Articles by Jason Spits

Education

Advisers embrace education en masse

advisers education

Financial advisers have drastically increased their uptake of courses to meet FASEA’s education standards, according to statistics released by the authority.

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NALI/NALE

Industry marshals NALE arguments

NALE super funds

A group of industry associations will collectively present case studies highlighting the impact of NALE provisions on super funds as part of a push to make changes.

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NALI/NALE

Government reviewing NALE impact

SMSFs NALE impact

The government is looking at the impact of NALE provisions on SMSFs and may offer a solution, according to an industry body.

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Financial Planning, Property

COVID issues key adviser concerns

advisers COVID relief

COVID relief measures for SMSFs and the use of property have been key areas of concern for advisers in the past quarter.

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Estate Planning, Retirement

Be wary about claims around incapacity

SMSF trustee incapacity

Any claims about the incapacity of an SMSF trustee must come with fully documented evidence and should not rely only of the word of an attorney.

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Financial Planning

ASIC further extends COVID SOA measures

ASIC advice relief

ASIC has extended relief measures which allow the use of records of advice for COVID-19 financial hardship-related advice until April 2022.

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Financial Planning

FPA welcomes FSC advice recommendations

FPA FSC advice

The FPA has welcomed recommendations from the FSC to reduce the cost and complexity of advice, noting they are consistent with its own reform plans.

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Investments, LRBA

Property investments clouded in statistics

property investments SMSF

The total percentage of property assets in SMSFs is split across different categories, but combining them under a single asset class shows property is the second largest investment area.

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Financial Planning

Redefine advice by its focus

advice personal circumstances

Government should define financial advice by its focus on an individual’s personal circumstances and not the nature of information provided.

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Cryptocurrency

BetaShares launches crypto ETF

betashares cryptocurrency etf

An ETF offering investments in companies servicing the cryptocurrency market will soon be launched on the ASX.

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