Articles by Jason Spits

Investments, Markets

Franking credits hit record levels

Strong market returns and special dividends have pushed franking credits to a record level.

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Investments, Markets

SMSFs under pressure to register for OTC activity

SMSFs using over-the-counter investment instruments have less than three weeks to secure a new fund identification code that will allow their continued use after 1 April.

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Strategy, Superannuation

Advisers seeking more information on early access

Access to superannuation benefits was a key issue for financial advisers during February, according to AMP.

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Insurance, Superannuation

SMSF members warned about life insurance opt-in changes

SMSF members with life insurance within APRA-regulated funds have been warned they may lose it if they fail to opt-in to cover under new legislative changes.

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Retirement, Superannuation

SMSF sector to hold market share for next decade

The SMSF sector will retain a steady share of the superannuation market, but further growth will be hampered by government and demographic changes.

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Accounting, Compliance, Platforms

Advice firm offers licensees new compliance solution

A Victorian advice firm has teamed with a large-scale software developer to offer advice groups a new compliance system.

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ETFs, Investments

ETFs find favour as SMSFs seek global exposure

SMSF, trustees, franking credits, AMP Capital

ETFs have been the main beneficiary of an interest in international equities from SMSFs during the second half of 2018.

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Accounting, Education, Financial Planning, Regulation

Accountants to benefit from advice market shake-up

The widespread changes to financial planning should allow accountants to establish their broader advice credentials.

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ASIC

Limited licence applications remain at low levels

ASIC figures have shown limited licence application are still at low levels. 

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Accounting

Corrective actions can head off ATO penalties

Advisers and accountants can help trustees avoid ATO penalties if they seek to take corrective action first and rectify problems that have occurred.

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