Articles by Jason Spits

FASEA

FASEA exam attracts record registrations

FASEA exam record registrations

Around 5000 financial advisers will have registered for FASEA exams during 2019 with a record number set to take on the exam in December.

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Accounting, Financial Planning

Accountants and planners will continue to converge

converge accountants financial planners

A boutique advice firm has predicted further convergence between accountants and financial planners as the latter move away from being investment managers.

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ATO, Documentation

ATO issues annual return reporting reminder

SMSF reporting NALI LRBA

The ATO has reminded trustees of additional reporting requirements around NALI and LRBA that will be included in this year’s SMSF annual return.

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Appointments

SMSF Association appoints new board chair

SMSF Association board chair

The SMSF Association has named a new chair and vice chair to its board after the government appointed the former chair to its retirement review panel.

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Accounting, Financial Planning

Accounting bodies seek new advice solution

accountants financial advice model

Accountants will be asked to contribute ideas towards the development of a new financial advice model aimed at reducing regulatory burdens and costs to consumers.

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Residential Property, Retirement

Retirement review has scope to evaluate policy

family home assets test

The review into retirement income will have the ability to assess current policies by gathering facts-based evidence including the exclusion of family homes from the assets test.

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Investments, Retirement

Retirement income products too hard for some

retirement income products

Investment managers have not produced more retirement income products because some don’t have the capability or patience to do so, one product provider has claimed.

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Retirement, Superannuation

Australia in retirement wellbeing top 10

retirement wellbeing top 10

Australia has been named as a top ten nation for the level of overall wellbeing experienced by its retirees but lagged behind in the area of quality of life, according to new report.

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ATO, Investments

ATO letters a wider SMSF warning

ATO letters warning SMSF

Letters sent by the ATO to nearly 18,000 SMSFs may serve as a warning to a far greater number of funds with similar strategies, an SMSF expert has claimed.

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Superannuation

Abbott reboots SMSF Party plans

Grant Abbott SMSF Party

SMSF expert Grant Abbott will re-register his political party which aims to represent the interests of self funded retirees, SMSF members and trustees.

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