Articles by Jason Spits

ETFs, Investments

Second Global X growth focused ETF

Global X has added a second Growth at a Reasonable Price ETF to its product suite focusing on quality Australian companies.

Global X has added a second Growth at a Reasonable Price ETF to its product suite focusing on quality Australian companies.

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financial advice, Financial Planning, SMSF

SMSF structure stymies compensation

The Compensation Scheme of Last Resort has called for changes to payments that could be delayed due to SMSF trust structures.

The Compensation Scheme of Last Resort has called for changes to payments that could be delayed due to SMSF trust structures.

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ASIC, Education, financial advice, Financial Planning

Education disclosure still lagging

Around one fifth of advisers have yet to disclose whether they have met education standards which will allow them to practice next year.

Around one fifth of advisers have yet to disclose whether they have met education standards that will allow them to practice next year.

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Division 296, SMSF, Tax

Div 296 driving super engagement

Concerns around the proposed Division 296 tax are driving more people to consider SMSFs and the future of their retirement savings.

Concerns around the proposed Division 296 tax are driving more people to consider SMSFs and the future of their retirement savings.

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Documentation

Set up documents key in incapacity planning

The documents that set up an SMSF are important to consider when implementing a strategy to deal with trustee incapacity.

The documents that set up an SMSF are important to consider when implementing a strategy to deal with trustee incapacity.

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Auditing, Technology

AI audit dangers highlighted

A regulator has noted auditors must not be over-reliant on artificial intelligence and to examine the validity of any content it produces.

A regulator has noted auditors must not be over-reliant on artificial intelligence and to examine the validity of any content it produces.

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Appointments, Auditing

Specialist launches SMSF consultancy

SMSF audit, technical and education specialist Shelley Banton has revealed details of her new firm and its aims to service the sector.

SMSF audit, technical and education specialist Shelley Banton has revealed details of her new firm and its aims to service the sector.

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ATO, NALI/NALE

New NALE guidance still has issues

Updates to NALI guidance from the ATO has been welcomed but more details are still required in regards to key matters.

Updates to NALI guidance from the ATO has been welcomed but more details are still required in regards to key matters.

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ASIC, Investments, Superannuation

Macquarie to reimburse Shield investors

Macquarie Investment Management will return all funds invested into the Shield Master Fund via its superannuation platform as part of new court action.

Macquarie Investment Management will return all funds invested into the Shield Master Fund via its superannuation platform as part of new court action.

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Compliance, Crypto Assets, Investments, Trusts

13.22c no easy way into crypto

The structure of a 13.22c unit trust may appear to make it useful for an SMSF to invest in crypto, but it is more likely to break super laws.

The structure of a 13.22c unit trust may appear to make it useful for an SMSF to invest in crypto, but it is more likely to break super laws.

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