Articles by Jason Spits

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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Retirement

Retirement projection tool upgraded

mSmart retirement tool

mSmart has updated its retirement modelling tool to factor in the impacts of downsizing, reverse mortgages and broken work patterns.

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Accounting, Financial Planning

Accountants well qualified to give advice

accountants SMSF advice

Qualified accountants should be able to provide limited SMSF advice having already met the standards needed to do so.

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