Articles by Jason Spits

Legislation, Superannuation, Tax

$3m soft cap draft bills released

$3m earnings tax soft cap draft legislation Treasury

The draft bill covering the proposed new tax on total super balances in excess of $3 million has been released with no significant changes.

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Bonds, Fixed Income, Investments

Bonds creativity should be considered

Payden & Rygel bonds fixed income portfolio allocation

Investors should reconsider what types of bonds they have chosen with high quality assets currently providing yield and greater security than in recent years.

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Auditing, SMSF

SMSFs maintain their value

SMSF costs Class benchmark report

The cost-effectiveness of SMSFs has continued to be drawn out, with new research showing fund expenses total less than 1 per cent of assets despite increases in underlying investment fees.

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Australian Shares, Economy, International Shares, Investments

Concentration risk amid rising dividends

Global dividends concentration risk Janus Henderson

Dividend payments reached a new high in the second quarter of this year, but highlighted the concentrated nature of the Australian share market.

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International Shares, Investments

Tech fever ignores valuations

Technology stocks valuations Schroders

The current focus on technology stocks by many investors is driven by market news rather than underlying valuations, with people trusting in market momentum to provide returns.

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ASIC, ATO, Auditing, Compliance & Regulation

Record number of auditors referred to ASIC

ASIC ATO SMSF auditors referral

The number of referrals of auditors to ASIC by the ATO has climbed to its highest level in five years due to concerns about independence and evidence gathering.

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ATO

Determinations may have errors

ATO SMSF release determination error

SMSF practitioners and their clients should check ATO determinations allowing the release of money from the fund for errors before taking any action.

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LRBA

LRBA market escaping rate hike impact

LRBA safe harbour interest rates

SMSFs with related-party LRBAs have yet to respond to the rise in the safe-harbour interest rate as their peers search for better terms following successive moves by the Reserve Bank of Australia.

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Investments, Technology

Early AI boom winners emerging

artificial intelligence, technology stocks

The technology stocks that are likely to benefit from the growth in artificial intelligence are hardware and software providers that already operate in established markets.

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Economy, International Shares, Investments

Earnings muted, but not wiped out

Investment earnings

Investment earnings out of the US are likely to be muted as specific sectors work through rolling downturns impacting them at different times.

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