Articles by Darin Tyson-Chan

Pensions

Solvency issues for DB pensions

defined benefit pensions solvency

The negative impact COVID-19 has had on investment markets could result in solvency issues for SMSFs with complying defined benefit pensions, a leading actuary has said.

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Documentation

Choice of document provider critical

SMSF document provider

Advisers could introduce compliance risk to their practices if they choose an SMSF document provider using cost as the main consideration, a specialist lawyer has said.

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ATO

ATO stats reflect TBC impact

ATO statistics transfer cap

The introduction of the transfer balance cap has had a significant impact on SMSF member behaviour as indicated by the latest ATO sector statistics, a technical expert has said.

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Pensions

Pension commutation TBA impact overlooked

Pension commutation

Advisers may not be recognising the advantages of using partial commutations for drawdowns above the minimum pension, a technical specialist has said.

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Superannuation

SG policy needs perspective

super guarantee policy

A flexible and common-sense approach towards determining the super guarantee has been called for by a specialist actuarial firm.

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Investments

Trustees stick solid through COVID-19 hit

SMSF trustees investments COVID-19

SMSF trustees in the main have left the investment mix of portfolios untouched in the wake of the market disruption resulting from the COVID-19 pandemic, the latest sector research has shown.

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Superannuation

Adequate super amount overestimated

comfortable retirement

Individuals tend to overestimate the level of savings they need to fund a comfortable retirement, a senior financial adviser has said.

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Retirement

Longevity risk intensifying

longevity risk retirement planning

Longevity risk will be playing a bigger part in retirement planning as the latest Australian Government Actuary data has indicated morality rates among Australians are continuing to fall.

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Retirement

Measures for retirement goals a strategy key

retirement strategy

Knowing what a successful retirement looks like to a client and having measures to determine whether these objectives have been achieved are critical to formulating a prudent strategy for this stage of life, a technical specialist has said.

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Superannuation

COVID relief blurs contributions

COVID super contributions

Legitimate contributions to super funds from individuals who have accessed their retirement savings early to alleviate COVID-19 financial hardship will face greater ATO scrutiny, a technical expert has said.

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