Articles by Jason Spits

Retirement, Superannuation

Retirement status critical for TRIS

Advisers need to correctly assess the retirement status of clients to avoid TRIS problems.

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Regulation, Retirement

Govt broadens work test exemption

The federal government will allow people entering into retirement to make up to $300,000 in non-concessional contributions as a result of a change to the work test exemption.

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Investments, Platforms

Capital-protected fund pitched at retirees

A Brisbane-based boutique manager has opened a new capital-protected equities fund pitched at the pre and post-retirement sector.

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Accounting, ATO, Auditing

ATO to release banned SMSF trustee register

SMSF; review; industry fund

The names of banned SMSF trustees will be made more accessible to advisers and the public via a new register from the ATO.

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Compliance, Education, Regulation

FASEA ethics will overrule licensee obligations

Advisers will be required to consider client best interests ahead of licensee obligations when making ethical decisions.

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Education, Regulation

FASEA to help advisers map out education pathways

Advisers will be able to ask FASEA to match their past education with the most suitable education pathway under a new service to be launched by the authority.

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Financial Planning, Retirement

Retirement funding models ignoring aged-care costs

With clients living longer, advisers have been urged to consider helping clients fund the cost of care in the later years of retirement.

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Regulation, Retirement, Superannuation

PM labels franking credit proposal as theft

review: superannuation; retirement

The Prime Minister has pushed back on Labor’s franking credit proposal, branding it as theft and an unfair tax grab.

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Education, Regulation

Industry body revamps specialist adviser program

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The SMSF Association has announced changes to its specialist adviser program to ensure it corresponds with FASEA guidelines.

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Superannuation

SMSF Association highlights PC cost change as win

To kick-off the SMSF Association’s national conference today, its chair highlighted a number of advocacy wins for the industry body.

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