Articles by Jason Spits

Investments

Equity holdings to hit SMSF sector

SMSFs equity holdings

The high levels of equity holdings inside SMSFs will increase the decline in assets compared to other superannuation sectors, according to an industry research group.

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ASIC, FASEA, Financial Planning

Individual adviser oversight still unclear

advisers oversight

ASIC is still unsure whether it will have oversight over individual advisers from 2022, stating its authority only covered licensees under current legislation.

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FASEA

FASEA adds diploma to approved list

FASEA approved diploma

The list of courses approved by FASEA continues to grow with the addition of a diploma and bridging courses offered by a major university.

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ASIC

Fact sheet was best data to hand

SMSf fact sheet

ASIC has defended its use of numbers that overinflated the cost of running an SMSF, claiming they were reputable and the best available at the time.

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Documentation

Electronic signatures on table until 2021

Electronic signatures

Corporate trustees can still execute deeds electronically after the government extended measures exempting them from having to do so face to face using ink and paper.

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ASIC, Superannuation

ASIC faces another fact sheet grilling

ASIC fact sheet

ASIC’s first attempt to price the cost of running an SMSF has been raised as an issue of concern ahead of the regulator’s appearance before a parliamentary committee tomorrow.

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Strategy

Trustees need contribution date awareness

contribution date

Trustees need to be made aware different dates apply to when contributions can be made and birthdates are not always key markers for actions.

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Education

FASEA names hotspots as more pass exam

FASEA exam

Increasing numbers of advisers are passing the FASEA exam, but many are stumbling over a few key areas, leading to failure.

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FASEA, Financial Planning

Test ethical judgments through questioning

financial advisers professional judgement

Financial advisers can show their professional judgement is also ethical by viewing their actions from the point of view of an impartial third-party.

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Financial Planning, Regulation

ASIC unveils new dispute framework

internal dispute resolution

Financial advisers will fall under a new internal dispute resolution system from late 2020 that requires quick, but detailed, responses to complaints.

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