Articles by Jason Spits

Focus on quality stocks needed now

April 8, 2022

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

April 8, 2022

Jason Spits

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

March 30, 2022

Jason Spits

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

March 30, 2022

Jason Spits

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

March 30, 2022

Jason Spits

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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ATO, Documentation

SuperStream relief for SMSFs

March 25, 2022

Jason Spits

SMSFs struggling to obtain an electronic service address for SuperStream rollovers will be able to use paper forms to action them under temporary relief from the ATO.

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NALI/NALE

Government to review NALE rules

March 25, 2022

Jason Spits

The federal government has responded to concerns about the impact of non-arm’s-length expenditure provisions and will move to ensure they do not go further than intended.

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Investments

Unadvised SMSFs lack investment insight

March 25, 2022

Jason Spits

SMSF trustees running their own investments lack the depth of knowledge to make the best investment decisions and should steer away from do-it-yourself solutions.

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ATO