Articles by Jason Spits

Investments

Traditional portfolio mix needs broadening

GSFM SMSF Bonds Portfolio self-managed super

Bonds are returning to their accepted role as an offset to volatility in equities, but both should be tempered by the use of alternative assets in an SMSF portfolio.

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Investments, Retirement, SMSF

SMSF member longevity risk concern low

SMSF Vanguard/Investment Trends SMSF report

The level of confidence SMSF members have that their retirement savings will be sufficient to last their lifetime is three times higher than for those without a fund, new research has found.

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Australian Shares, International Shares, Investments

Small caps expected to rebound

Small-cap stocks American Century

Small-cap stock earnings are primed to return to higher levels as interest rates stabilise and fall, with investors able to benefit from their rapid repricing and return to form.

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Compliance & Regulation, Investments

Wholesale investor test requires revision

Wholesale investor AWOTE Joint bodies

Any increase to the wholesale investor tests must include indexation to keep them current, but accountants’ certificates should be removed as they are no longer fit for purpose.

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Legislation, Superannuation, Tax

New tax labelled an SMSF attack

Parliament Division 296 tax Kylea Tink Indexation Independents

Independent members of parliament have called the introduction of the Division 296 tax as an attack on SMSFs to force their members into other funds.

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ATO, Documentation, SMSF

ATO issues record-keeping reminder

ATO Record-keeping Changes SMSF SMSF annual return

SMSF trustees need to be aware of the annual return lodgement date and check how current fund records and the information are provided to the ATO.

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Australian Shares, International Shares, Investments

Investment cycles shifting

Investment cycle Macro policy

Macroeconomic policies and events are shifting the way investment markets work, but have opened the door to new opportunities.

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Economy, Pensions

Deeming rates freeze continues

Deeming rates Social security Federal budget

Social security deeming rates will remain locked at their current level boosting income available to age pension recipients.

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Legislation, SMSFA, Tax

Govt funds own Div 296 operation

Division 296 tax Defined benefit interests Federal budget SMSF Association

The government will spend more than $10 million to implement the proposed Division 296 tax on defined benefit interests.

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Legislation, SMSFA, Tax

Div 296 hearing suboptimal

SMSF Association Senate Division 296

The SMSF Association has labelled its time at a Senate inquiry into the proposed Division 296 tax as disappointing with limited time to address problems with the draft legislation.

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