Articles by Jason Spits

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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ATO

ATO alert system updated

ATO SMSF alert system

The ATO has expanded the email and text message alert system it uses to notify SMSF trustees when changes take place within their fund.

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ETFs

Thematic ETFs on the rise

Thematic ETFs

The growth of the ETF sector is being driven by the rise of thematic funds tapping into global trends as investors demand access to these movements.

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Documentation

New fund is best lost deed solution

lost SMSF deed

SMSFs that have lost their deed should consider creating a new fund, rather than merging with another fund, to overcome any document losses or deficiencies.

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Residential Property

Cheaper city apartments still carrying risks

city apartments risks

Investments in city apartments still carry risks despite a decline in prices and demand from investors, a researcher has warned.

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Superannuation

No specific top-up measures

superannuation top up

The government won’t be introducing extra measures to top up the super balances of people who made use of the coronavirus-related early release provisions.

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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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