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

20 Jul

Zurich takes on back office

Zurich Financial Services has staked its claim in the financial planning back office market with the launch of a dealer group outsourcing service....

Financial planning

20 Jul

Perpetual says no more

Perpetual Investments will not take on any more institutional clients for at least 12 months but rather concentrate on servicing those already with the group, according t...

Financial planning

20 Jul

DIYs queue up for ATO register

When the clock ticked over to the first of April this year tens of thousands of small superannuation funds across the country had been forced to re-evaluate where they wo...

Financial planning

20 Jul

Surf’s up at IFSA Conference

Given the current state of the waters in the financial services industry, IFSA’s “Catch the Wave” theme is appropriate – even if the conference is scheduled for Melbourne...

Accounting

20 Jul

Saxby wins over accounting group

Saxby Bridge Financial Planning has beaten out a number of planning groups including Count Wealth Accountants to supply financial planning information to members of the N...

Accounting

18 Jul

Saxby Bridge wins over accountants

Saxby Bridge Financial Planning has beaten out a number of planning groups including Count Wealth Accountants to supply financial planning information to members of the N...

Financial planning

18 Jul

Compliance comes to the fore

Attendees at this year's Investment and Financial Services Association (IFSA) conference will find it hard to avoid coming face-to-face with the thorny issue of complianc...