Articles by Jason Spits

financial advice, SMSF, Superannuation

TSB key to contribution decisions

total super balance, TSB, SuperGuardian, Tim Miller,

The size of someone’s total super balance will be the first factor in determining whether they can deploy a contribution strategy and may limit the options open to them.

read more
ATO, Regulation, SMSF, Superannuation

Payday super tweak needed for SMSFs

Institute of Financial Professionals Australia, IFP, Natasha Panagis, ATO, payday superannuation payments, Treasury,

Consideration will need to be given to the status of SMSFs under any payday super regime to ensure employer contributions can go to a fund that is temporarily unable to receive them.

read more
Tax

CGT relief limited in SMSF split

capital gains tax, CGT, DBA Lawyers, William Fettes,

Only one partner in an SMSF will be able to access CGT relief if they move an asset to another fund during a separation, raising the need for carefully structured arrangements.

read more
Accounting, Regulation, SMSF, Superannuation

Opposition advice commitment welcomed

Compensation Scheme of Last Resort, CSLR, FAAA, Sara Abood, CAANZ, Chartered Accountants Australia and New Zealand, Labor,

Opposition plans to reduce the cost of the Compensation Scheme of Last Resort and rebuild the advice sector have been welcomed by advice bodies.

read more
Contributions, Strategy, Superannuation

TBC rise could unlock NCC bring forward use

transfer balance cap, TBC, SuperGuardian, Tim Miller, Education, SMSF,

A NCC bring forward strategy bogged down by total super balance limits may be unlocked when the general transfer balance cap is indexed on 1 July.

read more
SuperStream

SuperStream not default option in separations

SuperStream may not be the default rollover option for SMSF trustees who are separating with regulations and family law orders playing a role in how different assets will move.

read more
ETFs, Investments

SMSF trading offering launched

A global online trading platform has expanded its Australian services to include SMSF investors, offering zero cost on fees and specific trades.

read more
ATO, SMSF, Superannuation

Excess release less work than SG opt-out

Releasing excess concessional contributions is easier than trying to opt out of super guarantee payments that created the surplus in the first place.

Releasing excess concessional contributions is easier than trying to opt out of super guarantee payments that created the surplus in the first place.

read more
Compliance, Regulation, SMSF, Superannuation

Court orders wind-up of rollover scheme

A managed investment scheme linked to superannuation rollover advice will be wound-up after the Federal Court ordered its closure.

A managed investment scheme linked to superannuation rollover advice will be wound up after the Federal Court ordered its closure.

read more
Contributions, SMSF, Tax

Reserving useful to stymie Div 293

SMSF members facing a Division 293 tax bill should consider a contribution reserving strategy as a method to offset the additional impost.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.