Articles by Jason Spits

Accounting, Financial Planning

Accountants, planners team up to expand SMSF offering

Accountants teaming with planners to expand SMSF offering

The number of accountants working with financial planners to boost their SMSF value proposition has climbed as trustees focus on advice expertise.

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Appointments, Superannuation

New super minister adds sector experience to role

The second Morrison ministry will feature a new face with 20 years’ experience in the financial services arena to oversee the superannuation sector.

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Pensions

BDBNs dangerous territory for advisers

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Advisers making changes to BDBNs or reversionary pensions may be engaging in legal work that could negatively impact on them and their clients.

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Education

FASEA begins assessing foreign qualifications

FASEA will begin assessing university qualification attained overseas, taking around two weeks to inform advisers if they meet the new education standards.

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Retirement, Tax

Tax impact of franking credits remains unaddressed

tax impact; franking credits

The impact of franking credit refunds on the wider tax base has yet to be addressed, despite refunds featuring prominently in the recent federal election.

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LRBA, Property

LRBAs to bounce back after election

limited recourse borrowing arrangements; LRBA; Grant Abbott

The use of limited recourse borrowing arrangements has been predicted to rebound in the coming months, driven by government support and lower property prices.

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Financial Planning, Investments, Tax

Franking credit planning premature

Advisers and clients who moved to offset the impact of Labor’s proposed franking credit refund ban should have waited until the legislation, according to SuperConcepts.

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LRBA, Superannuation, Tax

Election puts SMSF measures back on govt agenda

Green tick in box labelled yes

The coalition’s election win is likely to result in a number of stalled superannuation and SMSF measures being reintroduced into parliament within weeks.

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Investments, Pensions, Retirement

Hub24 platform adds Challenger annuities

Hub24 has added three annuity products from Challenger to its investment menu.

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Retirement, Tax

Labor voters turn against franking credit plan

The opposition’s plans to ban franking credit refunds has been rejected by Labor voters who have indicated they will switch parties over the issue.

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