Articles by Jason Spits

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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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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