Articles by Jason Spits

ASIC

Henderson charged with dishonest conduct

Sam Henderson dishonest conduct

A banned financial adviser who was the subject of scrutiny at the financial services royal commission will face charges related to misrepresenting his qualifications to give advice.

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ATO, Superannuation

SMSFs to ignore off target letters

ATO SMSFs letters

SMSFs that have received a letter requiring them to report claims for a contribution deduction should ignore them as they do not apply.

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Regulation, Superannuation

Work test changes to start on 1 July

work test changes

Changes lifting the ages for the work test and spouse contributions will begin from 1 July 2020 after enabling regulations were registered late last week.

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ATO, Compliance & Regulation, Superannuation

Early access problems explained

early access SMSF

SMSFs unable to secure early access to their funds are likely to have outstanding returns, according to the ATO.

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ATO, Pensions

COVID-19 creates pension drawdown headache

low income pension

Trustees drawing pensions based off low-returning assets will still have to draw the minimum amount and cannot sidestep that requirement, the ATO has said.

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ATO, Documentation

ATO defers SAR lodgement date

ATO SAR lodgement

The lodgement date for SMSF annual returns has been automatically pushed out to 30 June for all funds in the latest COVID-19 relief measure from the ATO.

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Commercial Property, Listed Property

New normal will reshape property market

COVID-19 property market

The post-COVID-19 property market is unlikely to return to full strength in the short term and may be reshaped by work-from-home technologies.

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Documentation

SMSF documents likely to fail legal test

SMSF legal documents

Many SMSF documents are likely to fail future legal challenges and advisers should consider the source of the documents they use, according to an SMSF legal expert.

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Investments

Trustees slow to adopt managed accounts

SMSF managed accounts

SMSFs have been slow to adopt managed accounts as part of their investment holdings despite solid growth in their usage outside superannuation and among financial advisers.

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ATO, Superannuation

ATO reveals early super release details

superannuation early release

SMSF members have been given details about how they can gain early access to their funds under the government’s coronavirus relief provisions, with the ATO urging caution for trustees.

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