Articles by Jason Spits

Investments

SuperConcepts adds portfolio management tool

superconcepts portfolio management

SuperConcepts will add a stand-alone portfolio management tool for advisers and accountants to its product suite.

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Documentation, Strategy

Structures key to compliant investments

SMSFs structures investment

SMSFs need to closely examine how they invest with related parties to prevent the creation of benefits that may be considered non-compliant.

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Investments

Franking credits change a broken promise

franking credits election promise

Changes to franking credits would be a broken election promise and show the government doesn’t understand their purpose in generating income.

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Retirement

Retirement satisfaction takes a dive

retirement satisfaction

Many retirees are not satisfied with their current circumstances while pre-retirees report they are not prepared for the end of their working lives.

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ETFs

JP Morgan releases active ETFs

JP Morgan ETFs

JP Morgan Asset Management has released its first exchange-traded fund products into the Australian market with two active ETFs available on the ASX.

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LRBA

LRBA risks exist at individual level

LRBA risks

LRBAs don’t pose risks to the super system but issues may arise at the individual SMSF level due to high assets concentrations via borrowings.

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Retirement

Pre-retirees unaware of income options

retirees income products

Pre-retirees are growing more concerned their savings will not fully fund their retirement, but are unaware of what income products their super funds offer.

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LRBA

LRBAs judged to be low risk

LRBAs risk

A group of government regulators has found LRBAs do not pose any significant risk to the superannuation sector.

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Compliance

Don’t hide illegal access as SMSF loan

illegal early access SMSF loan

SMSF members should not disguise illegal early access as a loan from the fund as it is easy to spot as false, but should openly declare the mistake to the ATO.

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financial advice, SuperStream

Push for advisers to help in scam education

SMSF advisers scam

SMSF advisers should address the issue of investment scams with clients and encourage them to report any questionable activity they have seen.

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