Articles by Jason Spits

Property, Retirement

Reverse mortgage milestone passed

Pension Boost reverse mortgage

A specialist firm that helps pensioners access reverse mortgages has passed a milestone in approvals from a scheme run by the government.

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Financial Planning

Industry push for advice regime change

Industry bodies advice review

A group of 12 industry bodies has recommended the Quality of Advice Review focus on making advice easier to deliver by enabling the professionalism of practitioners

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Regulation

DDO regime should include carve-out

SMSFs DDO

SMSFs should be exempt from design and distribution obligations as they are not products, but personalised structures used by members to access products.

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Investments

Pooled investments favoured

SMSF pooled investments

SMSFs are using pooled structures for around one-third of their investments, according to an analysis of underlying funds from an administration provider.

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ASIC, Education

Exam pass rate stays low

ASIC adviser exam

The pass rate for the penultimate adviser exam has remained low, with many of those taking the exam resitting it for at least a second time.

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Accounting

New reporting timeframe for commutations

pension commutation reporting

SMSF members with commuted pensions must pay attention to new reporting dates to ensure any tax is correctly calculated.

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Financial Planning, Regulation

Specialist SMSF advice training a must

SMSF specialist advice training

SMSF advice should only be given by those with specialist training and this should be a mandatory requirement under any further advice reforms.

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BDBNs

SMSF BDBNs ruled as non-lapsing

BDBNs non-lapsing

BDBNs within an SMSF are not subject to lapsing rules, according to a High Court ruling that follows four other legal cases with similar findings.

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Financial Planning, Technology

Padua releases robo-advice solution

Padua robo-advice

Following on from the appointment of two senior staffers, Padua has released a new time-saving robo-advice offering.

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Technology

Map out cybersecurity processes

SMSF cyber-security

SMSF advisers and trustees must be clear about what cybersecurity processes are in place and should not merely accept them on face value.

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