Articles by Jason Spits

Financial Planning

Advisers facing annual registration system

financial advisers registration

Advisers will need to be registered by their licensees each year to stay in business under a proposed measure contained in draft legislation released by the government today.

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Financial Planning

Abolish SOAs, redefine advice to cut costs

SOA cost advice

The scrapping of SOAs and a clear distinction between general and personal advice would reduce the cost of advice, according to the FSC.

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ASIC, Financial Planning

ASIC extends COVID-19 advice relief

ASIC COVID advice relief

Financial advisers will be able to use records of advice for COVID-19-related matters with existing clients for another six months following an extension by ASIC.

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Practice Management

New business sources at practitioners’ door

business sources practitioners

Financial advisers and accountants have seven sources of new business already available to them that can be used immediately, a practice management consultant has claimed.

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Strategy

Deathbed payments create advice opportunity

Deathbed payments

SMSF practitioners should be looking at how they can assist clients with deathbed payments as many struggle with the complex issues involved.

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ETFs

Criticism of ETFs skewing markets rebuffed

criticism ETFs skewing

ETFs did not skew market movements during the 2020 share market dip, but created transparency and accessibility to trade for investors.

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Investments, Strategy

Investment strategy has no restrictions

Investment strategy restrictions

Trustees are free to add any asset they wish to their investment strategy as that document has no restrictions on it, but they should still factor in external controls.

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ETFs

ETFs move past $100 billion mark

ETF $100 billion

Strong growth in the Australian ETF sector has pushed funds under management past $100 billion, with further increases predicted for 2021.

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ATO, Superannuation, Tax

NALI homework tripping up trustees

NALI rules SMSF trustees

SMSF trustees are still falling short of meeting the rules surrounding arm’s-length transactions despite many putting in the effort to better understand their obligations.

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Financial Planning

Wealthy investors not engaging with advice

wealthy investors financial advice

High net worth investors have indicated they like the idea of financial advice, but few have taken steps to actually receive any, according to Investment Trends.

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