Articles by Jason Spits

Business News, Education

Heffron expands education offering

Heffron Meg Heffron Education Superannuation sector Super in 60

Heffron has expanded the scope of its education offering to include professionals who do not actively work with superannuation, but need regular updates about developments in the sector.

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Compliance, SMSF, Superannuation

Sole purpose must be starting point

SMSF sole purpose test

SMSFs should never try to retrospectively fit fund transactions under the sole purpose test, but use it as a first point of reference when deciding on fund-related actions.

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Contributions, Retirement, Superannuation

SG working, but some may fall short

Superannuation guarantee contributions ASFA comfortable retirement standard

The superannuation guarantee will help many people reach a comfortable retirement, but some will have to work longer or save more to reach that standard.

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Superannuation

Low interaction limits retirement outcomes

Objective of superannuation accumulation retirement Stephen Jones

Limited content during the accumulation phase has led many superannuation funds and members to have very limited interaction when moving into retirement phase.

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ETFs, Investments, Markets

Betashares adds new hedged ETF

Betashares hedged currnecy FTSE ETF

Betashares has added a currency-hedged version of its FTSE 100 ETF to its suite of fund offerings, pushing the number of its currency-hedged investment vehicles to 20.

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NALI/NALE

IFPA calls on senators to reject NALE

NALE IFPA Senate Economics Legislation Committee

IFPA has told a senate committee a bill to address NALE is excessive and should be dropped in favour of returning to a previous legislative solution.

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Business News, Markets, SMSF

Bluestone upgrades SMSF loan offer

Bluestone SMSF loans Liquidity

Non-bank lender Bluestone has made changes to the liquidity requirements related to loans available to SMSF lenders.

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Auditing, Compliance

Question trustee sole purpose compliance

SMSF auditor trustee representation sole purpose test compliance

SMSF auditors can look past trustee representation letters to ensure a fund meets the sole purpose test with benefits and expenses a useful indicator of compliance.

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Appointments, Auditing

Colley named as auditor ambassador

Graeme Colley SMSF Auditors Institute ambassador

Former SuperConcepts staffer Graeme Colley will take on a new role promoting the work of auditors in the superannuation sector.

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