Articles by Jason Spits

Accounting, Compliance, Platforms

Advice firm offers licensees new compliance solution

A Victorian advice firm has teamed with a large-scale software developer to offer advice groups a new compliance system.

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ETFs, Investments

ETFs find favour as SMSFs seek global exposure

SMSF, trustees, franking credits, AMP Capital

ETFs have been the main beneficiary of an interest in international equities from SMSFs during the second half of 2018.

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Accounting, Education, Financial Planning, Regulation

Accountants to benefit from advice market shake-up

The widespread changes to financial planning should allow accountants to establish their broader advice credentials.

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ASIC

Limited licence applications remain at low levels

ASIC figures have shown limited licence application are still at low levels. 

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Accounting

Corrective actions can head off ATO penalties

Advisers and accountants can help trustees avoid ATO penalties if they seek to take corrective action first and rectify problems that have occurred.

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Retirement, Superannuation

Retirement status critical for TRIS

Advisers need to correctly assess the retirement status of clients to avoid TRIS problems.

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Regulation, Retirement

Govt broadens work test exemption

The federal government will allow people entering into retirement to make up to $300,000 in non-concessional contributions as a result of a change to the work test exemption.

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Investments, Platforms

Capital-protected fund pitched at retirees

A Brisbane-based boutique manager has opened a new capital-protected equities fund pitched at the pre and post-retirement sector.

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Accounting, ATO, Auditing

ATO to release banned SMSF trustee register

SMSF; review; industry fund

The names of banned SMSF trustees will be made more accessible to advisers and the public via a new register from the ATO.

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Compliance, Education, Regulation

FASEA ethics will overrule licensee obligations

Advisers will be required to consider client best interests ahead of licensee obligations when making ethical decisions.

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