Articles by Jason Spits

Financial Planning

Wealthy investors not engaging with advice

wealthy investors financial advice

High net worth investors have indicated they like the idea of financial advice, but few have taken steps to actually receive any, according to Investment Trends.

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Estate Planning, Strategy

Exempt trust income treatment still unclear

excepted trust income

The treatment of assets passed from a super fund to a testamentary trust remains unclear after changes made in last year’s budget.

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Investments

Managed accounts appealing to SMSFs

managed accounts SMSFs

Advisers are making greater use of managed accounts for SMSFs, according to new research, using them to offer diversification and yield.

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Retirement

New longevity calculator for clearer outcomes

longevity calculator

A pension provider has created a new longevity calculator using statistics and health data to provide a clearer view on retiree lifespans.

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ATO, Investments

Asset listing a strategy percentage alternative

Assets list investment strategy

A list of assets by type and monetary worth instead of by percentages is allowed in an SMSF investment strategy despite the ATO’s focus on the latter.

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ATO, Auditing

ATO confirms independence threat details

auditor independence threat

The ATO has confirmed what may threaten auditor independence when a large volume of business comes from a single referral sources.

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Compliance

Poor trustee history can close funds

SMSF trustee history

The inclusion of a trustee with a poor compliance history can create future problems for an SMSF and lead to the ATO making the fund non-compliant.

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Appointments

AMP confirms change of CEO

AMP CEO change

AMP will have a new chief executive after the company confirmed a senior ANZ executive will replace Francesco De Ferrari.

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Retirement

Retirees running out of super before death

superannuation death

New research has found most retirees currently run out of super well before their death, contrasting recent claims they are sitting on large sums.

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Documentation, Pensions

Pension tool targets documentation accuracy

pension documentation

Heffron has released a new pension documentation tool aimed at providing more clarity around the timing and decisions that led to the start of a pension.

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