Articles by Jason Spits

Superannuation

New policy hints at super objective

superannuation policies

While the government’s proposed objective for superannuation is still under consultation, new policies provide some of the detail as to how it will meet that objective.

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financial advice, Technology

Global advice platform launches in Australia

financial advice software

An advice platform with more than 30,000 users worldwide has set up operations in Australia after honing its offering for use by local advisers.

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Death benefits, Documentation

Gaming benefits may be tax exploitation

death benefits tax

Using undated documents to prevent a member benefit being paid as a death benefit may breach rules about promoting a tax exploitation scheme.

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Superannuation

Indexation key issue for female clients

TBC indexation female

The pending indexation of the transfer balance cap and exiting an SMSF are two key areas female clients are seeking information about currently.

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Superannuation, Tax

Earnings tax to affect 500,000

Superannuation earnings tax

The number of superannuation fund members impacted by changes to earnings tax will be six times larger than predicted without indexation.

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Estate Planning, Superannuation

Super use in tax estate planning overstated

superannuation tax estate planning

Claims superannuation is being used for tax-based estate planning are incorrect and reflect a misunderstanding of the super tax system.

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Superannuation, Tax

Super tax details a mixed blessing

superannuation earnings tax

A fact sheet outlining how the government will further tax earnings in superannuation balances over $3 million contains mixed results for SMSFs.

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financial advice

Client focus best action to prevent litigation

Client relationships

Advisers should focus on client management and not regulatory compliance to prevent litigation.

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NALI/NALE

NALE proposals misinterpret tax law

NALE tax law

The government’s NALE consultation paper is based on an incorrect interpretation of tax law, which does not allow the tax rate to exceed 45 per cent.

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Documentation, financial advice

QAR does not remove need for advice documents

QAR advice documents

Financial advisers should be looking at what clients want from written advice if a recommendation to stop using statements of advice is adopted.

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