Articles by Jason Spits

New body aiming to prevent advice disasters

March 23, 2021

Wealth transfer association, SAPEPAA, has stated its purpose was to prevent ‘the horror stories’ that result from bad advice associated with wealth transfer matters.

read more

Business News

SuperConcepts strengthens BDO partnership

March 23, 2021

Jason Spits

SuperConcepts and BDO have extended a partnership in which the two will offer services to each other’s clients.

read more

Superannuation

Minister praises SMSF sector growth

March 22, 2021

Jason Spits

The steady growth of the SMSF sector has been highlighted by a government minister who has noted its rising place within the superannuation system.

read more

ATO

ATO updates alert system

March 22, 2021

Jason Spits

The ATO has expanded the alerts it will provide to SMSF trustees when changes take place within their fund.

read more

Documentation

Check ejection strategy before adding members

March 18, 2021

Jason Spits

An SMSF planning to eject a member must ensure they are informed about the process from the outset and it is included in the fund’s admissions criteria.

read more

Insurance

ATO clarifies collectables insurance stance

March 18, 2021

Jason Spits

SMSFs must directly hold insurance for collectables, the ATO has stated after the SMSF Association sought clarity on the matter.

read more

Insurance

Six-member funds offer insurance benefits

March 17, 2021

Jason Spits

Six-member funds will allow SMSFs to better pay for life insurance cover and retain any associated benefits for more members.

read more

Investments, Technology

Raiz opens door to SMSF investors

March 17, 2021

Jason Spits

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

read more

Retirement

Retirement income modelling tool launched

March 17, 2021

Jason Spits

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

read more

Financial Planning

Inertia should not drive SMSF decisions

March 16, 2021

Jason Spits

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.

read more