Articles by Jason Spits

FASEA

FASEA exam suitable for all advisers

FASEA exam advisers

The mandatory adviser exam can be passed by all types of advisers and the current pass rate is evidence of that, according to FASEA.

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Accounting, Financial Planning

Accountants backing away from SMSF advice

SMSF advice accountants

The number of accountants offering advice to SMSF clients via financial planning arrangements has dropped markedly in the past year.

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Superannuation, Tax

Super info to be shared in separations

superannuation separation

The superannuation balances of separating couples will be transparent to each party under proposed changes put forward by the government.

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Investments, Retirement

Magellan launches retirement income fund

Magellan retirement income

Magellan has launched an ETF aimed at investors seeking retirement income with low volatility.

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Pensions

Drawdown rate to remain halved for next year

pension drawdown rate

The minimum pension drawdown rate will remain at 2.5 per cent for another year as the government extends this COVID-19 relief measure for retirees.

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Property

Property funding via contributions a grey area

property funding contributions

SMSFs using contributions strategies to fund a property development may still trip over tax rules that are yet to be clarified.

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LRBA, Superannuation

Sector growth unimpeded by COVID-19

SMSF sector growth

The growth of the SMSF sector has continued into a third successive quarter after taking a small hit at the height of the coronavirus pandemic.

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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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