Articles by Jason Spits

Investments

Cash, confidence hit as market dips

Investors have lost confidence in markets they are struggling to understand, with some also losing cash trying to price the rebound.

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Investments

Smaller end of market offers hidden value

small-cap stocks

Many smaller stocks on the ASX are offering strong returns, but are often overlooked by investment managers focusing on well-known names.

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Investments, Residential Property

Real estate debt can withstand market decline

real estate debt

Real estate debt as an investment can sustain the current market downturn and offer single digit returns above cash and shares due to government stimulus moves, an investment manager has claimed.

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Documentation

Govt eases e-document rules

electronic document execution

Issues around the electronic execution of SMSF documents have been simplified with temporary federal regulations removing different state-based requirements.

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ASIC

Henderson charged with dishonest conduct

Sam Henderson dishonest conduct

A banned financial adviser who was the subject of scrutiny at the financial services royal commission will face charges related to misrepresenting his qualifications to give advice.

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ATO, Superannuation

SMSFs to ignore off target letters

ATO SMSFs letters

SMSFs that have received a letter requiring them to report claims for a contribution deduction should ignore them as they do not apply.

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Regulation, Superannuation

Work test changes to start on 1 July

work test changes

Changes lifting the ages for the work test and spouse contributions will begin from 1 July 2020 after enabling regulations were registered late last week.

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ATO, Compliance & Regulation, Superannuation

Early access problems explained

early access SMSF

SMSFs unable to secure early access to their funds are likely to have outstanding returns, according to the ATO.

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ATO, Pensions

COVID-19 creates pension drawdown headache

low income pension

Trustees drawing pensions based off low-returning assets will still have to draw the minimum amount and cannot sidestep that requirement, the ATO has said.

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ATO, Documentation

ATO defers SAR lodgement date

ATO SAR lodgement

The lodgement date for SMSF annual returns has been automatically pushed out to 30 June for all funds in the latest COVID-19 relief measure from the ATO.

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Our Story

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