Articles by Jason Spits

Accounting

NALI, LRBA changes unlikely to pass before poll

A bill to make changes to the rules around calculations for NALI and the value of assets in an SMSF with an LRBA are likely to lapse after stalling in the Senate.

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Appointments

SuperConcepts appoints permanent CEO

SuperConcepts has named an AMP senior staffer as its new permanent CEO.

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Investments, Platforms

ASIC acts on AMPFP over managed account services

Shifts in the provision of managed accounts has resulted in additional licence conditions being imposed on AMP Financial Planning.

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Investments, Pensions, Tax

ALP franking credit policy doesn’t abandon self-funded retirees

The opposition’s treasury spokesman has described Labor’s plan to scrap franking credit refunds for certain individuals as closing a loophole instead of withdrawing support for self-funded retirees.

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Pensions, Superannuation

Changes made to ECPI calculation rules

Maths on a blackboard.
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The methodology for calculating ECPI has been changed, allowing trustees in accumulation and retirement phases in one financial year to choose their preferred method of calculation.

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Superannuation

SuperStream start date pushed back to 2021

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SMSFs will have wait nearly 18 months more to access the SuperStream system, which will now be introduced in early 2021.

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Superannuation, Tax

Super fund mergers granted permanent tax relief

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Super funds looking to merge will be granted tax relief on a permanent basis from the next financial year.

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Investments, Superannuation, Tax

Government super taxes hit by share buy-backs

Taxes collected by the government from superannuation funds are expected to dip as a result of recent off-market share buy-backs.

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ASIC, Education, Superannuation

Super complaints, consumers given funding boost

The government will investigate the creation of an advocacy body for superannuation consumers, while providing funding to deal with unresolved complaints.

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Features

The known unknowns of Labor super policy

Man standing in small boat using telescope

SMSF trustees and advisers know what the opposition party has mapped out for the sector, but they will still need to wait before proposals become policies.

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