Articles by Jason Spits

Pensions

Valid pensions take precedence over BDBNs

Valid reversionary pension arrangements should take precedence over binding death benefit nominations, according to an SMSF document provider.

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Administration, Platforms

Praemium expands SMSF admin service

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Praemium has continued to build out its SMSF administration service, offering tax and audit reporting services to further benefit existing clients.

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ATO, Strategy

Paperwork and purpose provide NALI protection

Having sufficient paperwork and an investment strategy aligned to the purpose of an SMSF will help avoid claims against NALI arrangements, according to a financial services lawyer.

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Education, FASEA

FASEA approves bridging and diploma courses

FASEA; Graduate Diploma; bridging course

The Financial Adviser Standards and Ethics Authority has approved a number of graduate diploma and bridging courses, opening the way for advisers to meet their training obligations by the start of 2024.

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Superannuation

Election result should prompt new SMSF push

SMSF practitioners should use the result of the recent federal election to re-engage with consumers and push the case for SMSFs over retail and industry funds, according to an SMSF expert.

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ASIC, Financial Planning, Property

ASIC begins first conflicted remuneration case

SMSF; advice; conflicted remuneration

A Queensland SMSF advice business and its Perth-based licensee will face court in the first legal case dealing with conflicted remuneration related to financial advice.

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Administration, Strategy

30 June traps avoidable, but record-keeping vital

Advisers have options to make contributions to an SMSF in the days leading up to the end of the financial year, but need to be proactive in recording dates of transfer.

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Features

They want you: A declaration of war

Uncle sam pointing finger

Are the calls for more regulations from the retail and not-for-profit sectors the first shots in a new turf war or sabre-rattling by a few vocal groups.

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Education, FASEA

Advisers told to wait before doing FASEA exam

Advisers should avoid becoming FASEA exam guinea pigs and instead increase their knowledge via courses before undergoing the test, according to a financial services academic.

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Retirement, Superannuation

Retirees squeezed by rates, longevity

Longer life spans and lower interest rates are putting pressure on retirement income streams that that could be resolved with new investment products.

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