Articles by Jason Spits

ATO, Superannuation

ATO flags bank transaction limits

SuperStream transaction limits

SMSFs should check if they have enough liquid assets and no transaction limits when planning on using SuperStream.

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Education

Govt amends degree requirements

financial advisers degree

The government has announced plans to allow advisers with a decade’s experience and a clean compliance record to practice without a degree.

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Investments

Software creates investment allocation flaw

investment strategy allocations

Differences in how software systems view assets can lead to flaws in how auditors may view an investment strategy.

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Retirement

Changes to Pension Loans Scheme welcomed

Pension Loans Scheme retirees

A revised name and interest rate for the Pension Loans Scheme have been welcomed by retirees, who say the changes will expand the appeal of the program.

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Appointments

FSC names acting chief executive

FSC deputy chief executive

The Financial Services Council has looked within to find an acting chief executive as Sally Loane makes her exit after seven years.

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Superannuation

Budget measures will become election promises

SMSF budget measures

The SMSF sector is likely to see budget changes from this year re-announced as election promises rather than as enacted bills in the next year.

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Business News

Hub24 revises Class offer

Hub24 Class dividend

Hub24 has upped the cash price it will pay for Class shares and made changes to future dividend payments under the purchase scheme.

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Superannuation, Tax

Cancelling ABN creates SuperStream glitch

SuperStream ABN

The cancellation of an SMSF’s ABN upon closure of the fund is creating problems with the rollover of tax refunds via SuperStream.

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Regulation

Election places super changes under cloud

Election super changes

A number of long sought-after changes may not pass through parliament before the next election due to a limited number of sitting days in the first half of 2022.

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ETFs

Fidelity launches demographics-based ETF

Fidelity demographics ETF

Fidelity has created an ETF version of a global demographic fund in response to demand for actively managed listed funds.

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