Articles by Jason Spits

Death benefits

Member benefit payment argument over

Member benefit payment

SMSFs will find it hard to debate the status of member benefits paid after a member dies given they will be aware of the timing of that event.

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Auditing

Trustees urged to provide audit evidence

SMSF trustees audit evidence

SMSF trustees have been reminded auditors will only work with the ievidence they are provided and valuation issues are their responsibility.

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Administration

Reporting change requires attention to detail

TBA reporting

The shift to quarterly reporting will require greater vigilance by SMSFs in recording events while removing the perception they can post-date decisions.

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Superannuation

Super satisfaction down, but SMSFs on top

superannuation satisfaction

SMSF members have continued to be the superannuation sector’s most satisfied fund members during a period when overall satisfaction has fallen.

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Investments, Strategy

Specialist firms launch strategy service

investment strategy service

Two specialist firms have launched a service to assist SMSFs create compliant investment strategies that match the specific aims and goals of a fund.

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Retirement

Cost of living continues to rise for retirees

cost of living

The cost of living for retirees increased by 7.5 per cent over the year, raising the level of super needed to fund a comfortable retirement.

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Superannuation, Tax

Super will remain best retirement vehicle

superannuation retirement savings

Superannuation will remain the best vehicle to manage retirement savings despite proposals to increase tax on earnings for some fund members.

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Pensions

TBC change offers pension fix opportunity

TBC pensions

The indexation of the transfer balance cap may create an opportunity for SMSF members to restructure pensions to reduce tax paid on those income streams.

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Superannuation, Tax

Super tax method inconsistent with policy aims

Superannuation tax

The government’s planned move to add a higher tax on superannuation earnings is inconsistent with claims the new tax would be an equitable measure.

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ETFs

Social good income ETF launched

Janus Henderson income ETF

Janus Henderson Investors has launched a fixed income ETF focused on companies working towards making social and environmental changes.

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