Articles by Jason Spits

Appointments, Superannuation

New super minister adds sector experience to role

The second Morrison ministry will feature a new face with 20 years’ experience in the financial services arena to oversee the superannuation sector.

read more
Pensions

BDBNs dangerous territory for advisers

&

Advisers making changes to BDBNs or reversionary pensions may be engaging in legal work that could negatively impact on them and their clients.

read more
Education

FASEA begins assessing foreign qualifications

FASEA will begin assessing university qualification attained overseas, taking around two weeks to inform advisers if they meet the new education standards.

read more
Retirement, Tax

Tax impact of franking credits remains unaddressed

tax impact; franking credits

The impact of franking credit refunds on the wider tax base has yet to be addressed, despite refunds featuring prominently in the recent federal election.

read more
LRBA, Property

LRBAs to bounce back after election

limited recourse borrowing arrangements; LRBA; Grant Abbott

The use of limited recourse borrowing arrangements has been predicted to rebound in the coming months, driven by government support and lower property prices.

read more
Financial Planning, Investments, Tax

Franking credit planning premature

Advisers and clients who moved to offset the impact of Labor’s proposed franking credit refund ban should have waited until the legislation, according to SuperConcepts.

read more
LRBA, Superannuation, Tax

Election puts SMSF measures back on govt agenda

Green tick in box labelled yes

The coalition’s election win is likely to result in a number of stalled superannuation and SMSF measures being reintroduced into parliament within weeks.

read more
Investments, Pensions, Retirement

Hub24 platform adds Challenger annuities

Hub24 has added three annuity products from Challenger to its investment menu.

read more
Retirement, Tax

Labor voters turn against franking credit plan

The opposition’s plans to ban franking credit refunds has been rejected by Labor voters who have indicated they will switch parties over the issue.

read more
ATO, Superannuation

SMSF establishment balances jump

SMSF establishment balances have increased says the ATO

More SMSFs are being established around the $500,000 mark, meeting the Productivity Commission’s suggested benchmark made earlier this year.

read more

Copyright © SMS Magazine 2019

ABN 43 564 725 109

Benchmark Media

Site design Red Cloud Digital