Articles by Jason Spits

ETFs

Betashares launches digital health ETF

Betashares digital health ETF

Betashares will release its 12th thematic ETF with the latest offering focused on digital health and telemedicine.

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ATO

New ATO alerts are legitimate

ATO SMS alerts

New detailed alerts from the ATO regarding changes in an SMSF are legitimate and part of an upgraded anti-fraud system.

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Administration, Regulation

Balance tops legal permission

member balance release condition

The obligation to determine if there are sufficient funds to make a member payment is the most important consideration for SMSF trustees.

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Business News

SISFA proposes merger with tax body

SISFA merger

SISFA has announced plans to merge with Tax and Super Australia rolling its operations and membership into the latter and dropping its name.

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Compliance, Documentation

Disqualification declaration may be annual

smsf trustees disqualified

A number of corporate SMSF trustees will have to declare each year they are still able to run their fund after insolvency law changes late last year.

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Investments

Employee share model details important

employee share SMSF

Not all offers of shares from an employer can be passed through to an SMSF, with details of the transaction often hidden behind the name.

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Documentation

Corporate attorneys unfit for SMSFs

SMSFs corporate attorney

SMSFs with a corporate trustee looking to use a corporate power of attorney may find its application limited by superannuation laws.

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Investments

Performance may be life-cycle driven

smsf performance

A deeper examination of SMSF underperformance may reveal it is caused in some cases by the life cycle of fund members rather than poor investments.

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ASIC

Disciplinary panels may address ASIC concerns

asic disciplinary panels

ASIC’s adviser-led disciplinary panels may be called upon to review trends in bad advice and provide input into deterrent measures.

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Superannuation, Tax

Deed change deductions not equal

SMSF deed deductions

Tax deductions for a change to an SMSF trust deed are based on the impact on the operation of the fund and so not applied across the board.

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