Articles by Jason Spits

Investments, Strategy

Strategy fear result of compliance focus

SMSF investment strategy compliance

SMSF accountants are afraid to address investment strategies as the process has become too compliance driven rather than focusing on recording trustee plans.

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Contributions

Order critical for contribution splitting

personal contribution splitting

SMSF members making a personal deductible contribution to split it with another member must order the process correctly or they will fail to do both.

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ETFs

New ETFs provide access to US bonds

ETF Securities US bonds

ETF Securities has released two ETFs that will offer exposure to fixed income investments via US government and corporate bonds.

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Tax

SMSFs must pay GST for enterprise activity

SMSFS GST

SMSFs that engage in taxable enterprises will have to pay GST even if they are not registered for it and have made arrangements to move assets into the fund.

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LRBA

Rate rise requires repayment review

LRBA repayments

SMSF trustees with LRBAs should be reviewing their repayments and investment strategy as borrowing rates increase from 1 July.

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BDBNs

BDBN dominance confirmed by Hill v Zuda

BDBN Hill Zuda

The status of BDBNs being more suitable to direct benefits compared to pension documents has been confirmed by the result of a recent High Court case.

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BDBNs, Estate Planning

Status of SMSF wills clarified

SMSF wills status

The use of SMSF wills is likely to increase after the Hill v Zuda case affirmed they were a legitimate way to bind death benefits to a beneficiary.

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Technology

Admin provider adds automated help function

SuperConcepts chatbot

SuperConcepts has added an automated tool to direct users of its website to relevant information based on a few questions.

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Accounting, Financial Planning

SMSF growth good news for advisers

SMSF increase advisers

SMSF practitioners expect recent establishments to continue and fund advice to boost revenue in the coming years.

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BDBNs

No requirement to approve BDBN

BDBN approval

The Hill v Zuda case has confirmed SMSF members are not required to get trustee approval to make or change their BDBN.

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