Articles by Jason Spits

Investments, Platforms

Macquarie joins OpenInvest platform

Macquarie Investment Management (MIM) has been added to the OpenInvest platform, joining six other investment managers on the fledgling service.

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Documentation, Estate Planning, Financial Planning

SMSF expert to launch automated document service

A new automated document creation service built by I Love SMSF founder Grant Abbott will hit the market at the end of February.

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ASIC, Regulation

ASIC appeals best interest duty court decision

ASIC will return to the Federal Court to lodge an appeal regarding a test case around the provision of personal advice.

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Education

Industry veterans offer exam, PY mentoring

Advisers will be able to access a new professional year and exam mentoring program launched by two long-serving industry members.

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Superannuation

SMSF result strong as AMP profit plunges

The performance of AMP’s SMSF business, SuperConcepts, remained strong amid a significant fall in profits experienced by the financial services company.

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Regulation

Bill to expand SMSF size tabled

SMSFs will be able to service up to six members by mid-year under legislation introduced into Parliament today.

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Administration, Tax

Class offers new automated tax statement service

Class has introduced an automated tax statement system that can create individual or bulk statements for directly held securities.

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Regulation

Stalled legislation should trump royal commission

The banking royal commission recommendations should not be rushed through Parliament, which still has to deal with stalled legislation, claims the FSC.

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Regulation, Retirement

Franking credit campaign ‘misrepresentations’ addressed

The head of Wilson Asset Management has rejected claims he has formal ties to Liberal MP Tim Wilson, despite both campaigning against the removal of franking credit refunds.

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LRBA, Property

New call for total LRBA ban

A total ban should be placed on all LRBAs due to their high risks, according to a property research house.

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