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

30 May

Future planners must come down to Earth

BACK in the 1950s the future was seen as a time of jet-powered cars, plastic clothes and holidays on the moon. Far fetched, but given the potential of science and technol...

Financial planning

30 May

Planners have no case with ATO

In the coming weeks more focus will be placed on the end of the financial year and the part planners can play in formulating effective year end tax strategies....

Financial planning

30 May

Fiducian ramps up for growth with new initiatives

Fiducian Portfolio Services is gearing up to launch its own financial planning software and administration system as well as boosting the number of its offices to 30 by t...

Financial planning

29 May

CitiStreet add new defined benefits service

Citistreet has expanded its retirement services adminstration offering with the addition of a new defined benefit model which can be used as stand-alone product or as par...

Financial planning

28 May

InvestmentLink launches transaction service

InvestmentLink has expanded its services with the roll out of its transaction processing service for retail managed funds, only one day after the Australian Stock Exchang...

Financial planning

16 May

Platforms fail financial planning clients

Administration platforms such as master trusts and wraps do not provide benefits to clients and, in some cases, hide the inefficiencies of the financial planning industry...

Financial planning

16 May

FSRA – it’s all just an Act

The FSRA is nothing more than a furphy for Nick Bruining who has found that its just another way to make him prove what he does for a living....

Financial planning

16 May

The next step is to outwit, outplay and outlast to survive.

Last year the industry was abuzz with discussion centred around a paper called Hypercompetition. Now, as JASON SPITS writes, a follow-up report has been released and the ...

Financial planning

15 May

Margin lending boosts for Macquarie, Bendigo Bank and St George

Margin lending has continued to grab the interest and attention of the financial services industry with JDV announcing the rollout of a margin lending back office allianc...

Financial planning

03 May

UBS ecstatic with industry’s top award win

UBS Global Asset Management (UBSGAM) has taken out the most prestigious prize in the funds management industry, winning the overall title in the Money Management / ASSIRT...