Articles by Jason Spits

ATO

ATO letter campaign boosts trustee awareness

ATO investment trustees awareness

The ATO has yet to consider if it will write to trustees again raising concerns over investment strategies, claiming the current campaign has raised sufficient awareness.

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Features

2019 SMSF roundtable: Back to the future

smsf roundtable 2019
&

Selfmanagedsuper‘s annual SMSF Roundtable discussed the impact of key events in advice, policy developments and trustee education.

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FASEA, Financial Planning

Govt drops associations from adviser oversight

financial advice ethics enforcement

Financial advice associations have been cut out of the code of ethics enforcement model as tge government announces the creation of a new disciplinary body.

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Regulation, Superannuation

Trustees given clarity on NALI expenses

trustees SMSF free services

Trustees can provide services free of charge to their own fund but must be aware of which capacity they are acting in when they do so, according to an SMSF legal expert, who claims a new ruling has clarified these conditions.

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Superannuation, Tax

Success of super may mean inheritance taxes

superannuation inheritance taxes

The large sums of money currently in superannuation that are being passed on to succeeding generations is likely to lead to the introduction of inheritance taxes, a boutique advice firm has predicted.

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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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