Articles by Jason Spits

ETFs

SMSFs stick with ETFs, but shift focus

SMSFs ETFs

SMSF investors have been long-term users of ETFs, but market expansion has changed how they use them within their portfolios.

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Estate Planning

SuperStream hits death benefits

SuperStream death benefit

Death benefit rollovers will be treated differently under SuperStream from 1 October, depending on who the beneficiary is in the eyes of the ATO.

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Auditing, Documentation

Detailed asset valuation evidence needed

Asset valuation evidence

The evidence used to justify the market valuation of an asset must be more detailed and provided to auditors under new guidance from the ATO.

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Australian Shares, International Shares

Share markets hang on vaccines, inflation

Share market vaccines inflation

The performance of share markets will depend on the rollouts of COVID-19 vaccines and the avoidance of inflation in economies that are reopening.

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ATO, Tax

ATO’s NALE position finalised

NALE nexus income

The ATO has released its final ruling on the treatment of NALE and will continue to view the expenses as having a nexus to all of a super fund’s income.

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Retirement, Superannuation

Retirement income covenant captures SMSFs

retirement income superannuation

The retirement income covenant will apply to all super funds, including SMSFs, and will carry similar obligations to those required for investment strategies.

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Investments

Stock choice important in dividend revival

stock choice dividend

While some stocks may pay dividends this year, investors have been warned not to rely on old favourites and to look at underlying profitability as well.

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Superannuation

Service providers back up trustee tasks

SMSF service providers

The past year has highlighted that while SMSF trustees can administer and run their fund themselves, having an able service provider makes that task much easier.

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Australian Shares, ETFs

Fear of missing out drives investors to ETFs

Self-directed investors

The number of self-directed investors grew rapidly in the past 12 months, driven by a fear of missing an uptick in the market and ready access via ETFs.

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Regulation, Superannuation

Six-member funds to be a reality

Six member SMSFs

Six-member SMSFs could become a reality by the start of the new financial year after parliament passed legislation allowing their creation.

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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.

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