Articles by Jason Spits

Financial Planning

Advice model needs complete rebuild

financial advice model

The problems of cost and availability in relation to financial advice can only be addressed by rebuilding the model from the ground up, the AFA has claimed.

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Accounting, Administration

Class releases trust administration product

class trust administration

Class has released a trust administration product that draws on its recent acquisitions and will integrate with its SMSF and investing platforms.

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Superannuation

SMSF death benefit rollover guidance issued

SMSF death benefit rollover

The ATO has expanded its guidance on how death benefit rollovers should be reported and payments made with specific instructions for SMSFs.

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Documentation

Topdocs unveils compliance tool

Topdocs SMSF compliance documents

Topdocs has released a wide-ranging SMSF document suite aimed at providing constantly updated information for advisers and their trustee clients.

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ATO

ATO clarifies death benefit rollover details

death benefit rollover

The ATO has clarified the status of how death benefit rollovers should be reported and how payments should be made following changes which were made law in June of this year but backdated to 1 July 2017.

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Financial Planning

Productive adviser exit will drive advice gap

financial advice gap

Any future advice gap will come from the departure of active advisers and not those biding their time until retirement, a consulting firm has predicted.

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Retirement

Self-funded retirees overlooked in budget

Self-funded retirees budget

Self-funded retirees have been given no support in the budget to offset income losses caused by the impact of COVID-19.

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Investments

New ratings house for complex investments

ratings house complex investments

A new ratings house will focus on investments outside the norm that are typically ignored by other research groups.

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Superannuation

Minimal super changes welcomed

Superannuation changes

The superannuation sector has welcomed the absence of changes to the mechanics of the super system in this year’s federal budget.

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Financial Planning, Superannuation

Advised consumers less likely to access super

financial advice early access

New research has found people who had received financial advice were less likely to dip into their savings to deal with the financial impact of COVID-19.

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