Articles by Jason Spits

Financial Planning, Regulation

Recommendations will alter fee arrangements

Royal commission recommendations

The next round of Hayne royal commission recommendations to be implemented may alter the frequency with which advisers get approval for their fee arrangements.

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Financial Planning

Advice improves financial, mental well-being

financial advice mental well-being

New research has found the take-up of financial advice by consumers can have a positive impact on their mental health alonsgide the usual financial benefits

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ATO

ATO cuts six-member fund work

Six member SMSFs

Two key measures introduced as part of federal budgets have been removed from the ATO’s work schedule after supporting legislation failed to enter parliament.

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ATO, Investments

Detailed investment strategy guidance coming

ATO investment strategy guidance

New guidance on SMSF investment strategies will soon be released, with an expert tipping the ATO will roll out detailed assistance for trustees.

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Business News

Class acquires NowInfinity

Class NowInfinity

SMSF documentation provider NowInfinity has been sold to SMSF administrator Class in a deal that will be completed by month’s end.

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Business News, Investments

VanEck launches first active ETF

VanEck first active ETF

VanEck will focus on the emerging market bond sector as a source of income for the launch of its first active ETF in Australia.

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Regulation

Call to scrap active member test

Active member test

The active member test should be dropped in favour of longer time frames to manage an SMSF from overseas to better reflect changing work patterns, the SMSFA says.

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Estate Planning, Succession Planning

Wider asset pool key to SMSF advisers’ future

estate planning SMSF advisers

SMSF advisers should expand their skills to include estate planning to engage with clients who will pass on trillions to family in the next 20 years.

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Financial Planning, Retirement

Super, advice reduce retirement income stress

retirement income stress

Superannuation savings and financial advice are have been identified as key drivers in reducing stress around retirement income adequacy.

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Regulation, Superannuation

Number of TSB thresholds should be cut

total superannuation balance thresholds

The number of total superannuation balance thresholds in use is confusing for trustees and advisers and should be reduced to two simple benchmarks, according to the SMSF Association.

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