Articles by Jason Spits

Compliance, Education, Regulation

FASEA ethics will overrule licensee obligations

Advisers will be required to consider client best interests ahead of licensee obligations when making ethical decisions.

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Education, Regulation

FASEA to help advisers map out education pathways

Advisers will be able to ask FASEA to match their past education with the most suitable education pathway under a new service to be launched by the authority.

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Financial Planning, Retirement

Retirement funding models ignoring aged-care costs

With clients living longer, advisers have been urged to consider helping clients fund the cost of care in the later years of retirement.

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Regulation, Retirement, Superannuation

PM labels franking credit proposal as theft

review: superannuation; retirement

The Prime Minister has pushed back on Labor’s franking credit proposal, branding it as theft and an unfair tax grab.

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Education, Regulation

Industry body revamps specialist adviser program

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The SMSF Association has announced changes to its specialist adviser program to ensure it corresponds with FASEA guidelines.

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Superannuation

SMSF Association highlights PC cost change as win

To kick-off the SMSF Association’s national conference today, its chair highlighted a number of advocacy wins for the industry body.

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ASIC

SMSF advice up for further review after probes

ASIC will use recommendations from the Productivity Commission and banking royal commission to inform its next review of advice in the SMSF sector.

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Superannuation, Tax

ALP proposals aimed at boosting industry funds

Proposed changes to superannuation and tax are designed to bolster industry funds, according to I Love SMSF founder Grant Abbott.

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ASIC, Regulation

ASIC sets up new enforcement arm following RC

ASIC has created a separate enforcement division as part of its response to the recommendations of the banking royal commission.

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Investments, Platforms

Macquarie joins OpenInvest platform

Macquarie Investment Management (MIM) has been added to the OpenInvest platform, joining six other investment managers on the fledgling service.

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