Articles by Jason Spits

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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Administration, Property, SMSF

Non-bank lender to offer SMSF loans

SMSF loans Pepper Money

A non-bank lender has expanded its operations to include SMSF loans available to funds with corporate trustees and relatively low minimum asset balances.

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Contributions, Pensions, Superannuation

Commutation notice can be preconfigured

SMSF members can use a prepared notice to inform their fund that withdrawals from their pension will be treated as commutations, avoiding the risk they will be regarded as payments.

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Pensions, Retirement

TRIS forgotten hero for recontribution

transition to retirement income stream TRIS pension SMSF

Transition-to-retirement income stream pensions have been overlooked, but offer SMSF trustees an easy-to-execute method to start recontributions before retirement.

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Estate Planning, financial advice, Financial Planning

Need for wealth transfer help common

wealth transfer financial legacy

Many Australians who have yet to retire are actively looking at how they can pass on money to their successors, with the lack of information creating opportunities for advice.

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Auditing, Property

Annual valuation requirement clear

SMSF annual audit auditor property asset valuation

Regulations outlining the requirement for the annual valuation of an asset are clear cut and should not lead to confusion around what auditors are required to do.

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ATO, Auditing, Compliance

Auditor independence still targeted

SMSF auditors independence ATO

The ATO has identified a number of auditors who are still failing to meet independence requirements and will engage in targeted reviews and compliance action.

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