Articles by Jason Spits

Estate Planning, Financial Planning

New advice body details member costs, benefits

Contributions

No need to track early release recontributions

Documentation, Pensions

Guardian an alternative to BDBN or pension

FASEA

FASEA has right words, wrong form for conflicts

Accounting, Estate Planning, Financial Planning

Wealth transfer body to formally launch

Documentation

EPOAs not automatic solution

Estate Planning

Courts focus on BDBN form over substance

Investments

Private debt a cash replacement

Documentation

BDBN substitutes need same result

Pensions

Plan for legacy pension switch now

Copyright © SMS Magazine 2021

ABN 43 564 725 109

Benchmark Media

Site design Red Cloud Digital