Articles by Jason Spits

BDBN, Death Benefits

Call to scrap death benefit lump sum limit

Death benefit, IFPA, binding death benefit nominations, BDBN, SIS regulation, Institute of Financial Professionals Australia, IFPA, Treasury, 

Removing the limit on the number of death benefit lump sums should be made to enable fewer breaches of payment regulations.

read more
International Shares, Investments

Look outside oversaturated US market

The US market is oversaturated with investors, who should look beyond it or at least past a handful of stocks when looking to find new sources of return.

The US market is oversaturated with investors, who should look beyond it or at least past a handful of stocks when looking to find new sources of return.

read more
ATO, Investments, SMSF

SMSF returns exceed 10 per cent

Returns across the SMSF sector were above 10 per cent during the 2023 financial year, reinforcing its competitiveness with APRA-regulated funds.

Returns across the SMSF sector were above 10 per cent during the 2023 financial year, reinforcing its competitiveness with APRA-regulated funds.

read more
SMSF, Superannuation, Trusts

Fixed interest future promising

Global economic conditions have increased the prospect of good returns from fixed interest investments but active portfolio management will still be required.

Global economic conditions have increased the prospect of good returns from fixed interest investments but active portfolio management will still be required.

read more
Legislation, SMSF, Superannuation

Financial abuse risk higher for SMSFs

A parliamentary committee has called for a review into how superannuation is used to engage in financial abuse, noting the structure of SMSFs raises the risk of one member abusing another.

A parliamentary committee has called for a review into how superannuation is used to engage in financial abuse, noting the structure of SMSFs raises the risk of one member abusing another.

read more
ATO, Regulation

Related-party loan angst detailed

Key risk factors that can arise in related-party funding arrangements have been flagged by the ATO for compliance activity if it identifies at least one of them is present.

Key risk factors that can arise in related-party funding arrangements have been flagged by the ATO for compliance activity if it identifies at least one of them is present.

read more
Fixed Income, Investments

Fixed-interest future promising

Global economic conditions have increased the prospect of good returns from fixed-interest investments, but active portfolio management will still be required.

Global economic conditions have increased the prospect of good returns from fixed-interest investments, but active portfolio management will still be required.

read more
Pensions

Legacy pension relief approved

Government plans to allow the commutation of legacy pensions are now in force after proposed changes were given royal assent this month.

read more
Investments, Property

REITS in good place for revival

Market conditions have aligned to create an environment in which REITs can bring solid returns that include a decent portion of income.

read more
Pensions, Tax

Legacy pension exits linked to Div 296 bill

Legacy pensions Division 296 bill Colonial First State Craig Day SMSF Self-managed superannuation

A plan to allow legacy pension exits may be derailed if the Division 296 tax does not become a reality as the former is designed to ease the application of the latter.

read more

Our Story

selfmanagedsuper is the definitive publication covering Australia’s SMSF sector. It uniquely offers online content tailored separately for SMSF professionals and individual trustees participating in the fastest growing and largest sector of the superannuation industry. As such, it is a must read for those wanting to stay informed about the latest news, regulatory developments, technical strategies, investments, compliance, legal and administration issues concerning SMSFs.

Copyright © SMS Trustee News 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.