Articles by Jason Spits

Documentation

Death benefit control better via will

death benefit will

SMSF members wishing to control how a death benefit will be used after their passing should look past a binding death benefit nomination and consider a trust within their will.

read more
Pensions, Retirement

TRIS conversion into ABP not automatic

TRIS conversion pension

An SMSF expert has reminded practitioners a transition-to-retirement income stream will not convert into an account-based pension unless an ATO-defined process occurs.

read more
Contributions

Contributions reopen for back-burner clients

contributions strategies

SMSF clients with stalled contribution strategies may be able to complete those in the new financial year under pending changes resulting from indexation.

read more
ATO, Investments

AAT decision highlights ATO strategy focus

SMSF investments ATO audit

A failed court appeal has revealed the ATO’s ongoing focus on investment strategies and ensuring transactions meet the requirements of super legislation.

read more
Contributions

Bring-forward pause opens contribution window

bring-forward contribution

Indexation of the transfer balance cap can boost a bring-forward strategy by increasing the level of a contribution that can be added to an SMSF.

read more
Residential Property

Islamic finance firm opens residential funds

Islamic finance residential

SMSFs have been given another avenue to invest in residential property via two Islamic finance group funds focused on capital growth and rental income.

read more
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.

read more
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.

read more
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.

read more
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.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.