Articles by Jason Spits

Infrastructure

Infrastructure can boost SMSF returns

unlisted infrastructure SMSF

Research conducted by an infrastructure manager has found a small allocation to the asset class can provide a long-term boost to the performance of an SMSF portfolio.

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Education, Estate Planning

Topdocs launches estate planning training

Topdocs estate planning

Legal document provider Topdocs will build on its partnership with The Legal Hub to provide free estate planning to financial advisers.

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ASIC, Auditing

ASIC bans SMSF auditor, acts on five others

ASIC action SMSF auditors

ASIC has taken action against six SMSF auditors after receiving referrals from the ATO to examine their level of compliance with legal obligations.

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Direct Property, Residential Property

Property fragmenter lists first development project

property fragmented

A property group offering segmented investments at smaller entry figures has opened access to its first ground-up development.

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Education, FASEA

FASEA panned but deadline extension supported

FASEA deadline extension

Labor has supported an extension to the deadline for advisers to comply with new education standards, but has criticised how FASEA has handled the changes.

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Administration, Superannuation

SuperConcepts reports sharp asset decline

superconcepts

SuperConcepts has reported a sharp fall in assets under administration after a year of restructuring the SMSF administration business.

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Retirement, Superannuation

Actuaries Institute wants broader SG coverage

Superannuation guarantee cover

A call for the super guarantee to include more Australians regardless of their employment situation has been made by the Actuaries Institute in its submission to the Retirement Income Review.

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Financial Planning

AMP-linked advice associations merge

AMP financial advice associations

Two associations for AMP-linked advisers will merge to continue to promote the best interests of their members to the company, government and consumers.

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ATO, Superannuation

ATO death benefit ruling raises questions

ATO member benefit ruling

A private ruling by the ATO on the timing of a member benefit payment has raised questions about whether it is consistent with tax and super law.

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ATO, Tax

Tax case law has NALE solution

Tax case law NALE

Established and tested tax case law should inform how the ATO will treat non-arm’s-length expenditure (NALE) within an SMSF, an SMSF lawyer has suggested.

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