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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Policy & Regulation

06 Aug

Introduce flat tax for low income earners and unemployed.

Income tax should be levied on a flat basis across all income recipients including the unemployed, benefits recipients and low income earners according to KPMG partner Be...

Financial planning

04 Aug

ATO tax rejig to hit fund managers and super funds

Fund managers and superannuation funds will be required to make changes in the reporting of taxation that will be comparable in scope with those made for SuperStream unde...

Financial planning

01 Aug

Handful of PI providers hold advice market

Nearly 50 per cent of financial advisers access PI insurance through one of three insurers with CGU supplying nearly a quarter of planners with PI cover....

Financial planning

01 Aug

Telstra Super has most valuable planners in non-retail super sphere

Telstra Super Financial Planning has the most valuable financial planners in the corporate and industry super arena with high levels of funds under advice and funds under...

Financial planning

31 Jul

Bank ownership of planners over-reported

Media reports suggesting AMP and the big four banks own 80 per cent of financial planners are incorrect with their actual ‘ownership’ levels of financial planners below 6...

Financial planning

30 Jul

Charter and Dover named dealer groups of the year

Charter Financial Planning and Dover Financial Advisers have been named Dealer Groups of the Year based on data gathered as part of the Money Management Top 100 Dealer Gr...

Financial planning

29 Jul

Niche planning groups hold most valuable planners and clients

Private wealth and boutique adviser groups have topped the list of planners and clients with high levels of funds under advice according to data gathered in this year’s M...

Financial planning

29 Jul

FSI regulatory changes should not create costs

Changes to regulatory regimes should not come at extra cost to the financial services sector but from alignment of current regimes....

Financial planning

28 Jul

PIS gets thumbs up at conclusion of monitoring program

PIS has completed a monitoring program with ASIC stating the group had made significant improvements in compliance and audit functions...

Financial planning

28 Jul

Planner numbers fall for fourth year

Overall planner numbers have fallen for the fourth consecutive year with the non-institutionally owned sector losing more than 10 per cent in 12 months...