Articles by Jason Spits

Appointments

Clime names new advice, SMSF administration head

Clime Investment Management has recruited the former head of private wealth at two major banks to head its private wealth business.

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Administration, Superannuation

SMSF Association highlights value of Class data

The SMSF Association has claimed cost comparison data produced by Class is an important corrective to numbers presented in the Productivity Commission’s final report.

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ASIC, Superannuation

SMSF product design obligations hard to police

Adding product design and distribution obligations to the creation of SMSFs would be hard to monitor, according to an actuarial firm.

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Administration, Business News

SuperConcepts names interim CEO

SuperConcepts has named an interim CEO while it seeks a permanent replacement for Natasha Fenech.

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Superannuation

PC report doesn’t match evidence presented

Rice Warner has criticised the Productivity Commission’s final report into superannuation, claiming the organisation moved away from the evidence presented to it.

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Financial Planning, Regulation

SMSF advisers add to rise in planner numbers

The number of advisers increased rapidly in late 2018, driven partly by SMSF advice providers registering before the imposition of new education standards.

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Education

Industry conferences still a good CPD source

Industry events will remain a valid source of CPD, with advisers able to use them to access training beyond FASEA’s minimum requirements.

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Education

Advisers need to focus on new CPD regime

Close-up of a magnifying glass

The CPD requirements for financial advisers have shifted and practitioners need to consider the time and content of training to meet new FASEA standards.

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ASIC, Regulation

SMSF adviser banned for 25 years

Court action initiated by ASIC has resulted in an SMSF adviser being removed from the industry for 25 years for misusing client funds.

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Investments, Markets

Younger investor share trading on the rise

The number of younger investors trading shares has increased, but they are still choosing well-known names in the domestic market.

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