Articles by Jason Spits

Documentation

Ex-directors dropped from ID requirements

Former directors ID

Former directors will no longer be required to obtain a director identification number under draft changes released by the ATO.

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ASIC

Former van Eyk chief sentenced

van Eyk chief executive sentenced

The former head of van Eyk Research has been sentenced to imprisonment and community service for breaching his duties as a director.

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Death benefits

Tax-free benefits need relationship shift

tax-free benefits

Benefit payments requested before death but paid afterward can be tax-free only if an SMSF member has altered their relationship with their fund.

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Investments

SuperConcepts adds portfolio management tool

superconcepts portfolio management

SuperConcepts will add a stand-alone portfolio management tool for advisers and accountants to its product suite.

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Documentation, Strategy

Structures key to compliant investments

SMSFs structures investment

SMSFs need to closely examine how they invest with related parties to prevent the creation of benefits that may be considered non-compliant.

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Investments

Franking credits change a broken promise

franking credits election promise

Changes to franking credits would be a broken election promise and show the government doesn’t understand their purpose in generating income.

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Retirement

Retirement satisfaction takes a dive

retirement satisfaction

Many retirees are not satisfied with their current circumstances while pre-retirees report they are not prepared for the end of their working lives.

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ETFs

JP Morgan releases active ETFs

JP Morgan ETFs

JP Morgan Asset Management has released its first exchange-traded fund products into the Australian market with two active ETFs available on the ASX.

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LRBA

LRBA risks exist at individual level

LRBA risks

LRBAs don’t pose risks to the super system but issues may arise at the individual SMSF level due to high assets concentrations via borrowings.

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Retirement

Pre-retirees unaware of income options

retirees income products

Pre-retirees are growing more concerned their savings will not fully fund their retirement, but are unaware of what income products their super funds offer.

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