Articles by Jason Spits

Strategy

TSB not completely locked down

TSB locked down

A seldom-used option in declaring interests in an SMSF can allow a member to adjust their total super balance downwards and get back under certain thresholds.

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Business News

SMSFA to hold in-person technical event

SMSFA technical summit

More than a year after its last face-to-face event, the SMSF Association will hold a technical summit on the Gold Coast in July for a limited number of attendees.

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Financial Planning

Super changes at fore in post-COVID advice

superannuation COVID advice

As COVID-19 social security measures wind down, advisers are seeking more technical help to tackle pending changes to superannuation contributions and fund balances.

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Residential Property, Superannuation

Investment platform moves into property

RAIZ residential property

A mobile device-based investment platform has expanded into property after purchasing a small-scale super fund specialising in residential property.

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Auditing, Contributions

Auditors must vet downsizer contributions

auditors downsizer contributions

Auditors should examine downsizer contributions to ensure they are made correctly, with the ATO issuing guidance about what will trigger a contravention report.

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ETFs

BetaShares launches bank hybrids ETF

betashares bank hybrids etf

Following the strong growth of its active hybrid ETF, BetaShares has launched a passive fund focused on hybrid securities issued by major banks.

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Documentation

Admin provider expands into documents

Mclowd SMSF documents

SMSF administration provider Mclowd will offer a range of SMSF documents under a new arrangement formed with a third-party provider.

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Financial Planning

Disputes lead to FPA file note guidance

FPA file note guidance

Disputes between advisers and clients have led the FPA to create new guidance about what should be recorded in a file note and new ways of capturing that information.

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Superannuation

TBC simplification possible in budget

TBC simplification budget

The confusion around the indexation of the TBC may lead to a more simplified model in this year’s budget, but the government has given nothing away so far.

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Superannuation

Extra super contributions not common

extra super contributions

Only one in five Australians make regular extra contributions into their super, with as many never having done so, according to new consumer research.

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