Articles by Jason Spits

Legislation, Retirement, SMSF, Superannuation

Examination of SMSF retirement income role

December 15, 2023

Retirement income covenant Superannuation Treasury SMSF

The government will examine how superannuation is being used in retirement and has asked how SMSFs are managing risks and maximising income for members.

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Investments

Infrastructure cash flow undervalued

December 15, 2023

Jason Spits

Infrastructure assets are undervalued, but have strong income pipelines that investors can currently access cheaply compared to shares.

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ATO, Compliance & Regulation, SMSF

Raw diamonds not personal use assets

ATO diamonds SMSF personal use asset collectable

December 15, 2023

Jason Spits

The ATO has provided guidance on the status of pink diamonds inside an SMSF and has noted trustees should give proper consideration to how they are insured and stored.

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SMSFA, Superannuation, Tax

Senate implored to reject new tax

SMSF Association $3m soft cap tax superannuation earnings tax unrealised capital gains

December 1, 2023

Jason Spits

The SMSF Association is calling on crossbench senators to reject the government’s $3 million soft cap bill introduced into parliament yesterday.

Active portfolios primed for growth

JP Morgan shares bonds long term capital markets

December 1, 2023

Jason Spits

Investment portfolios with a 60/40 share and bonds mix are primed to do well, but will need to take active positions to maintain long-term growth.

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Legislation, Superannuation

Super wars side chosen

superannuation wars NALE earnings tax Angus Taylor

November 17, 2023

Jason Spits

The government’s legislative agenda has reignited the superannuation wars and clearly shows it has sided against the SMSF sector.

Illegal early access to be measured

November 17, 2023

Jason Spits

The ATO has commenced a new program tracking the impact of illegal early access from SMSFs in an effort to identify those most likely to engage in the practice.

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Currency, Investments

Hedging can offset currency drag

November 17, 2023

Jason Spits

The adoption of a hedging strategy can offset the loss of returns resulting from currency variations when investing in US assets, with interest rate changes set to intensify those differences.

Uranium small caps undervalued

Maple-Brown Abbott uranium small cap investments

November 3, 2023

Jason Spits

The demand for energy security and avoiding blackouts will see small-cap uranium stocks perform better as they return to the limelight.

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LRBA

New SMSF lender enters market

November 3, 2023

Jason Spits

A non-bank lender has expanded its operations to include SMSF loans available to funds with corporate trustees and relatively low minimum asset balances.

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