Articles by Jason Spits

Investments

Zenith adds ESG overlay to all funds on list

responsible investment funds

Zenith Investment Partners has examined nearly 900 funds on its recommended list to assess the levels of adherence with responsible investing criteria.

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ATO, Property

AAT call casts shadow on 13.22c developments

13.22c real estate developments

Real estate developments in a 13.22c unit trust should be tested with the ATO before commencing after a recent case threw doubt on their validity.

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FASEA

Exam registration change open for feedback

FASEA exam registration

The advice sector has been given 14 days to respond to FASEA’s plans to drop the three-month registration requirement for the November exam.

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Documentation

Decision-making processes ignore key events

SMSF decision making

Decision-making processes inside SMSFs have adopted a one-size-fits-all approach that is unsuitable for when key events take place.

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Investments, LICs

Listed investment sector records bumper year

listed investment sector

The listed investment sector has increased in size by more than one-third in the past year on the back of strong markets and investor interest.

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Documentation

Paper documents better for pension disputes

paper documents SMSF

Original paper documents will have a greater impact on resolving a pension dispute compared to electronic versions whose validity is still open to debate.

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Auditing, Superannuation

Class launches auditor matching tool

SMSF accountants auditors

Class has launched a facility to link SMSF accountants with third-party auditors to allow them to meet independence guidelines.

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Compliance, FASEA

Standard 3 changes unlikely until 2022

FASEA Standard 3

Changes to Standard 3 of the FASEA Code of Ethics are unlikely to occur this year while adviser exams are still being conducted and the authority’s functions are shifting to government.

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Education, FASEA

November exam open to all advisers

FASEA November exam

FASEA has dropped the requirement for advisers to wait three months before sitting the November exam, giving all practitioners two more opportunities to pass.

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Pensions, Strategy

Indexation drives need for clear vision

indexation pension strategy

Changes due to indexation and COVID-19-related market movements require backward and forward views when setting out pension strategies.

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