Articles by Jason Spits

SMSF

SMSFs attract lower-income women

SMSF growth lower income women

The SMSF sector has continued to grow as women with lower balances outpace men in the area of new fund establishments.

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ATO, Auditing, SMSF

No audit impact despite decline

SMSF auditors population completed audits

The number of completed audits has remained steady despite a reduction in the number of SMSF auditors as those leaving have been shown to have done minimal work in this area.

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ETFs, Investments

Betashares releases US Treasury ETFs

Betashares US treasury ETF

Betashares has expanded its suite of cash and fixed income ETFs with the release of two US Treasury ETFs offering inflation protection and long-term maturity timeframes.

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ATO, Auditing

Valuation guidance clashes with law

SMSF audit asset valuation guidance

Valuation guidelines issued by the ATO contradict superannuation regulations, creating difficulties for auditors in maintaining their legal and professional standards.

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ASIC, Compliance, SMSF

Guidance change lifts anti-SMSF roadblock

A change to ASIC guidance regarding minimum balances for new SMSFs has removed a roadblock in the mind of advisers, who are only now returning to SMSF advice.

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Administration, Auditing, Investments, SMSF

SMSFs remain cost-effective

Class report SMSF costs

The cost-effectiveness of SMSFs has continued to be drawn out, with new research showing fund expenses total less than 1 per cent of assets despite increases in underlying investment fees.

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ASIC, Compliance, Education

Pass rate climbs as candidates settle

ASIC adviser exam

The percentage of advisers passing the most recent ASIC exam has increased compared to recent sittings as the number of advisers taking the exam settles to a new lower figure.

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Legislation, Retirement, Superannuation

Bills highlight unfair super treatment

superannuation retirement income objective legislation

Superannuation is unfairly treated in the wider retirement income landscape, with recent draft bills highlighting governments regard it as an easy target.

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Pensions, SMSF, Superannuation

SMSFs lead pension transition

pension phase SMSF APRA funds Class

Far more SMSF members over 65 are in pension phase compared to APRA-regulated fund members, highlighting the different levels of engagement in the two sectors.

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