four other legal cases with similar findings.

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ATO

NALE compliance stance continued

ATO NALE compliance

The ATO will continue its practice of not deploying compliance resources to address non-arm’s length expenditure breaches of a general nature.

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Investments

Focus on assets rather than themes

assets investment themes

Investors should be looking at income-producing assets rather than investment themes to offset the impact of muted economic growth and rising inflation.

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ATO, Investments

Investment strategies satisfactory

ATO investment strategies

Few investment strategies are falling foul of the required standards, but the ATO has recommended trustees not rely on template solutions.

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Residential Property

Downturn predicted in residential property

residential property

The first decline in residential property values in nearly two years is predicted to be start of a long-term downward trend driven by rising interest rates and inflation.

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Retirement

Retiree cost of living rises

living cost retirees

The cost of living for retirees has continued to increase off the back of higher prices, but has been in part offset by an age pension boost.

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Residential Property, Superannuation

Super for homes a govt promise

super home purchase

A re-elected Morrison government will grant access to superannuation to buy a first home and will further reduce the eligibility age to make downsizer contributions.

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Pensions

Pension reserves should be part of tax promise

legacy pension reserves

An election promise of no new taxes on superannuation may lead to legacy pension reserves being untaxed when commuted under a proposed amnesty.

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Fixed Income, Residential Property

Cash rate-linked investments an income haven

cash rates fixed income

Cash rate-linked investments may be a suitable choice if fixed income returns continue to decline in the face of rising inflation.

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