Articles by Jason Spits

Strategy, Succession Planning

Trust structures key to succession planning

SMSF succession planning

The correct wording of a corporate trustee constitution for SMSFs is essential to compensate for gaps in legislation around the succession of a trustee director.

read more
Education, FASEA

Another 1000 advisers sit FASEA exam

FASEA exam

The last FASEA exam for 2020 has resulted in a pass rate of about 75 per cent, a figure below the average across all exams.

read more
ASIC

La Trobe rejects ASIC advertising action

La Trobe ASIC action

ASIC has commenced court action regarding advertising by La Trobe Financial Asset Management, with the manager rejecting allegations it was misleading.

read more
Education, FASEA

FASEA awards credits for designation study

FASEA credits

Study towards a professional designation from four industry associations has been recognised by FASEA and will receive credit for prior learning.

read more
Accounting, Auditing

Auditor links with accountants must be clean

Auditors ex-employee accountants

Auditors using former employees to complete financial statements for SMSF clients will fall foul of independence standards.

read more
Documentation

Incorrect resignations can void fund decisions

SMSF resignation

Trustee or directors may still be tied to an SMSF if their resignation is not carried out correctly, voiding all future actions of the fund.

read more
Documentation

Accounts deadline dropped

SMSF accounts deadline

A controversial proposal to force SMSFs to finalise accounts weeks before their lodgement has been abandoned by Treasury.

read more
Appointments, Business News

SuperConcepts head announces departure

SuperConcepts Lara Bourguignon

The head of SuperConcepts will leave before Christmas to take on a consulting role in the new year.

read more
FASEA

FASEA closure was on the cards

FASEA closing

The government’s decision to close FASEA was not unexpected, with hints it may take place appearing in a number of places in recent months.

read more
Features

SMSF Champions

In a year like no other, the SMSF sector has continued to support the retirement plans of more than 1 million Australians, ably assisted by a range of service providers with the best recognised in the eighth annual selfmanagedsuper CoreData SMSF Service Provider Awards. Tharshini Ashokan and Jason Spits take a look at why advisers […]

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.