Articles by Jason Spits

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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Documentation, Estate Planning

EPOA grants complete trustee power

SMSF trustee EPOA enduring power of attorney Graeme Colley The Auditors Institute

The role of a person acting under an enduring power of attorney for an incapacitated trustee can be misunderstood, with many seeing them acting as a proxy, which runs counter to the law.

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ASIC, Compliance & Regulation, SMSF

ASIC acts on suspected fraudulent websites

ASIC SMSF scam Joseph Cullia Zoran Markovic

Two Victorian men have been charged with fraud and dealing with the proceeds of crime after an ASIC investigation into an alleged SMSF scam.

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Financial Advice, Legislation

Reform of financial law badly needed

ALRC Financial services industry Financial services law

Financial services and corporations legislation is overly complex and in dire need of reform with a government agency recommending widespread changes.

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Bonds, International Shares, Investments

Emerging market outlook strong

Emerging markets Shares Bonds Federal reserve

Emerging markets are likely to recover quickly, providing opportunities to invest in bonds and credit instruments as developed markets return to a more stable footing.

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