Articles by Jason Spits

Investments

PIMCO introduces its first listed investment trust

PIMCO income LIT

The demand for income-generating investments has resulted in PIMCO planning for the releasing of a new listed investment trust in 2022.

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Financial Planning

Consider capacity across a spectrum

client capacity

Advisers should not presume the incapacity of a client to act in one area will restrict them from acting in another.

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Financial Planning, Regulation

Labor stance on degrees welcomed

Labor advisers degree

The federal opposition’s promise that it will not require experienced advisers to hold a degree has been welcomed by the SAFAA.

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Pensions

TBA can create pension payment trap

TBA pension payment

Unreviewed death benefit pension plans may saddle a surviving spouse with funds that could get pushed out of the super system.

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Business News

Melbourne Uni to offer SMSF tax course

SMSF tax course

The University of Melbourne will run a three-day intensive course on tax and SMSFs led by two SMSF legal experts.

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Contributions

Carry-forward contribution accrual carries on

Carry-forward contributions

Carry-forward concessional contributions do not permanently end, but the ability to access them is governed by fund balances

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ETFs

BetaShares unveils three thematic ETFs

BetaShares ETFs

BetaShares will launch three new thematic ETFs centred on the electric vehicle, electronic payments and video game sectors.

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Accounting

Details of legacy pension changes released

legacy pension commutation

The much awaited details regarding changes to commuting legacy pensions have been released as part of a consultation process by Treasury.

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Estate Planning, Financial Planning

New advice body details member costs, benefits

SAPEPAA membership

The newest association to represent the interests of specialist advisers has formally launched, outlining its membership fees and service offering, including a business marketing and referral service for foundation members. The Succession, Asset Protection and Estate Planning Advisers Association (SAPEPAA) was launched online earlier today by the Association’s board chair Grant Abbott who said the […]

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Contributions

No need to track early release recontributions

SMSF early release recontributions

SMSFs will not need to track or measure COVID-19 early release recontributions with that task being handled by the ATO.

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