Articles by Jason Spits

Business news

Actions outside SMSF can be considered NALI

SMSF NALI

SMSF trustees need to be careful about non-arm’s-length actions outside the fund, which can still create a later NALI burden inside the fund.

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Investments

Cash, bonds creating drag on retirement income

cash bonds retirement income

Cash and bonds are causing retiree income to go backwards in real terms according to one fund manager who has warned that ‘lazy assets’ will cost retirees.

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Business news

ATO takes tougher breach stance

ATO trustees breaches

The ATO will give fewer warnings but more penalties to SMSFs that breach their obligations under a recalibrated enforcement model.

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Investments, Listed Property

Rates will be lower for longer

Interest rates

Interest rates are unlikely to reach higher levels for some time, but the housing sector will benefit from the current conditions.

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ETFs

VanEck launches first active ETF

VanEck first active ETF

VanEck will focus on the emerging market bond sector as a source of income for the launch of its first active ETF in Australia.

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Infrastructure

Govt support driving infrastructure growth

infrastructure growth

Government support for the development of infrastructure projects will continue to drive growth in the sector and returns for investors.

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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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