Articles by Jason Spits

Investments

Asset allocations must stay true to fund strategy

asset allocations investment strategy

Trustees can make changes to their investments in response to the recent market downturn, but they should be consistent with the SMSF’s investment strategy.

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Documentation

Print trust deed until all states go electronic

paper trust deeds

NSW has moved ahead of other states and territories with electronic trust deeds, but trustees should still opt for paper until the move is universal.

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Documentation

Choose wisely to avoid document subpoenas

legal documents subpoenas

Being able to prevent legal access to documents is a value-add lacking in some document providers and cannot be offset by lower cost, according to a legal firm.

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Education, Pensions, Superannuation

SuperConcepts issues COVID-19 e-books

SuperConcepts coronavirus e-books

SuperConcepts will offer free e-books to people impacted by recent changes to superannuation and pensions as a result of COVID-19.

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Pensions

Trustees must check pension timing

minimum pension timing

Trustees who have been paid more than the new minimum pension amount need to check the timing of payments before seeking to use the excess as a commutation.

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ATO, Property, Superannuation

Don’t game early release provisions

superannuation early release provisions

Superannuation money accessed under early release provisions should not be funnelled back to offset tax in or outside the fund, an SMSF administrator has warned.

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ATO, Investments

In-house asset obligations must be maintained

in-house asset relief

The ATO’s coronavirus relief provisions do not extend to in-house asset ratios or investment strategies, with trustees reminded to maintain their obligations.

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Pensions

Create amnesty to exit legacy pensions

legacy defined benefit pensions

The current market downturn has highlighted the need for legacy defined benefit pensions to shift to more modern alternatives.

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ATO, Superannuation

ATO issues SMSF early release details

SMSF early release

SMSF members have been given details about how they can gain early release to their funds under the government’s coronavirus relief provisions, with the ATO urging caution for trustees.

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ATO, Auditing

Tax agents tagged in SAN misuse probe

SAN misuse tax agents

The ATO has examined more than 1000 cases of SMSF auditor number (SAN) misuse and has taken against 90 people as part of its rolling compliance efforts.

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