Articles by Jason Spits

Investments

Private company investments face SMSF limits

private company SMSF

The benefits of investing in a private company may be offset by the limitations placed on those investments in regards to SMSFs.

read more
Financial Planning

Advisers bullish on SMSF revenue

SMSF revenue

SMSF advisers believe revenue will grow from advising the sector, despite historical data showing there has been little change over the past seven years.

read more
ATO, NALI/NALE

ATO looking deeper into NALE issues

ATO NALE

The ATO’s final ruling on NALE is being reinforced by investigative work into how the SMSF sector has been using non-arm’s-length arrangements.

read more
Financial Planning, Superannuation

Westpac cops $10.5m best interests penalty

Westpac penalty

A five-year legal battle has ended with Westpac being penalised $10.5 million for providing unlicensed financial advice in relation to superannuation.

read more
Contributions, Superannuation

Compensation will count towards contributions

compensation contribution caps

Super fund members receiving compensation for poor advice will need to assess the circumstances of any payments to ensure they do not exceed their contribution caps.

read more
Retirement, Superannuation

Create incentives to use super in retirement

incentives retirement super

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

read more
Business News

Leading service providers awarded

SMSF Service Provider 2021

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

read more
Contributions, Regulation

Excess determination charge still has bite

excess determination charge

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

read more
Superannuation

Purpose of SMSFs align with duty

financial interest SMSFs

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

read more
Investments, Portfolio Construction

New index rates managers’ green credentials

responsible investment credentials

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

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.