Articles by Jason Spits

Pensions

TBA can create pension payment trap

TBA pension payment

Unreviewed death benefit pension plans may saddle a surviving spouse with funds that could get pushed out of the super system.

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Business News

Melbourne Uni to offer SMSF tax course

SMSF tax course

The University of Melbourne will run a three-day intensive course on tax and SMSFs led by two SMSF legal experts.

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Contributions

Carry-forward contribution accrual carries on

Carry-forward contributions

Carry-forward concessional contributions do not permanently end, but the ability to access them is governed by fund balances

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ETFs

BetaShares unveils three thematic ETFs

BetaShares ETFs

BetaShares will launch three new thematic ETFs centred on the electric vehicle, electronic payments and video game sectors.

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Accounting

Details of legacy pension changes released

legacy pension commutation

The much awaited details regarding changes to commuting legacy pensions have been released as part of a consultation process by Treasury.

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Estate Planning, Financial Planning

New advice body details member costs, benefits

SAPEPAA membership

The newest association to represent the interests of specialist advisers has formally launched, outlining its membership fees and service offering, including a business marketing and referral service for foundation members. The Succession, Asset Protection and Estate Planning Advisers Association (SAPEPAA) was launched online earlier today by the Association’s board chair Grant Abbott who said the […]

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Contributions

No need to track early release recontributions

SMSF early release recontributions

SMSFs will not need to track or measure COVID-19 early release recontributions with that task being handled by the ATO.

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Documentation, Pensions

Guardian an alternative to BDBN or pension

SMSF death benefit guardian

SMSF trustees are not restricted to binding nominations or reversionary pensions when planning to direct a death benefit and can name a guardian to oversee that process.

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FASEA

FASEA has right words, wrong form for conflicts

FASEA conflicts

FASEA has the found the right words to address conflicts of interest in its Code of Ethics but has mangled their delivery, claims one industry body.

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Accounting, Estate Planning, Financial Planning

Wealth transfer body to formally launch

SAPEPAA launch

The Succession, Asset Protection and Estate Planning Advisers Association (SAPEPAA) will formally launch this week about a year after its formation was first flagged.

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