Articles by Jason Spits

ASIC, Business News, Investments

Mayfair regains asset control

Mayfair 101 James Mawhinney ASIC Supreme court of Victoria Liquidators

Mayfair 101 has regained control of contested assets after reaching a settlement with liquidators appointed nearly four years ago.

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Insurance, Investments, SMSF

Guidance doesn’t negate insurance duty

SMSF collectables ATO guidance insurance

ATO guidance on what constitutes a collectable does not remove a trustee’s responsibility under superannuation laws to properly store and protect any asset.

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Legislation, SMSFA

Div 296 tax a flawed, rushed policy

Unrealised capital gains SMSF Association Division 296 tax

Government plans to introduce a superannuation earnings tax for member balances over $3 million have been rushed and remain flawed despite industry feedback calling for change.

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financial advice, Investments, SMSF

Markets spur SMSF advice

Investments SMSF Financial advisers Trading Ausiex

The changing nature of financial markets last year saw an increase in new advised SMSFs across all age demographics, with these funds being active traders.

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Property, SMSF

Use property as compliance reminder

SMSF advisers can use the purchase of a property by a trustee as a trigger to remind them and other professionals of the ongoing compliance and administration obligations that will need to be met each year after acquisition.

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Cryptocurrency, Investments, Regulation

Investment scam losses stemmed

Investment scams ACCC National Anti-Scam Centre Cryptocurrency

Anti-scam initiatives by the government have significantly reduced the level of consumer losses in the first six months of their operation.

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LRBA, Property, SMSF

Property purchase dictated by deed then law

SMSF Property LRBA Trust deed

Superannuation and tax laws are unlikely to be the barriers to an SMSF purchasing property, with the rules of the fund set by the trustee being the first source of possible trouble.

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Aged Care, Superannuation

Call for super to fund aged care

Superannuation Aged care funding Aged Care Financing Taskforce

A government-appointed taskforce has recommended those with higher superannuation balances should fund their aged-care requirements as this is consistent with the objective of super.

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Compliance, financial advice, Retirement, SMSF

Be clear on conflicted SMSF advice

SMSF conflict of interest related entity DBA AFCA

A recent case before AFCA has highlighted the need for SMSF advisers to keep clear records about investment advice particularly where conflicts of interest may be involved.

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Investments, SMSF

Female engagement underestimated

AUSIEX SMSF Female investors women investors Trade Brett Grant

Female SMSF investors are likely to be more engaged and active than currently perceived, with the role of advice key in expanding their behaviour.

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