Articles by Jason Spits

Appointments

SMSF legal firm recruits advice expert

Townsends SMSF expert

Townsends Lawyers has added an SMSF expert to its team, providing advice to staff and clients within the legal firm and its affiliate, SuperCentral.

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ATO, Superannuation

NALE may be proving ground for legal challenges

SMSF trustees need to take into account certain legislative and regulatory changes that will come into effect from 1 July 2021.

The recent focus on non-arm’s-length expenditure (NALE) by regulators may be a move to prevent any legal challenges in that area if the matter is brought to court.

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Accounting, Compliance

Accountants influence poor trustee compliance

Accountants SMSF trustees compliance

Accountants should not sympathise with the views of SMSF trustees who do not value good compliance, an SMSF lawyer says.

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Auditing

Evolv upgrades licensed audit platform

Evolv Super audit platform

SMSF audit firm Evolv Super has made key upgrades to its audit platform that focus on risk reduction and efficiency.

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FASEA, Financial Planning

Code of ethics will rewrite law, reduce income

FASEA code ethics AFA

The AFA has labelled the FASEA code of ethics as unworkable, claiming it will rewrite financial services law and adversely impact on adviser revenue.

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Retirement

Longevity tables lag actual life expectancy

longevity tables life expectancy

Financial planners should reconsider their use of longevity tables that do not reflect current and future increases in life expectancy, according to the Actuaries Institute.

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ASIC

Adviser banned for SMSF property advice

adviser banned SMSF property

An adviser who told many of his clients to invest in property via an SMSF has been banned after it was found he did not act in the best interests of clients.

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Accounting

HNW investor demand for advice to keep growing

Investments to change the world

Investors with more than $1 million will continue to seek professional advice despite the negative press surrounding the sector, according to new research.

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Pensions, Retirement

Actuaries link age to optimal pension drawdown

pension drawdown model

The optimal pension drawdown figure is closely aligned to the age of a retiree and a group of actuaries has created a simple model to calculate this figure.

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Financial Planning, Retirement

Retirees should look beyond cash

Retirees should look beyond cash investment income

Retirees with declining income from cash investments should be encouraged to move from traditional models in that space and look to other high-returning liquid assets.

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