Articles by Jason Spits

Education

CPD plan deadline looms

Advisers will not be required to complete a year’s worth of CPD by the end of June, but still must have a plan in place by the end of this month.

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Accounting, Financial Planning

IPA flags licence offering to help fill advice gap

The IPA is developing a licensing regime to help advisers make the shift into providing financial advice.

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LRBA

Bowen calls out govt for trailing banks on LRBA ban

The major banks have done more to reform LRBAs than the Federal Government, according to the Shadow Treasurer Chris Bowen.

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ATO, LRBA, Superannuation

Low balances, one-stop-stops still LRBA concerns

The ATO remains concerned about low balance SMSFs using LRBAs and the provision of advice related to the arrangements.

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LRBA, Superannuation

LRBAs not creating systemic risk

The use of LRBAs was not creating systemic risk in the superannuation or financial system according to research conducted by the ATO and Council of Financial Regulators.

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Management, Practice Management

SMSF practice benchmark tool released

FASEA; education; tool

SMSF practitioners can examine areas of improvement using a new tool unveiled by Smarter SMSF.

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Accounting, Superannuation

Value of services misaligned between accountants, clients

Accountants and their clients are likely to have different views on what services are useful and therefore worth paying for.

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ATO, Strategy

ATO highlights professional advisers’ role in compliance

Professional advisers have been recognised by the ATO for their work in ensuring SMSF trustees maintain their obligations.

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Education, Superannuation

SMSF Association revamps trustee education website

The need for greater trustee education has led the SMSF Association to relaunch its consumer-oriented website.

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Investments, Strategy, Superannuation

Default options, inertia key drivers for members

New research from Vanguard has shown the default option in investments and asset allocations is the predominant setting for most super fund members.

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