Articles by Jason Spits

Appointments, Technology

SuperConcepts exits entire tech team

SuperConcepts technical managers

Four senior technical managers have left SuperConcepts as part of the staff changes at the firm following its sale from AMP to a private management group.

read more
Property, Superannuation

Fund members access $400m for first homes

FHSSS first home super saver

Superannuation fund members have accessed more than $400 million to purchase a home since the start of the First Home Super Saver scheme in 2018.

read more
financial advice, SMSFA

SMSF sector built by advisers

SMSF sector specialist advisers

Specialist SMSF advisers have played a key role in building the SMSF sector and its representative body into a recognisable presence in the superannuation landscape.

read more
ASIC, Property

ASIC takes action against property developer

ASIC SMSf property scheme Sasha Hopkins

ASIC has sought orders to shut down a property investment company and ban its director, saying the business’s development schemes via SMSFs were unlicensed and unregistered.

read more
Investments, Strategy

Template strategies must be flexible

investment strategy template SMSF

Using template investment strategies to meet the ATO’s requirements may not be viable if they cannot be tailored to specific circumstances.

read more
ASIC, ESG

ASIC acts on Vanguard ESG screening concerns

ASIC Vanguard ESG

ASIC has started civil penalty proceedings against Vanguard Investments Australia, alleging the use of an ESG screen in a bond fund was misleading.

read more
financial advice, Financial Planning, Technology

Advisers adopt more tech as numbers shift

advisers technology

Advisers are adopting more technology as the number of their peers decline and their client bases continue to increase in size.

read more
Insurance

Make insurance decision more explicit

SMSF life insurance

SMSF practitioners should encourage trustees to make explicit decisions around life insurance, rather than just give it consideration, and then document those decisions.

read more
Education, SMSFA

Heffron offers SMSFA membership to students

SMSF education

Heffron will offer free membership of the SMSF Association to students who complete its course for those new to the sector.

read more
Auditing, NALI/NALE

NALE materiality still not clear

SMSF auditors NALE

SMSF auditors will be tasked with deciding when non-arm’s-length expenditure is reasonable despite the lack of certainty on the issue but may find a solution exists in current ATO guidance.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.