Articles by Jason Spits

Investments, Technology

Raiz opens door to SMSF investors

Raiz SMSF investors

A mobile-based investment platform has opened its doors to SMSFs, offering low minimum investments and access to a range of set portfolios.

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Retirement

Retirement income modelling tool launched

Vanguard retirement income modelling

Advisers will be given free access to a new tool from Vanguard Australia that models retirement income based on a total return investment approach.

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Financial Planning

Inertia should not drive SMSF decisions

inertia smsf advice

Advisers need to ignore their own biases and inertia and that of clients when providing SMSF advice to ensure the latter are getting the best outcomes from their funds.

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Regulation, Superannuation

Indexation will not move all caps

indexation changes caps

Indexation changes from 1 July will not move all caps upwards, with some remaining fixed as a result of legislation binding them to current levels.

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ASIC, Compliance

SMSF accountant ordered to comply with EU

smsf accountant enforceable undertaking

A Queensland accountant has been ordered by the Federal Court to comply with an ASIC enforceable undertaking and tell clients she is unable to provide SMSF advice.

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Documentation, Estate Planning

BDBNs not flexible death benefit solution

BDBNs flexible death benefits

SMSF members with strong family relationships may wish to avoid using a BDBN to gain more flexibility in how death benefits will be paid.

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Documentation, Tax

Tax agent banned over false audit declarations

tax agent false declarations

The registration of a Perth-based tax agent has been terminated after he was found to have falsely declared an SMSFs were audited in more than 100 annual returns.

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AFCA, Compliance

COVID impact seen in complaint figures

COVID AFCA complaints

The sudden impact of COVID-19 in early 2020 has been reflected in complaints figures released by AFCA.

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Strategy

Review asset value to cut TSB

asset value TSB

SMSF members who have exceeded their TSB may be able to get under the threshold by revaluing real estate assets within the fund.

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Documentation

New fund is best solution for lost deed

lost SMSF deed

SMSFs that have lost their deed should consider creating a new fund, rather than merging with another fund, to overcome any document losses or deficiencies.

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