Articles by Jason Spits

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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Retirement, Superannuation

SMSFs are retirement income leaders

SMSF retirement income

Large scale APRA-regulated funds should look to the SMSF sector when creating retirement income solutions as the latter has key advantages, according to a superannuation research group.

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ATO, Superannuation

Sector data has limited relevance

SMSF data

Overall SMSF data can reflect the state of the sector, but has limited application when considered at fund level.

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Documentation, Investments

LEI costs reduced for SMSFs

SMSFs LEI

SMSFs that trade in foreign currency and derivatives can reduce their cost and administration requirements through a new multi-year identification renewal offer.

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