Articles by Jason Spits

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.

read more
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.

read more
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.

read more
Superannuation

Govt to pay super on paid parental leave

paid parental leave superannuation

Parents who take time off work to look after children will have superannuation payments added to government fund leave entitlements from mid-2025.

read more
financial advice

Advice seen as valuable but costly

Financial advice Cost Investment Trends Irene Guiamatsia

Consumers regard financial advice as useful, but many still baulk at the cost, seeing it as too high for their needs.

read more
ATO, Pensions, Tax

Court rejects pension exclusion from TBC

Federal Court defined benefit lifetime pensions excess transfer balance transfer balance cap Stern Commissioner of Taxation

The recipient of two defined benefit pensions has lost a court case to have them excluded from the calculation of his excess transfer balance, failing to prove they were not covered by tax laws.

read more
SMSF, Superannuation

SMSFs continue to lead in member satisfaction

Roy Morgan Superannuation Satisfaction Report SMSFs Performance

Research by Roy Morgan has found SMSFs continue to lead the superannuation sector for member satisfaction, with levels at a two-year high.

read more
Auditing, Legislation, SMSF

SMSF loans and debts not the same

SMSF Loan Debt Borrowing audit The Auditors Institute Chris Ketsakidis Ketsa Coleman

There is a difference between a loan and a debt within an SMSF and different rules apply to them, requiring good documentation at the time of audit.

read more
ASIC, Property, SMSF

SMSF firm received conflicted remuneration

SMSF Real estate conflicted remuneration RM Capital The SMSF Club ASIC Federal Court

A court has found a Queensland-based SMSF advice business received conflicted remuneration when advising clients to purchase property.

read more
Superannuation

Super objective supported by public

objective of superannuation support FSC

There is general public support for the proposed objective of superannuation, which is currently before parliament.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.