Articles by Jason Spits

Financial Planning

SMSFs still in the dark over DDO

SMSF DDO

Two differing positions within the law continue to create uncertainty as to whether SMSF advisers must comply with the DDO regime.

read more
Financial Planning

Transaction complexity linked to capacity

trustee capacity

The ability of an SMSF trustee to make rational decisions can be linked to the complexity of a particular action and capacity should not be assumed.

read more
Documentation

Sequoia acquires Topdocs Legal

Sequoia Topdocs

Sequoia Financial Group will increase its service offerings to advisers after acquiring an SMSF focused legal practice.

read more
Appointments

AFA names Anderson as CEO

AFA chief executive Anderson

The AFA has named Phil Anderson as its chief executive following the departure of its recently appointed successor to Phil Kewin.

read more
ASIC, Regulation

TPB status key to speed of TFA registration

ASIC TPB registration

The automatic registration of tax financial advisers with ASIC will depend on their status with the Tax Practitioner’s Board at year’s end.

read more
Administration

BT points admin clients to Heffron

BT Heffron SMSF

BT will give SMSFs the option of choosing their own administration firm but has held discussions with Heffron about transition its clients to the latter.

read more
ASIC

ASIC prepares for FSCP rollout

ASIC adviser enforcement

ASIC has started preparations for its new adviser enforcement panel, but will not release guidance on its operation until early next year.

read more
Business News

BT to close Panorama admin service

BT Panorama SMSF

BT will close the SMSF establishment and administration services offered through its Panorama investment platform at the end of this week.

read more
FASEA

Exam re-mark creates licensing limbo

advisers exam results

Advisers waiting for a re-mark of the most recent FASEA exam will be unable to provide advice until they receive results in the new year.

read more
Financial Planning, Regulation

Review to look at scope of accountants advice

advice review accountants

The quality of financial advice review will consider what financial advice is, who can offer it and what accountants can do in the area of super.

read more

Copyright © SMS Magazine 2024

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.