Articles by Jason Spits

ETFs

Vanguard improves ETF offering

Vanguard ETF fees

Vanguard has upgraded its ETF offering by dropping certain fees and will soon release an automatic investment capability to this business arm.

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Pensions

Use current laws to release legacy pensions

laws legacy pensions

The lack of action in regards to an amnesty for legacy pensions may require SMSF members to use current laws allowing for an exit from market-linked pensions.

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Accounting

Focus on caps, thresholds post budget

caps thresholds budget

The May 2023 budget will now become the focus for key changes for the SMSF sector after the October budget did not address them.

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Superannuation

Budget noted for lack of changes to super

Budget changes superannuation

Industry groups have approved the lack of change in the federal budget and noted lobbying on a number of issues will continue in the lead-up to next year’s May budget. 

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NALI/NALE, Pensions

Budget silent on NALI, legacy pensions

budget NALI legacy pensions

The status of changes to non-arm’s-length income and expenditure and an amnesty to exit legacy pensions remains unknown after the government failed to address these issues in the budget.

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Downsizer

Cost of downsizer age reduction revealed

downsizer age reduction

A further reduction in the eligibility age for downsizer contributions will cost the government very little each year, according to the budget papers.

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Retirement

Health card, deeming rate changes introduced

deeming rates

The income threshold for the Commonwealth Seniors Health Card will increase, while deeming rates will be frozen as part of measures contained in the budget.

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SuperStream

SuperStream shifts rollover responsibility

SuperStream compliance

SuperStream has shifted most of the compliance work for a rollover to the transferring fund, creating the issues it is currently experiencing.

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Retirement

Inflation, longevity eating retirement income

Inflation longevity retirement

Longer lifespans and higher inflation may lead to retirees being caught short of income to fund the full term of their retirement.

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ATO

ATO set to disqualify non-lodging tax agents

tax agents SMSF trustees

Hundreds of tax agents who are SMSF trustees face disqualification for failing to lodge an annual return unless they urgently engage with the ATO.

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