Articles by Jason Spits

Superannuation

Budget measures will become election promises

SMSF budget measures

The SMSF sector is likely to see budget changes from this year re-announced as election promises rather than as enacted bills in the next year.

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Business News

Hub24 revises Class offer

Hub24 Class dividend

Hub24 has upped the cash price it will pay for Class shares and made changes to future dividend payments under the purchase scheme.

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Superannuation, Tax

Cancelling ABN creates SuperStream glitch

SuperStream ABN

The cancellation of an SMSF’s ABN upon closure of the fund is creating problems with the rollover of tax refunds via SuperStream.

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Regulation

Election places super changes under cloud

Election super changes

A number of long sought-after changes may not pass through parliament before the next election due to a limited number of sitting days in the first half of 2022.

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ETFs

Fidelity launches demographics-based ETF

Fidelity demographics ETF

Fidelity has created an ETF version of a global demographic fund in response to demand for actively managed listed funds.

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Investments

PIMCO introduces its first listed investment trust

PIMCO income LIT

The demand for income-generating investments has resulted in PIMCO planning for the releasing of a new listed investment trust in 2022.

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Financial Planning

Consider capacity across a spectrum

client capacity

Advisers should not presume the incapacity of a client to act in one area will restrict them from acting in another.

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Financial Planning, Regulation

Labor stance on degrees welcomed

Labor advisers degree

The federal opposition’s promise that it will not require experienced advisers to hold a degree has been welcomed by the SAFAA.

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Pensions

TBA can create pension payment trap

TBA pension payment

Unreviewed death benefit pension plans may saddle a surviving spouse with funds that could get pushed out of the super system.

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Business News

Melbourne Uni to offer SMSF tax course

SMSF tax course

The University of Melbourne will run a three-day intensive course on tax and SMSFs led by two SMSF legal experts.

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