Articles by Jason Spits

ASIC, Compliance & Regulation, SMSF

Unlicensed property scheme shut down

SMSF property scheme

The Federal Court has ordered an unlicensed SMSF investment scheme to be wound up and a lifetime ban from managing corporations for one of its directors.

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Business news

Focus on income sources limited

income sources

SMSF investors are often too focused on dividends as a source of income, overlooking the wide range of other asset classes and vehicles that also generate income.

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Regulation, Superannuation, Tax

Govt adamant about super tax elements

Superannuation earnings tax

The superannuation earnings tax is all but locked in and highly unlikely to change, with officials stating key aspects were non-negotiable.

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Economy, Investments

Decarbonisation will boost commodities

decarbonisation commodity

Commodity prices are set to swing up out of a long downward cycle, driven by decarbonisation and a greater need for resources to create cleaner energy.

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ATO, Pensions

Cash flow impact from minimum pension move

Minimum pension

The return to full rates for minimum pensions may be accompanied by a change in thresholds for some pensioners, creating a need for greater cash flow in the coming financial year.

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Investments

Private credit opening as bond alternative

fixed income alternative

Investors should be looking for new areas of fixed income returns as traditional sources have become too aligned with the share market.

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NALI/NALE

Govt amends NALE penalty

NALE penalty

The government has amended its proposed penalty for breaches of the NALE rules, but appears to be pushing ahead with plans to only apply them to the SMSF sector.

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Investments

Market downturn not over soon

markets rates inflation

Investors have experienced a long run of good market outcomes that are unlikely to return for some time due to high inflation, interest rates and asset prices.

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ATO, Business news, Documentation

Voluntary disclosure forms updated

ATO voluntary disclosure

The ATO will now require trustees to sign off on voluntary disclosure forms when reporting unrectified regulatory contraventions.

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Retirement

Retirees see another cost of living rise

The cost of living for retirees increased by 2.5 per cent in the last quarter of 2022 and by 7.5 per cent over the year, raising the level of super needed to fund a comfortable retirement.

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Our Story

selfmanagedsuper is the definitive publication covering Australia’s SMSF sector. It uniquely offers online content tailored separately for SMSF professionals and individual trustees participating in the fastest growing and largest sector of the superannuation industry. As such, it is a must read for those wanting to stay informed about the latest news, regulatory developments, technical strategies, investments, compliance, legal and administration issues concerning SMSFs.

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