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Home » Authors » Michael Spakman

Michael Spakman

Michael Spakman, Director

 

Michael completed a commerce degree at Deakin University and is an SMSF, Corporate, and Estate Planning documentation specialist.

 

Previously running the documentation department of an SMSF administration practice, Michael controls the documentation side of Topdocs and with high technical and practical documentation knowledge is the principal initial point of contact for adviser and client queries and enquiries. Michael is also involved in adviser training in areas such as SMSF borrowing.

 

Michael also co-ordinates the technical aspects of our white label & badging services, and our document integration with SMSF administration platforms, Taxation & Practice Management systems , Wrap & Platform software, specialist scanning services, Financial Planning software packages, and Investment software.

 

Michael can be contacted on 1300 659 242 or at

Tech Talk Articles Posted by Michael Spakman

Draft Ruling SMSFR 2011/D1 - Changes to the ATOs interpretations of the Super Fund Borrowing legislation

In an exciting development for SMSF Trustees, the ATO is looking to soften its interpretation of the Super Fund borrowing legislation with the release of its recent draft ruling SMSFR 2011/D1. Whilst this is only a draft ruling, it does demonstrate t...

Income Tax: When a Superannuation Income Stream Commences and Ceases

The ATO has recently released draft ruling TR 2011/D3 – Income tax: when a superannuation income stream commences and ceases.  This ruling is proposed to apply from 1 July 2007 and its relevance for advisers and trustees is high, as it determines the stages in which a member’s account balance is in tax exempt pension phase, or taxable accumulation phase.

Documentation Focus - Discretionary Trusts

Discretionary Trusts, otherwise known as Investment or Family Trusts, are a widely used investment vehicle.  The Topdocs Discretionary Trust provides for a wide range of beneficiaries within the family group, as well as allowing for distributions to associated companies and trusts.  Available as instant download, advisers can order the Topdocs Discretionary Trust package online and instantly download their fully completed documents within minutes, for only $159.

Corporate Trustees vs Individual Trustees in SMSFs

Companies offer a wide range of benefits when used as the trustee of a SMSF.  Reduction of litigation exposure, certainty of control upon death, and administrative effeciency are some of the reasons to choose a Corporate Trustee over Individual Trustees.

SMSF Borrowing - Case Studies

Michael Spakman provides a practical approach to SMSF Borrowing through a series of case studies discussing the common, and the not so common, scenarios our clients have brought to us.

SMSF Borrowing - Rulings and Releases

With Superannuation borrowing still in its infancy stage, the regulatory bodies associated with these types of transactions have released a number of rulings, draft rulings, alerts and publications clarifying their positions in relation to SMSF instalment warrants.  Topdocs Director Michael Spakman discusses the more pertinent of these rulings and the implications for your clients.

SMSF Borrowing Qs and As

Borrowing through your SMSF is not as difficult a process as you may think.  As a market leader in SMSF borrowing documentation, Topdocs has compiled a list of the most commonly asked questions regarding Complying SMSF Loans (sometimes called ‘instalment warrants’) to help financial advisers and trustees to disseminate the vast amount of information in the marketplace regarding SMSF borrowing.