Articles by Jason Spits

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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Retirement, Superannuation

Govt dilutes Work Test and extends bring-forward rule

Ahead of tomorrow’s Federal Budget, the Government has announced changes to super pitched at new retirees.

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Education

Advisers warned not to underestimate FASEA exam

The open-book nature of the FASEA adviser exam will not make it easier for advisers, who have been warned they have limited time to pass the mandatory exercise.

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Superannuation, Tax

Franking credits refund ban to still begin from 1 July

tax impact; franking credits

The abolition of franking credit refunds would begin from 1 July 2019 under a Labor Government, regardless of whether the required legislation was passed.

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Retirement, Superannuation

ASFA calls for SG rise from this year onward

ASFA has called for the SG rate to begin moving to 12 per cent after this year’s budget if there are indications of a future surplus.

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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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