Articles by Jason Spits

ATO, Superannuation

ATO to examine collectables

ATO lifestyle assets

The ATO will use its data matching powers to check if SMSFs are using high value assets for personal use in breach of the law.

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Infrastructure, Investments

Infrastructure returns rival stocks without risk

Infrastructure returns risk

Long term infrastructure projects are providing new sources for returns but at lower levels of risks than direct equity holdings.

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Direct Property, Residential Property

Fractional investment okay post Aussiegolfa

ATO fractional investments SMSF

The ATO will consider the use of fractional property investments inside SMSFs, but will require providers to seek its approval first.

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ETFs, Investments

Gold an option for alternative investments

gold alternative investments

SMSF investors seeking alternative assets to offset low interest rates can access gold investments at retail rates while gaining strong capital growth.

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Commercial Property, Listed Property

Income available in non-residential property

income non-residential property

Non-residential property can offer a source of income to self-directed investors during low markets, a specialist real estate manager says.

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Residential Property

New equity release advice business opened

equity release advice

The growth of the equity release sector has prompted a former planner to open an advice and brokerage service for retirees.

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Retirement

Risk-free retirement no longer possible

risk-free retirement

The global financial crisis (GFC) put an end to the idea of risk-free retirement and retirees need to adjust their views on income to avoid negative returns in the near future, according to the head of a major exchange-traded fund (ETF) provider.

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Compliance & Regulation

Market value substitution rules not a NALI exemption

Non-arm’s length income NALI

A technical expert has warned the amendments to the non-arm’s-length income rules will still apply to an SMSF that has implemented the market value substitution measures as defined in the Income Tax Assessment Act 1997.

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Strategy

Unused concessional cap a reserve elimination tool

unused concessional cap reserve

A technical expert has advised rules that allow individuals to carry forward their unused concessional contributions cap for five years if their total super balance is below $500,000 can help to get rid of SMSF reserves.

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ATO, Investments, Superannuation

ATO to scrutinise investment strategies

ATO SMSFs investment strategy

The ATO will ask some SMSFs to produce detailed investment strategies to justify why their investments are held in single assets.

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Our Story

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