Articles by Jason Spits

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.

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Documentation

Sequoia acquires Topdocs Legal

Sequoia Topdocs

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

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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ATO, Superannuation

ATO flags bank transaction limits

SuperStream transaction limits

SMSFs should check if they have enough liquid assets and no transaction limits when planning on using SuperStream.

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