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Home » Authors » Jake Spakman

Jake Spakman

Jake Spakman, Managing Director


With over three decades of experience in financial services Jake brings a wealth of understanding to the needs of our clients in the documentation area. Jake has previously been a director & state manager of a large national dealer group, had a multi master insurance agency, a licenced finance broking business, and commenced and developed a substantial SMSF administration practice. Jake is an Accountant, SPAA accredited SMSF Specialist Advisor® and licensed strategic superannuation advisor with over 25 years of Superannuation experience. Jake is also a director of legal practice Topdocs Legal Pty Ltd.

 

These roles have given Jake a detailed understanding of the needs of our clients in the areas of quality of documentation, personal service, and cost & time efficiency. As a result Topdocs continually strives to have the highest quality documentation, to provide superior technical SMSF, Legal & documentation advice, and is continually working to provide more streamlined documentation solutions to ease the workloads of practitioners.

 

Jake can be contacted on 1300 659 242 or at

Tech Talk Articles Posted by Jake Spakman

Topdocs SMSF Technical - Understanding SIS Concepts

In this first instalment of our SMSF Technical series, Topdocs director and SMSF Specialist Jake Spakman provides some insight into the framework for Superannuation Regulation.  A comprehensive must read for all advisers and SMSF Administrators.

SMSF Pension Resets

Topdocs provides you with a convenient and cost effective pension management system via our automated Pension Reset service. Resetting a Pension is the process of commuting an existing pension, adding in additional monies from accumulation to the commuted amount, then re-establishing the pension with the new, larger balance.

Documentation Focus - Hybrid Trusts

The term 'Hybrid Trust' does not refer to one particular type of structure.  There are many types of Hybrid Trust, and indeed, 'Hybrid Trust' means different things to different people.  Topdocs Director Jake Spakman discusses the attributes of the Topdocs Hybrid Trust.

SMSF Change of trustee documentation

Changing the trustee of a SMSF is not necessarily a simple process.  To change an SMSF trustee there are four parts to the story that need to be considered.

SMSF Pensions Qs and As

Paying a pension from a self-managed superannuation fund is not difficult, but you do need to know what you are doing.  As a market leader in SMSF pension documentation, Topdocs has compiled the following list of commonly asked questions regarding SMSF pensions to help advisers and trustees make informed decisions.

ASIC and SMSFs

There is often confusion over the disclosure requirements for an SMSF. Is a PDS required and if so, in what circumstances? The following article gives some insight into the disclosure requirements and other ASIC issues relating to SMSFs.