Articles by Jason Spits

Create incentives to use super in retirement

August 23, 2021

Retirees should be given incentives to use their superannuation savings rather than planning to pass on their money as a bequest.

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Business News

Leading service providers awarded

August 19, 2021

Jason Spits

selfmanagedsuper and research house CoreData have announced the winners of the SMSF Service Provider Awards 2021, which were presented during an online event today.

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Contributions, Regulation

Excess determination charge still has bite

August 19, 2021

Jason Spits

The removal of the excess concessional contribution determination charge does not mean the ATO cannot apply it where applicable for past actions.

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Superannuation

Purpose of SMSFs align with duty

August 18, 2021

Jason Spits

SMSFs trustees holding to the core purpose of their fund will meet the new best financial interest duty requirements.

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Investments, Portfolio Construction

New index rates managers’ green credentials

August 18, 2021

Jason Spits

A new index will provide greater clarity around the underlying holdings of fund managers and their adherence to responsible investment measures.

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Auditing, Superannuation

Rollover evidence must be provided to auditors

August 17, 2021

Jason Spits

SMSF members leaving their fund are still required to show their rollover has gone to another fund even when the SMSF is shutting down.

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Superannuation

Younger investors want more super control

August 16, 2021

Jason Spits

Younger investors are highly engaged with their superannuation and many are considering how they can self-manage to gain greater control.

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ATO

ATO updates ABR to allow six-member funds

August 16, 2021

Jason Spits

Updates to the Australian Business Register (ABR) to allow the creation of six-member SMSFs are complete and will replace an interim process offered by the ATO.

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Estate Planning