Articles by Jason Spits

Pensions

Pre-COVID minimum pensions to return

pension drawdown rates

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

FAANG stocks

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

SMSF annual returns errors

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

self-funded retirees

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

betashares cloud ETF

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

revised commutation reporting

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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Documentation

Formal rent relief documentation essential

formal documents rent relief

As rent relief measures come to an end, SMSFs have been reminded that only formal legal documents can be accepted by an auditor and the ATO when assessing the income of the fund.

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Infrastructure

Infrastructure poised for global recovery

listed infrastructure recovery

Listed infrastructure assets have been able to ride out the low point of last year and are poised for any recovery that is set to come.

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Investments

Passive cash inferior to active investments

passive cash active investements

Investments in cash will remain flat through 2021, requiring investors to look at other defensive assets for income returns.

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Australian Shares, International Shares

Share recovery should follow vaccine roll-out

share market recovery vaccine

A recovery in the global share market should follow the widespread introduction of COVID-19 vaccines with previously neglected stocks set to regain favour.

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Our Story

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