Articles by Jason Spits

Contributions

Downsizer open to more people

downsizer contribution extended

The downsizer contribution scheme will be extended to now start from age 60, with the government claiming the move will free up housing for younger people.

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ETFs

Bank hybrids ETF launched

betashares hybrid etf

Following the strong growth of its active hybrid ETF, BetaShares has launched a passive fund focused on hybrid securities issued by major banks.

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Residential Property

New residential property offerings released

residential property funds

SMSFs have been given another avenue to invest in residential property via two Islamic finance group funds focused on capital growth and rental income.

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Commercial Property, Residential Property

Offices flagging as industrial property booms

industrial property

Online working has made office properties less appealing, while online shopping has made industrial property a standout performer.

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Strategy, Superannuation

Downsizer contribution misconception clarified

downsizer contribution assets

Downsizer contributions will not be restricted only to funds secured from a property sale, with the ATO confirming its focus is on the amount and eligibility of the contribution.

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Investments

Govt bonds still attractive, but care needed

Government bonds

Government bonds are still a good source of returns as interest rates remain low, but post-COVID-19 economic activity will make careful management of them important for investors.

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Investments

Recent dip won’t diminish tech stocks

technology stocks earnings

The diversity of the technology sector means its long term growth should be stable despite recent short term losses in earnings, according to Blackrock.

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Compliance & Regulation

Poor trustee history can close SMSFs

SMST trustee compliance history

The inclusion of a trustee with a poor compliance history can create future problems for an SMSF and lead to the ATO making the fund non-compliant.

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Retirement, Superannuation

Majority of retirees running out of super

retirees run out of super

New research has found most retirees currently run out of super well before their death, contrasting recent claims they are sitting on large sums.

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Superannuation, Tax

NALE no-action period extended

NALE ATO action

The ATO will not take action in regards to non-arm’s-length expenses for another year, but has yet to decide on a final position on the matter.

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Our Story

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