Articles by Jason Spits

Documentation

Digital signatures still not ideal for deeds

Digital signatures SMSF deeds

Making permanent changes to federal laws to allow electronically signed digital trust deeds will only assist SMSFs when all the states implement similar changes.

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Superannuation

Impersonal super misses target

impersonal superannuation

Single-solution superannuation offerings prevent fund members from finding the best contribution and investment mix for their retirement goals.

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ASIC

ASIC moves against unlicensed SMSF advice

unlicensed SMSF firms

ASIC has taken court action to prevent the provision of unlicensed SMSF advice, which it alleges has led to the loss of investor funds.

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Superannuation

Related party purchases must be clean

Related party purchases

Trustees must ensure any purchase from a related party is not a proxy for a loan or financial assistance to avoid breaching their obligations.

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ASIC

ASIC chiefs vacate roles over expenses

ASIC Shipton Crennan expenses

The two most senior leaders at ASIC have vacated their positions after they were found to have received remuneration in excess of allowable limits.

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Compliance, FASEA

Conflicts standard needs further work

conflicts of interest FASEA

The AFA has called for further work to be done to clarify the impact of conflict of interest provisions in the FASEA code of ethics.

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Education, FASEA

FASEA shifts Melbourne exam online

FASEA Melbourne exam

Melbourne-based advisers will only be able to sit the FASEA exam remotely as exam centres remain closed for the third time due to COVID-19.

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ASIC, Financial Planning

Property spruiking diminishes

SMSFs property spruiking

Unlicensed advice remains a concern for ASIC, which has asked advisers to report any instances of such behaviour they might come across.

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Financial Planning

Misconceptions preventing robo-advice uptake

robo-advice misconceptions

Misconceptions about regulatory barriers to digital advice are preventing advisers from adopting it despite the presence of information to the contrary.

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ATO, Compliance

ATO penalties must be defensible and just

ATO penalties SMSF

ATO case officers must have defensible reasons for imposing multiple penalties on an SMSF trustee, new guidelines have revealed.

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