Jason Spits

Jason has been writing on financial services since 1999 and has worked on a number of trade media titles in both a full time and freelance capacity. He joined Money Management in 2013 in the role of Senior Journalist.

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Financial planning

27 Jun

SRI funds returns lag wider market

Investors in socially responsible investments (SRI) will lose about 0.7 per cent per year on their investments compared to mainstream investments according to a report re...

Funds management

20 Jun

Berkley expands into funds management

The Berkley Group will expand its focus beyond financial planning into funds management with the creation of Berkley Group Funds Management and the rollout of its first t...

Financial planning

20 Jun

ATO loses APSI case

The Australian Tax Office (ATO) has lost a case in the Federal Court in which it argued that a stock broker had breached tax laws relating to the Alienation of Personal S...

Financial planning

20 Jun

SRI fund returns lag wider market

Investors in socially responsible investments (SRI) will lose about 0.7 per cent per year on their investments compared to mainstream investments according to a report re...

Financial planning

20 Jun

Coddington launches client profile tool

In a bid to assist planners to come to terms with the ‘Know Your Client’ provision of the new Financial Services Reform Act licensing regime, Coddington Finance Corporati...

Financial planning

20 Jun

BT extends margin lending

The BT Financial Group has extended its margin lending facility within its wrap account service to now cover equity investments....

Financial planning

20 Jun

FSR problems can be your problems

Just over a week ago, on June 11, the long awaited and much feted Financial Services Reform Act (FSRA) passed the three month mark since it became a law and ended the lon...

Financial planning

20 Jun

Carving up the remuneration pie

While master trusts and wraps make administration easier, they have also added another level of fees. JASON SPITS examines who gets what in the platform fee carve up....

Financial planning

20 Jun

When will our focus shift from fees?

THE ASCENSION of the administration platform has been taking place for more than a decade, making it hard for planners to remember when they did not use one....

Financial planning

20 Jun

Now is the time to kick the tyres

Has the roll out of financial services products reached a plateau? In recent week there have been a large number of product providers rolling out enhancements and new fea...