Articles by Jason Spits

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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ETFs, Investments

Option feature can boost ETF returns

ETF Global X Options

Investors can get an income boost by using the recent development of call options being available in some ETFs.

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ATO, Compliance & Regulation, SMSF

Illegal early access fact sheet released

ATO SMSF Illegal early access

The ATO has issued a fact sheet to remind SMSF trustees not to use the services of people promoting access to superannuation before they are eligible to withdraw it.

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Investments, Private Assets, Property

Private credit may offer better returns than cash

Private credit SMSF Cash CrowdProperty Tony Zulli

Private credit investments into property development may offer SMSFs looking for better returns than cash a new alternative asset class.

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ATO, Auditing, Compliance & Regulation

ATO raises valuation angst again

ATO Market value SMSF Auditors Valuation

The ATO has expressed its concerns over SMSF asset values that have remained unchanged over multiple income years.

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Legislation, SMSF, SMSFA, Tax

New tax policy rushed and flawed

Division 296 tax SMSF Association Senate

Government plans to introduce a superannuation earnings tax for total super balances over $3 million have been rushed and remain flawed.

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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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