Articles by Jason Spits

ATO, Regulation

Related-party loan angst detailed

Key risk factors that can arise in related-party funding arrangements have been flagged by the ATO for compliance activity if it identifies at least one of them is present.

Key risk factors that can arise in related-party funding arrangements have been flagged by the ATO for compliance activity if it identifies at least one of them is present.

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Fixed Income, Investments

Fixed-interest future promising

Global economic conditions have increased the prospect of good returns from fixed-interest investments, but active portfolio management will still be required.

Global economic conditions have increased the prospect of good returns from fixed-interest investments, but active portfolio management will still be required.

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Pensions

Legacy pension relief approved

Government plans to allow the commutation of legacy pensions are now in force after proposed changes were given royal assent this month.

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Investments, Property

REITS in good place for revival

Market conditions have aligned to create an environment in which REITs can bring solid returns that include a decent portion of income.

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Pensions, Tax

Legacy pension exits linked to Div 296 bill

Legacy pensions Division 296 bill Colonial First State Craig Day SMSF Self-managed superannuation

A plan to allow legacy pension exits may be derailed if the Division 296 tax does not become a reality as the former is designed to ease the application of the latter.

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Australian Shares, Investments

Earnings in low gear for new year

Australian shares Earnings dividends Equity Trustees Asset Management Darren Thompson

The weak conditions in the Australian economy will continue to shape earnings from the share market, with investors warned to expect low and flat dividends in 2025.

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SMSF, Tax

Div 296 tax just about dead

SMSF Association Peter Burgess Division 296 tax

The Division 296 tax bill is unlikely to progress any further through the Senate, but the government has yet to admit it is permanently stalled.

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Financial Advice, Investments

Dixon director has case dismissed

A case brought by ASIC against a Dixon Advisory director alleging a breach of duties in regards to decisions about the insolvency of the advice group has been dismissed.

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Bonds, Investments

Falling rates boost bond appeal

Interest rates have reached their high point and are likely to start falling, taking the shine off term deposits, but these can be replaced with quality bond investments providing similar returns.

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Legislation, SMSFA

AML laws need SMSF sensitivity

Anti-money laundering Counter-terrorism funding SMSF Accountants SMSF Association Professional service providers

An expansion of anti-money laundering laws should not view accountants as the registered address of an SMSF as a cause for concern and exempt the activity from the changes.

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