Articles by Jason Spits

Retirement, Superannuation

Retirement covenant includes SMSFs

retirement income covenant SMSFs

The retirement income covenant will apply to all super funds, including SMSFs, and will carry similar obligations to those required for investment strategies.

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ECPI

Accounting bodies call for ECPI alterations

ECPI calculation

Two accounting bodies have put forward their own alterations for the calculation of ECPI and called for indexing to apply to disregarded small fund assets.

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AFCA, Financial Planning

Compo scheme to cost advisers $300 a year

compensation scheme advisers

Financial advisers are set to be charged nearly $300 a year under plans to introduce a compensation scheme of last resort.

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Documentation, Superannuation

E-document changes have other benefits

electronic documents SMSF

Changes to allow the signing of company documents electronically will bring in other measures that will benefit SMSF trustees and members.

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FASEA

FASEA set to expand approved course list

FASEA courses list

FASEA will expand its list of approved courses for financial advisers and is seeking industry input on their inclusion on the course register.

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ATO, Technology

Six-member fund registration from mid-August

six-member fund registration

The ATO will need a further four weeks to get its systems in place to handle the registration of six-member funds.

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ATO, Superannuation

Personal TBC data available, but still in flux

personal TBC ATO

The SMSF Association has reminded fund members they can now access their personal TBC information, but it may still change as the ATO updates its records.

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Investments

Zenith adds ESG overlay to all funds on list

responsible investment funds

Zenith Investment Partners has examined nearly 900 funds on its recommended list to assess the levels of adherence with responsible investing criteria.

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ATO, Property

AAT call casts shadow on 13.22c developments

13.22c real estate developments

Real estate developments in a 13.22c unit trust should be tested with the ATO before commencing after a recent case threw doubt on their validity.

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FASEA

Exam registration change open for feedback

FASEA exam registration

The advice sector has been given 14 days to respond to FASEA’s plans to drop the three-month registration requirement for the November exam.

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