Articles by Jason Spits

Investments, Private Assets

Private asset exits may be costly

Private assets Liquidity Debt Exit

Private assets can offer higher returns, but investors should be aware a quick, low-cost exit may not be possible during a downturn.

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Aged Care, Superannuation

Proposal for super to fund aged care

Aged Care Financing Taskforce Aged Care Superannuation Objective of super

A government-appointed taskforce has recommended those with higher superannuation balances should fund their aged-care requirements as this is consistent with the objective of super.

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Superannuation, Tax

Senate delays Div 296 report

Division 296 tax Senate Report SMSF Association Superannuation

A Senate committee report examining the proposed Division 296 tax will now come out in May after being pushed back by three weeks.

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Pensions, Superannuation

TBC calculation all inclusive

Transfer balance cap Calculation Excess transfer balance Defined benefit pensions Federal Court

The recipient of two defined benefit pensions has lost a court case to have them excluded from the calculation of his excess transfer balance, failing to prove they were not covered by tax laws.

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Investments, Technology

Caution needed with large US stocks

Schröders US stocks Technology stocks S&P500 Magnificent 7

The continued growth of small parts of the US stock market should not be seen as a long-term certainty as the companies’ own scale is likely to limit continuous expansion.

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SMSFTED

SMSF Trustee Empowerment Day 2024 dates announced

SMSFTED2024

SMSF Trustee Empowerment Day 2024 will take place on Tuesday, 17 September in Sydney and Thursday, 19 September in Melbourne.

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Compliance & Regulation, Contributions

Contributions caps set to rise

AWOTE Contribution caps Non-concessional contributions Concessional contributions Total superannuation balances

Contribution caps will increase from the start of the new financial year, but other related thresholds will see a small decrease, creating potential traps for superannuants.

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International Shares, Investments

Small caps set for comeback

Small-cap stocks Quality companies Inflation Interest rates

Small-cap stocks are set to benefit from easing economic conditions, but investors should still opt for quality companies with resilient earnings.

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Investments, SMSF, SMSFA

SMSFs outperform peers

SMSF Performance APRA-regulated funds Research University of Adelaide SMSF Association

New research shows SMSFs outperformed APRA-regulated funds on a rate-of-return basis for the 2022 financial year.

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Contributions, SMSF, Superannuation

No TBC indexation in 2024

general transfer balance cap indexation superannuation Craig Day Colonial First State

The general transfer balance cap will stay at the current level for the next financial year, but contribution cap changes will add confusion to bring-forward thresholds.

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Our Story

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