Articles by Jason Spits

Financial Planning, Retirement

Cheap advice a must for retirement system

financial advice retirement system

Low-cost, mass-market financial advice must be available to those facing retirement and should be built into Australia’s retirement savings system.

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Technology

Class to provide Xplan with data feeds

Class Xplan data feed

Advisers using Xplan will be able to view their clients’ SMSF investments after the software provider secured new data feeds from SMSF admin platform Class.

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Superannuation

Keep early release as relief tool

early release superannuation relief

The government should not dismiss the use of early release of super to prevent personal economic hardship for Australians in the future, according to a Liberal senator.

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Pensions, Superannuation

Super needs campaign about retirement outcomes

super retirement campaign

A government senator has suggested the super sector should run a campaign to inform people they may not be self-sufficient in retirement and more can be done to reduce reliance on government pensions.

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ATO, Regulation

ATO will seek further NALE input

ATO NALE

The ATO will give the SMSF sector a final opportunity to provide feedback on the NALE rules for practitioners and has also defended ASIC’s cost fact sheet.

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Superannuation

SMSFs seen to serve members better

SMSFs members problems

Retail and industry funds have not served members as well as they could have, unlike SMSFs, which had very few problems, a government senator has claimed.

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ASIC, Superannuation

ASIC ponders revised fact sheet

ASIC SMSF fact sheet

ASIC is still considering if it will release a revised SMSF fact sheet despite having updated information from the ATO on the cost of running a fund.

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Estate Planning, Strategy

Flexible BDBNs more advantageous than wills

BDBN SMSF will

Flexible binding death benefit nominations (BDBN) in an SMSF are better tools for directing wealth to beneficiaries than superannuation within a will, a compliance specialist has claimed.

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Superannuation

Satisfaction with SMSFs remains high

SMSF satisfaction

SMSF members have continued to report high levels of satisfaction with their choice of superannuation fund, according to new data released by Roy Morgan.

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Retirement, Tax

Bucket companies a valid strategy tool

bucket companies retirement tax

Bucket companies are a legitimate retirement and tax planning tool and claims they are out of favour with the ATO are untrue.

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