Articles by Jason Spits

Superannuation

Large balance cap punishes compliant funds

balances cap SMSFs

Placing a cap on SMSFs with large balances would punish funds that have and are operating under government-approved superannuation rules.

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Investments

Investment control not leading to more trades

SMSF investments control

SMSFs set up for the purposes of investment control tend to trade at the same rate as those established for other reasons.

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Pensions

Limits to pension payments a myth

death benefit pension

Claiming a death benefit cannot be paid as a pension with a reversion in place is a common myth that limits estate planning options.

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Compliance, Documentation

Govt launches director ID campaign

director ID campaign

The government will run an awareness campaign to ensure company directors have applied for a director ID number before the end of next month.

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Annuity, Pensions

Pension, annuity innovation stalled

Pension annuity innovation

Innovations in retirement savings have focused on the accumulation phase leading retirees to lack confidence in pension and annuity products.

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Auditing

Govt proposes auditor fee changes

SMSF auditor fees

The cost of being registered as an SMSF auditor will increase, but those looking to exit will be able to do so at a much lower cost.

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Accounting

SuperConcepts updates software offering

SuperConcepts updates

SuperConcepts has released an update to its SuperMate Classic software platform improving functions across a number of key areas.

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Superannuation

Top service providers awarded

SMSF Service Provider Awards 2022 - article image

The leading SMSF service providers have been named in the sector’s longest-running awards presented by selfmanagedsuper and research house CoreData.

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financial advice

Reminder to check status of advice providers

SMSF trustees have been reminded to check the status of any advice provider they use in the establishment and running of their fund.

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Estate Planning

Separate SMSFs useful to address distortion

separate SMSFs

Separate SMSFs can be a useful estate planning tool where the financial relationships between parties have been distorted over time.

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