Articles by Jason Spits

ASIC, Investments

Greenwashing actions revealed

ASIC has tackled close to 50 cases of greenwashing in the investment and super sector in the past 15 months, with the regulator’s response including taking court action and issuing heavy penalties.

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Compliance & Regulation, Economy

General TBC expected to hit $2 million

Transfer balance cap CPI Consumer price index Inflation SMSF Self-managed superannuation

Inflation has risen enough to indicate the general transfer balance cap will increase again at the start of the of 2026 financial year.

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Investments, Private Assets

Inflation boosts private credit appeal

Inflation Interest rates Private credit Fixed income assets

Rising inflation and cost-of-living pressures have reduced the value of fixed income investments, but made private credit more attractive with its direct link to interest rates.

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Legislation, Tax

Original Div 296 bill not certain

Division 296 tax Parliament LRBA Limited recourse borrowing arrangement Peter Burgess

The SMSF Association has predicted there is an even chance the proposed Division 296 tax bill will be amended over concerns relating to its calculation method and unrealised gains.

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International Shares, Investments

Smaller Asian markets set for strong return

Asian economies Man GLG Inflation Interest rates

Smaller Asian economies reliant on the US to drop its interest rates are set to do well when they fall as their share markets have become underpriced and overlooked for a long period.

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ETFs, International Shares, Investments

US tech attraction not based on value

Index investing Valuations US market Talaria Capital Chad Padowitz Max Welby

Index investors flocking to the US tech sector are not considering the underlying values of these stocks and are being drawn in by exuberance and momentum.

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Compliance & Regulation, Investments, Property, SMSF

Laws impact overseas property holdings

Overseas property 13.22C entity In-house asset Sole purpose test SMSF Self-managed superannuation

While SMSFs can invest in property overseas, Australian laws may consider such an action a breach of trustee obligations and caution should be exercised.

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Legislation, NALI/NALE

Parliament passes NALE bill

NALE Senate House of representatives Treasury Laws Amendment (Support for Small Business and Charities and Other Measures) Bill 2023 Parliament Stephen Jones

Changes to the NALE provisions will become law, with only the question of when they will take effect yet to be answered.

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Economy, Investments, Technology

Data needs will drive nuclear growth

Nuclear energy Artificial intelligence Global X

The growth of automation and digital services will drive the demand for more sources of energy, with nuclear power being seen as a viable option.

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Compliance & Regulation, LRBA

Safe harbour rates to rise

LRBA Interest rates Safe harbour Related-party loans SMSF self-managed superannuation

The safe harbour interest rates for related-party loans under an LRBA have increased slightly for the next financial year, avoiding the sharp rise of 12 months ago.

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