Articles by Jason Spits

Superannuation

SMSFs still on top for member satisfaction

SMSFs member satisfaction

SMSF members continue to report very high levels of satisfaction with the performance of their fund, according to rolling research.

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Financial Planning

Professionalism held back by licensing regime

advice licensing regime

Financial advice will not move forward as a profession while practitioners are dependent on licensees to allow them to practice, according to an industry body.

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Pensions, Superannuation

Work test, legacy pension details clarified

work test bring forward

The government has clarified how the proposed work test and non-concessional contribution bring-forward rules outlined in the budget will operate.

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Pensions, Superannuation

Govt releases ECPI changes draft legislation

ECPI legislation

Two years after announcing changes to ECPI, the government has released draft legislation for industry consultation on the move.

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Financial Planning, Regulation

Advice regulations decades out of date

financial advice regulations

The regulations for financial advice are based on products and issues from 20 years ago which has driven up the current cost and complexity of advice for consumers.

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ASIC

Ex-van Eyk Research head faces court

van Eyk dishonesty charges

Seven years after van Eyk Research’s closure, ASIC has brought legal action against its former CEO, alleging he used his position to dishonestly gain an advantage for himself.

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Retirement, Superannuation

Retiree cost of living rises marginally

retirees cost living

The cost of a comfortable retirement increased slightly in the March quarter, with retirees spending more money on their homes and entertainment as COVID-19 restrictions eased.

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Property

Map transactions before developing property

property development transactions

SMSFs considering property development should map out the transactions required to avoid being accused of conducting a business within the fund.

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ATO, Superannuation

ATO offers dedicated help for SAR lodgements

ATO SMSF annual returns

The ATO will offer priority assistance to SMSF practitioners seeking a deferral arrangement for the lodgement of SMSF annual returns.

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Pensions

Death benefits locked into super

death benefits superannuation

Death benefits can be hard to turn off in a superannuation environment and may even become a burden for members who don’t want them.

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