Articles by Jason Spits

Retirement

New longevity calculator for clearer outcomes

longevity calculator

A pension provider has created a new longevity calculator using statistics and health data to provide a clearer view on retiree lifespans.

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ATO, Investments

Asset listing a strategy percentage alternative

Assets list investment strategy

A list of assets by type and monetary worth instead of by percentages is allowed in an SMSF investment strategy despite the ATO’s focus on the latter.

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ATO, Auditing

ATO confirms independence threat details

auditor independence threat

The ATO has confirmed what may threaten auditor independence when a large volume of business comes from a single referral sources.

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Compliance

Poor trustee history can close funds

SMSF trustee history

The inclusion of a trustee with a poor compliance history can create future problems for an SMSF and lead to the ATO making the fund non-compliant.

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Appointments

AMP confirms change of CEO

AMP CEO change

AMP will have a new chief executive after the company confirmed a senior ANZ executive will replace Francesco De Ferrari.

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Retirement

Retirees running out of super before death

superannuation death

New research has found most retirees currently run out of super well before their death, contrasting recent claims they are sitting on large sums.

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Documentation, Pensions

Pension tool targets documentation accuracy

pension documentation

Heffron has released a new pension documentation tool aimed at providing more clarity around the timing and decisions that led to the start of a pension.

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Retirement

Age pension reliance higher than claimed

Age pension reliance

Long-term analysis shows retirees are more reliant on the age pension than recent reports suggest, according to an industry research group.

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Documentation, Financial Planning

Specialist advice can create defence shield

Specialist smsf advice shield

Specialist SMSF advice can act as a defence against claims a trustee has breached their obligations, but only where that advice is appropriate and relevant.

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LRBA

LRBA instrument opens door to master funds

master LRBA

Changes to LRBA regulations have opened the door to the creation of master funds with more than one borrowing arrangement.

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