Articles by Jason Spits

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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ASIC

ASIC prosecutes crypto lender

ASIC cryptocurrency lender

ASIC has commenced legal action against a cryptocurrency lender it claims was operating without a credit licence.

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Investments

Real estate beats gold as inflation hedge

real estate gold inflation

The reputation of gold as a protection against inflation is unwarranted and based on data from more than 40 years ago.

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Auditing, Cryptocurrency

Crypto increases audit risk

cryptocurrencies SMSF auditors

The non-tangible nature of cryptocurrencies is creating risk areas for SMSF auditors concerned at the lack of physical assets and accurate records.

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Investments

Focus on quality stocks needed now

quality stocks

Investors should seek quality stocks instead of cash if economic growth slows, with history pointing to the sectors to consider.

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Business news

SISFA merger with TSA endorsed

SISFA merger TSA

SISFA will merge with Tax and Super Australia after its members unanimously agreed to the move at a recent general meeting.

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Superannuation

Budget cleans up reporting oversight

SMSFs information

The budget has corrected an administrative oversight removing a requirement for SMSFs to report fund information only relevant for retail and industry superannuation funds.

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Pensions

Volatility drives pension reduction

minimum pension drawdown

The 50 per cent reduction in the minimum pension drawdown will remain in place until mid-2023 due to market volatility.

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NALI/NALE

Share scheme expansion needs NALE clarity

NALE share schemes

An expansion of access to employee share schemes puts more weight behind the need for clarity in the operation of non-arm’s-length expenditure rules.

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