Articles by Jason Spits

Financial Planning, Technology

Padua releases robo-advice solution

Padua robo-advice

Following on from the appointment of two senior staffers, Padua has released a new time-saving robo-advice offering.

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Technology

Map out cybersecurity processes

SMSF cyber-security

SMSF advisers and trustees must be clear about what cybersecurity processes are in place and should not merely accept them on face value.

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Investments

ASIC issues guidance to prevent greenwashing

ASIC greenwashing

Investment managers and super funds have been provided with guidance to ensure any sustainability-related products they offer are not engaging in greenwashing.

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ATO, NALI/NALE

NALE compliance stance extended

ATO NALE compliance

The ATO will continue its practice of not deploying compliance resources to address non-arm’s length expenditure breaches of a general nature.

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ASIC, Financial Planning

ASIC outlines adviser warning conditions

ASIC adviser warnings

ASIC has outlined when it will issue a warning to a financial adviser for poor conduct and noted these will also be passed on to their licensee.

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Contributions

Crunch numbers correctly for Div 293

Division 293 concessional contributions

The prospect of paying excess tax on concessional contributions due to Division 293 means advisers should consider all factors that shape a client’s taxable income.

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Trusts

Lag in trust entitlements receipt risky

SMSF trust entitlements

SMSFs should ensure they receive any entitlement from a trust before the end of the financial year to avoid in-house asset breaches and trust failures.

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ATO, Contributions

Follow reserving advice closely

SMSF contribution reserving

SMSF members have been warned to stick to the rules when planning to use contribution reserving and follow the ATO’s guidance closely.

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ASIC

Adviser levies remain static

ASIC adviser levy

ASIC has released its cost recovery levies, with those for the advice sector remaining static under a freeze introduced last year.

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Contributions

Members must track contributions

SMSF members contributions

Changes to contribution rules have put a greater onus on SMSF members to track their contributions as responsibility for this task does not rest with advisers or accountants.

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