Articles by Jason Spits

ATO, Compliance & Regulation

NALI trustee services directive to come

NALI personal capacity

The treatment of services provided in a personal capacity to an SMSF in relation to the non-arm’s-length income rules require more clarity, according to a senior technical services executive.

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Business news

Best trustee service providers awarded

SMSF service providers

The leading service providers to SMSF trustees have been named by smstrusteenews for the seventh consecutive year.

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Fixed Income, Investments

Corporate debt offers fixed income solution

corporate loan market

An investment manager has advised SMSF investors to consider allocations to the corporate loan market to enjoy better returns than those generated by cash or government bonds.

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ASIC

Adviser banned for dishonest loans

ASIC banned SMSF adviser

A former Victorian SMSF adviser has been banned by ASIC after it found he had borrowed money from clients’ accounts and had breached a range of financial services laws.

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ATO, Superannuation

ATO acts on SMSFs with outstanding annual returns

smsf annual tax return

SMSFs that have failed to lodge an annual return or have been involved in illegal early-release efforts have been blocked by the ATO and will not be able to receive funds.

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Investments, Retirement

Plan asset allocation as if you’ll live to 100

retirees asset allocation

Retirees should plan on living to 100 and adjust their asset allocation away from growth assets and toward defensive the closer they get to that figure.

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Investments

Cashed-up investors not always clued-up

high net worth investors unsophisticated

Many high net worth investors are unsophisticated in their choice of investments, with a new survey indicating they opt for Australian shares, cash and term deposits. The survey, released by financial advice firm Crestone Wealth Management, found 81 per cent held cash in their portfolio, alongside Australian shares (56.4 per cent) and direct residential property […]

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Investments, Retirement

Longevity putting pressure on income investments

longevity pressure on income investments

Longevity in retirement will put pressure on income investments which are currently struggling to break even in a low-return environment.

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Superannuation

Canberra assigns superannuation responsibilities

The second Morrison ministry will feature a new face with 20 years’ experience in the financial services arena to oversee the superannuation sector.

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Compliance & Regulation

Franking credit inquiry opposes refund changes

The final report from an inquiry into the removal of franking credits to some individuals has opposed the move, despite being split along party lines.

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Our Story

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