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

17 Feb

Inscorp and Now merger makes Financial Services Partners

The Now Financial Services and Inscorp financial planning groups are set to merge creating a combined planning group with about 250 advisers....

Financial planning

17 Feb

Fiducian plugs SMA offering

Fiducian Portfolio Services will start to market their own separately managed account (SMA) claiming that it has been in existence for a number of years....

Financial planning

17 Feb

Chifley strikes second client deal with Monitor Money

Chifley Financial Services has struck a deal with Monitor Money for the latter to take on board 180 clients with $35 million in funds under management....

Financial planning

17 Feb

Winners not certain in SMA rollout

Banks, platform providers and technology providers are likely to be the groups to benefit from the roll-out of separately managed accounts (SMA) into the Australian marke...

Financial planning

17 Feb

ASIC at crossroads over SMA regulation

The Australian Securities and Investments Commission (ASIC) would seek further industry input and discussion before it realises its final position on the regulation of se...

Policy & Regulation

17 Feb

Tax office lose scheme case

The Australian Taxation Office (ATO) has lost a court action brought by investors in a tax-effective scheme when the Federal Court ruled they entered into the scheme for ...

Funds management

14 Feb

APRA shuts down CNAL directors

The Australian Prudential Regulation Authority (APRA) has disqualified two former directors of Commercial Nominees of Australia (CNAL) from acting as responsible officers...

Financial planning

10 Feb

Van Eyk owners revealed

The mystery surrounding last year’s announcement of new owners buying into van Eyk Research has turned out to be less intriguing than first reported with the group still ...

Financial planning

10 Feb

RSA restructure spells exits for Kiwis

Royal & SunAlliance have restructured its operations ahead of its upcoming float with a number of New Zealand based executives set to leave the group while managing direc...

Financial planning

07 Feb

CFS letter gaffe controversy catches 1000 clients

The controversy over the Commonwealth Bank’s contact of clients held by rival dealer groups has ballooned, with the group admitting last week that it wrote to 1000 client...