Articles by Jason Spits

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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Investments, Retirement

COVID-19 downturn not the same as GFC

COVID-19 downturn

Recent growth in investment markets after COVID-19 driven downturn is not the same as after the GFC and is obscuring increasing levels of government debt.

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Regulation

Six members still on table, ECPI move delayed

Six member SMSFs

Six-member SMSFs are still on the table for the government, which has reduced the time in which they can be introduced once legislation is passed.

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Documentation

Nationwide e-document model should be kept

electronic documents

The nationwide approach to the electronic execution of documents should be retained but state based irregularities must be removed, according to a peak law body.

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Financial Planning

Reform has pushed away advisers and clients

financial advice reform

The costs of reform have caused practitioners and consumers to abandon the financial advice sector according to two representative bodies.

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