Articles by Jason Spits

Pensions

Act fast for clients turning 65

Investments

Highlight non-investment risks in SMSFs

Auditing

Auditors will red-flag loans lacking evidence

ATO, Documentation

ATO disclosure forms updated

Downsizer

TSB tax may create downsizer caution

Education, financial advice

Two-thirds pass latest adviser exam

Death benefits

Member benefit payment argument over

Auditing

Trustees urged to provide audit evidence

Administration

Reporting change requires attention to detail

Superannuation

Super satisfaction down, but SMSFs on top

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.