Articles by Jason Spits

Compliance, Contributions, Pensions

Caps only barrier to pension

Non-concessional contribution Pension Total superannuation balance Contribution cap

A contribution being succeeded by a pension in short order is allowable with the only barrier to the former being the relevant caps that may apply.

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Education, financial advice

Improved new adviser pathway proposed

Joint Associations Working Group JAWG Financial advice New entrants Education pathway

The Joint Associations Working Group has proposed improvements to the pathway for new entrants to the advice sector, including specialist areas of study.

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Legislation, SMSFA, Tax

Div 296 hearing disappointing

SMSF Association Division 296 tax Senate

The SMSF Association has labelled its time at a Senate inquiry into the proposed Division 296 tax as disappointing with limited time to address problems with the draft legislation.

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Appointments, financial advice

FSC expands to include advice licensees

Financial Services Council Appointment Board of directors advice licensees membership

The FSC has expanded its membership to include financial advice providers, adding two licensee heads to its board of directors.

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Investments, SMSF, SMSFA

Little benefit in performance test

Performance test SMSF SMSF Association Investment strategy

Extending a performance test applied to APRA-regulated funds to the SMSF sector would add red tape and increase costs without any benefit.

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financial advice, Retirement

Retirement funding vague for many

Colonial First State Retirement funding Financial advice ASFA

Many Australians have an inflated idea of what it will take for them to retire comfortably, yet few engage with their fund or advisers to seek help or advice.

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financial advice

Inquiry needed on Dixon compensation funding

Financial Advice Association Australia Compensation Scheme of Last Resort Dixon Advisory Sarah Abood

The FAAA has called for an inquiry as to why financial advisers will fund compensation claims against Dixon Advisory despite it closing two years before the industry recourse scheme started.

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ESG, ETFs, Investments

Russell Investments unveils multi-strategy ETF

ESG ETF exchange traded fund Russell Investments

Russell Investments has released its first multi-strategy ETF, which will be focused on ESG considerations.

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ETFs, Investments

Betashares to launch geared ETFs

Geared funds ETF Betashares

Betashares is launching a new range of ETFs offering a moderate level of internal gearing, with two funds set to be released later this month.

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