Articles by Jason Spits

Retirement, Superannuation

Think tank sparks war of words on SG rise

increase superannuation guarantee rate

Superannuation industry groups have reacted strongly to independent modelling that claims an increase in the SG rate would hit wages and make no difference to retirement incomes.

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ETFs

BetaShares unveils government bond ETF

government bond ETF

BetaShares has expanded its fixed income ETF range with the release of a government bond fund.

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Documentation

Court confirms ‘self-evident’ trustee appointments

court confirms trustee appointments

A recent court case has highlighted the key role an SMSF deed plays when trustees are appointed to a fund, with one expert labelling the case confirmation of a self-evident process.

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Education, FASEA

FASEA has made CPD more rigorous

FASEA CPD model

The continuing professional development model from FASEA has provided clarity around ongoing training, but has also set strict benchmarks for advisers.

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Appointments

Class appoints three to executive team

Class appoints three to executive team

Class has added three new recruits to its senior executive team as part of a change and expansion strategy it is pursuing.

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Property, Retirement

Downsizers tip $1b into super

Australians have used superannuation concessions for people downsizing their homes to make $1 billion of contributions into funds in the past year.

Older Australians have taken advantage of superannuation contributions for people downsizing their homes by moving $1 billion into their funds in the past year.

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Investments, Retirement

Franking credits an income buffer but not solution

franking credits; income streams;

Franking credit refunds have boosted retiree incomes, but new solutions are required to offset the low interest rate environment.

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LRBA, Property

Stay within safe harbour with LRBAs

LRBA; safe harbour; Division 7A

SMSFs should keep an eye on both the safe harbour guidelines and Division 7A to ensure loans made to the fund are not treated as contributions.

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Retirement, Strategy

Aged care skills needed to meet ethics code

Aged care; ethics; financial advisers

Financial advisers who fail to consider aged care as part of their advice offering may be in breach of ethics requirements set down by FASEA.

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Direct Property, LRBA

Safe harbour rate anomaly surfaces

SMSF; Safe harbour; rate

SMSFs with limited recourse borrowing arrangements may face higher interest rates under the safe harbour terms than those available in the market, a technical expert has warned.

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