Articles by Jason Spits

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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Documentation, Superannuation

Corporate trustee needs standalone company

SMSF corporate trustee

SMSFs looking to set-up a corporate trustee should use dedicated companies for the task as pre-existing vehicles may breach the law.

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Compliance, Documentation

Documentation leading cause of compliance failure

trustees documentation compliance

Documentation compliance continues to be a key issue for SMSFs with many trustees ignorant of their obligations and requiring adviser assistance to educate them.

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Regulation, Tax

Accountants split on tax advice oversight

Accountants split on planner tax advice oversight

Accounting and tax bodies have taken a number of differing stances on which regulator should oversee tax advice provided by financial planners, with one calling for no regulation at all.

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Accounting, Financial Planning

Accounting bodies cold on advice exemption return

limited advice exemption accountants

Two major accounting bodies have recommended the advice exemption for accountants should not be introduced, but rather a wider review of the tax advice system should take place.

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Accounting, Financial Planning

Support exists for accountants’ exemption rebirth

Accountants could play a role in satisfying the current unmet financial advice needs of Australians if an “extended accountants’ exemption” was introduced, according to a major accounting body.
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Accountants could play a role in satisfying the current unmet financial advice needs of Australians if an “extended accountants’ exemption” was introduced, according to a major accounting body.

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