Articles by Jason Spits

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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ATO, Documentation

Accounting deadline dropped

SMSF accounts deadline

Treasury has abandoned a controversial proposal to force SMSFs to finalise financial statements  45 days before the fund lodges its annual return.

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Residential Property

Real estate debt sails through downturn

Real estate debt

Real estate debt investments have held their own in recent months, bolstered by government stimulus.

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Fixed Income

Dig deeper into fixed income for yield

fixed income yield

Fixed income investors can still find yield, but will have to look beyond safe sectors, such as government bonds, to do so.

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Retirement

Review finds retirement system working

Retirement income system

The federal government has highlighted findings from the Retirement Income Review final report that the current model is adequate and functional.

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Superannuation

Super hoarding not intent of system

super inheritance

Passing on superannuation as an inheritance to children may be a benefit of the retirement income system, but it was not one of its intended purposes, two politicians have claimed.

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