Articles by Jason Spits

Thematic ETFs on the rise

March 26, 2021

The growth of the ETF sector is being driven by the rise of thematic funds tapping into global trends as investors demand access to these movements.

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Documentation

New fund is best lost deed solution

March 12, 2021

Jason Spits

SMSFs that have lost their deed should consider creating a new fund, rather than merging with another fund, to overcome any document losses or deficiencies.

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Residential Property

Cheaper city apartments still carrying risks

March 12, 2021

Jason Spits

Investments in city apartments still carry risks despite a decline in prices and demand from investors, a researcher has warned.

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Superannuation

No specific top-up measures

February 26, 2021

Jason Spits

The government won’t be introducing extra measures to top up the super balances of people who made use of the coronavirus-related early release provisions.

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Pensions

Pre-COVID minimum pensions to return

February 26, 2021

Jason Spits

The SMSF Association has predicted minimum pension drawdown rates will return to pre-COVID-19 levels, but remain static at that point despite changes in life expectancy.

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International Shares, Investments

FAANG stocks solid, but getting pricey

February 26, 2021

Jason Spits

Facebook’s unfriending of Australia has not damaged its share price, but it, and other new technology stocks, are starting to look expensive in the post-COVID-19 recovery.

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ATO, Documentation

Missing details most common SAR error

February 26, 2021

Jason Spits

Missing bank and auditor details have been identified as common errors made by SMSF trustees lodging annual returns, according to the ATO.

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Retirement

Govt has ignored self-funded retirees

February 26, 2021

Jason Spits

Self-funded retirees have been overlooked since the election, particularly in the low interest environment that has emerged in the past year.

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ETFs

Cloud-focused ETF from BetaShares

February 26, 2021

Jason Spits

The ongoing expansion of cloud computing has prompted BetaShares to launch a new ETF focused on the sector for Australian investors.

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Pensions

Pause commutation re-reporting

February 12, 2021

Jason Spits

SMSF members planning on reporting a revised commutation value on a pre-1 July 2017 market-linked pension may wish to hold off on that move until further information is released by the government around the treatment of commutations in excess of a transfer balance account, a technical expert has advised. Accurium head of education Mark Ellem […]

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