Articles by Jason Spits

Documentation, Strategy

Abbott to seek funds, continues political push

Man taking money out of wallet for crowdsourcing

SMSF expert Grant Abbott will seek crowdsourced funding to expand his fledgling document business and has also committed to growing his recently launched political party.

read more
Pensions, Superannuation

Overdue super and pensions review welcomed

Calls by the Treasurer for a review of the retirement income system have been welcomed, but such a probe has been labelled as overdue.

read more
Property, Superannuation

Super contributions better option than negative gearing

Concessional contributions into super are lower risk than negative gearing into property, despite many investors favouring the latter strategy.

read more
LRBA

Adviser interest in LRBAs rebounds

Interest in LRBAs for SMSFs has been high following the coalition’s election win, with one broker predicting the return of banks to the lending market.

read more
Accounting, Financial Planning

Accountants, planners team up to expand SMSF offering

Accountants teaming with planners to expand SMSF offering

The number of accountants working with financial planners to boost their SMSF value proposition has climbed as trustees focus on advice expertise.

read more
Appointments, Superannuation

New super minister adds sector experience to role

The second Morrison ministry will feature a new face with 20 years’ experience in the financial services arena to oversee the superannuation sector.

read more
Pensions

BDBNs dangerous territory for advisers

&

Advisers making changes to BDBNs or reversionary pensions may be engaging in legal work that could negatively impact on them and their clients.

read more
Education

FASEA begins assessing foreign qualifications

FASEA will begin assessing university qualification attained overseas, taking around two weeks to inform advisers if they meet the new education standards.

read more
Retirement, Tax

Tax impact of franking credits remains unaddressed

tax impact; franking credits

The impact of franking credit refunds on the wider tax base has yet to be addressed, despite refunds featuring prominently in the recent federal election.

read more
LRBA, Property

LRBAs to bounce back after election

limited recourse borrowing arrangements; LRBA; Grant Abbott

The use of limited recourse borrowing arrangements has been predicted to rebound in the coming months, driven by government support and lower property prices.

read more

Copyright © SMS Magazine 2024

ABN 43 564 725 109

Benchmark Media

Site design Red Cloud Digital