Articles by Jason Spits

Documentation, LRBA

Grandfathered LRBAs hinge on contract

Residential property purchases via an LRBA may not be grandfathered if the financing terms in a signed contract are incorrect.

Residential property purchases via an LRBA may not be grandfathered if the financing terms in a signed contract are incorrect.

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ETFs, Investments

Betashares launches four diversified ETFs

Betashares has tapped into the appetite for diversified investments, launching new equity and income-focused ETFs.

Betashares has tapped into the appetite for diversified investments, launching new equity and income-focused ETFs.

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Business News, Financial Advice, Financial Planning

Findex adds specialist Adelaide firm

Findex has boosted its provision of SMSF advice in Adelaide with the acquisition of a specialist firm in that city.

Findex has boosted its provision of SMSF advice in Adelaide with the acquisition of a specialist firm in that city.

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LRBA, Property, SMSF

BRP purchases need vetting

Advisers should review all aspects of a business real property acquisition to ensure SMSF clients act correctly when making that purchase.

Advisers should review all aspects of a business real property acquisition to ensure SMSF clients act correctly when making that purchase.

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ASIC, SMSF

ASIC acts against Shield director venture

ASIC has taken action to prevent a former Shield Master Fund director from accepting money for overseas-based investment firms.

ASIC has taken action to prevent a former Shield Master Fund director from accepting money for overseas-based investment firms.

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Family Law, SMSF

Extra risk, work in adding child member

Adding an adult child to an SMSF may lead to more work for its trustees if there is a relationship breakdown with a partner outside the fund.

Adding an adult child to an SMSF may lead to more work for its trustees if there is a relationship breakdown with a partner outside the fund.

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ASIC, Investments

ASIC moves against First Guardian auditors

ASIC has continued its campaign against parties involved in the collapse of First Guardian, commencing court action against its auditors.

ASIC has continued its campaign against parties involved in the collapse of First Guardian, commencing court action against its auditors.

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SMSF, SMSFA

Rollover claims ignore destination

Recent claims that small-balance rollovers to SMSFs are risky for superannuants failed to consider the balances of the funds receiving those monies.

Recent claims that small-balance rollovers to SMSFs are risky for superannuants failed to consider the balances of the funds receiving those monies.

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ATO, Auditing

ATO outlines SMSF audit focus

The ATO will look at valuation evidence and the processes auditors use to review SMSFs as part of its compliance work during this financial year.

The ATO will look at valuation evidence and the processes auditors use to review SMSFs as part of its compliance work during this financial year.

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CSLR, SMSF, SMSFA

CSLR levy on SMSFs anticipated

The government will most likely include SMSFs under any special levy deployed to fund claims currently before the CSLR.

The government will most likely include SMSFs under any special levy deployed to fund claims currently before the CSLR.

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