Articles by Jason Spits

Investments

Frozen fund investors given hardship relief

frozen fund relief

Investors with money locked in frozen managed funds will be able to access up to $100,000 under new ASIC relief measures.

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ASIC, Financial Planning

Henderson pleads guilty to dishonest conduct

Sam Henderson guilty

Former financial adviser Sam Henderson has pleaded guilty to charges related to false claims he held a Master of Commerce qualification.

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Documentation

Court case confirms EPOA risks

SMSF enduring power of attorney EPOA

A recent court case has highlighted the risks linked with not limiting the extent of an enduring power of attorney.

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ASIC, Financial Planning

ASIC bans adviser over risky advice

ASIC banned Adelaide adviser

An Adelaide-based adviser has been banned for failing to act in his clients’ best interests, including giving advice that ignored the SMSF investment strategy.

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Superannuation

Control still key driver for SMSFs

SMSF investment control

Control over investments remains the key driver for setting up an SMSF, with concerns over property being overblown, according to new research.

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Investments

Challenger releases RBA-linked annuity

Challenger annuity

Challenger has expanded its annuity range with the release of a guaranteed floating-rate lifetime annuity linked to the Reserve Bank of Australia cash rate.

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Financial Planning

SMSF advice falls as need grows

SMSF financial advice

The number of SMSFs using a financial adviser has dropped relative to the size of the sector, even as the scope and intensity of advice needs have increased.

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Documentation

EPOA risks can be managed via trust deed

Enduring powers of attorney SMSF

Enduring powers of attorney can create risks for SMSF trustees, but these can be managed by limiting attorney powers within a trust deed.

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ASIC, Auditing

ASIC disqualifies 36 SMSF auditors

ASIC disqualification SMSF auditors

A failure to maintain SMSF audit experience has resulted in disqualification for 36 auditors and conditions being imposed on a further six practitioners.

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Auditing

Audit rules to drive fund moves

SMSF auditors independence

New independence requirements for SMSF auditors will drive hundreds of thousands of funds to seek a new auditor as the ATO seeks greater separation of services.

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