Articles by Jason Spits

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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LRBA

Safe harbour rate crucial in loan relief

Safe harbour loan relief

SMSFs should not overlook the changes to the safe harbour interest rate when reporting COVID-19 loan relief linked to related-party LRBAs.

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Appointments, ATO

ATO makes key SMSF appointment

ATO SMSF appointment

The ATO has appointed a senior executive to a key role assisting SMSFadvisers, auditors and trustees to meet their obligations.

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Accounting, Financial Planning, Superannuation

Best interest may require referrals

SMSF accountants best interest

SMSF accountants facing questions about investments may need to refer clients to other advice providers under best interest obligations.

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Education, FASEA

More advisers passing FASEA exam on resit

FASEA exam

Close to 12,000 advisers have sat the FASEA exam with those doing it for the second time increasing the rate at which they are passing.

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Investments

Inexperience with derivatives will create losses

SMSF derivatives

Inexperienced SMSF trustees seeking new sources of retirement income are likely to lose out by investing in derivatives.

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