Articles by Jason Spits

ATO

ATO acts on SMSFs with outstanding annual returns

smsf annual tax return

SMSFs that have failed to lodge an annual return or have been involved in illegal early-release efforts have been blocked by the ATO and will not be able to receive funds.

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Platforms

BT enhances SMSF reporting on Panorama

BT Panorama SMSF reporting

BT has made a number of changes to its flagship investment platform, Panorama, including an enhanced SMSF reporting dashboard.

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ATO, Retirement

Basis for ATO TRIS guidance questioned

TRIS in retirement phase

A recent note from the ATO on how it views a TRIS in retirement phase has been questioned by a lawyer who believes the legal basis for it is unclear.

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ASIC, Regulation

ASIC acts on licensees outside dispute scheme

financial services complaints scheme

ASIC has moved to ensure financial services providers are covered by the industry dispute resolution scheme, prompting 50 firms to sign up to AFCA.

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Financial Planning, Investments

Strategy advice doesn’t need SOA but care required

SMSF investment advice

SMSF practitioners can give advice on an investment strategy without a statement of advice, but need to be aware they may be held liable for losses stemming from that advice.

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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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