Articles by Jason Spits

BDBNs, Estate Planning

Status of SMSF wills clarified

SMSF wills status

The use of SMSF wills is likely to increase after the Hill v Zuda case affirmed they were a legitimate way to bind death benefits to a beneficiary.

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Technology

Admin provider adds automated help function

SuperConcepts chatbot

SuperConcepts has added an automated tool to direct users of its website to relevant information based on a few questions.

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Accounting, Financial Planning

SMSF growth good news for advisers

SMSF increase advisers

SMSF practitioners expect recent establishments to continue and fund advice to boost revenue in the coming years.

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BDBNs

No requirement to approve BDBN

BDBN approval

The Hill v Zuda case has confirmed SMSF members are not required to get trustee approval to make or change their BDBN.

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Retirement

Retirement projection tool upgraded

mSmart retirement tool

mSmart has updated its retirement modelling tool to factor in the impacts of downsizing, reverse mortgages and broken work patterns.

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Accounting, Financial Planning

Accountants well qualified to give advice

accountants SMSF advice

Qualified accountants should be able to provide limited SMSF advice having already met the standards needed to do so.

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Property, Retirement

Reverse mortgage milestone passed

Pension Boost reverse mortgage

A specialist firm that helps pensioners access reverse mortgages has passed a milestone in approvals from a scheme run by the government.

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Financial Planning

Industry push for advice regime change

Industry bodies advice review

A group of 12 industry bodies has recommended the Quality of Advice Review focus on making advice easier to deliver by enabling the professionalism of practitioners

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Regulation

DDO regime should include carve-out

SMSFs DDO

SMSFs should be exempt from design and distribution obligations as they are not products, but personalised structures used by members to access products.

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Investments

Pooled investments favoured

SMSF pooled investments

SMSFs are using pooled structures for around one-third of their investments, according to an analysis of underlying funds from an administration provider.

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