Articles by Jason Spits

ATO

Trustees should know fund details

ATO SMSF details

The ATO has indicated it expects SMSF trustees to be across the details of their fund’s costs, investment and returns.

read more
NALI/NALE

NALE fix possible in pending changes

NALE contribution rules

Pending changes to contribution rules being considered by the ATO could factor in a fix for the problems with the NALE provisions presented by the superannuation industry.

read more
Estate Planning, Retirement

Return focus of super to retirement spending

retirement estate planning

The end result of superannuation should be spending in retirement and not estate planning, according to a technical expert.

read more
ASIC

ASIC suspends Dixon Advisory licence

ASIC Dixon Advisory

ASIC has suspended the operating licence of Dixon Advisory from early May as it continues to progress its civil proceedings against the group.

read more
Investments

NFT risks raise questions on SMSF use

NFTs investment

The risks inherent in NFTs will be a chief consideration as to whether they should be included in an SMSF investment portfolio.

read more
Pensions

Commutation changes not yet locked in

pension excess transfer balance

Regulations allowing the commutation of a market-linked pension without creating an excess transfer balance are operational but open for debate.

read more
Auditing

Auditors following independence standards

SMSF auditors independence

SMSF returns are showing auditors have complied with independence standards and are moving away from prohibited behaviour.

read more
Contributions

Dual funds key part of recontribution strategy

SMSF recontribution strategy

SMSF looking to cash out and recontribute funds to reduce the taxable component of their balance should use a second SMSF to park their tax-free savings.

read more
Contributions

Rule changes a nirvana for members

superannuation contributions changes

A range of contribution rule changes has created an ideal situation for super fund members, but the correct implementation order needs to be followed to maximise the benefits.

read more
ASIC

ASIC claims crypto lender was unlicensed

cryptocurrency lender unlicensed

ASIC has commenced legal action against a cryptocurrency lender it claims was operating without a credit licence.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.