Articles by Darin Tyson-Chan

ATO, Investments

ATO letters ensuring good fund management

ATO SMSF investment strategy

A specialist SMSF lawyer has described the ATO’s decision to scrutinise the investment strategy of certain funds as no cause for alarm.

read more
Investments, Property

Property currently more an income play

Commercial property capital gains

Non-residential real estate is currently more likely to generate stronger returns from income than capital gains, a specialist commercial property lender has said.

read more
Compliance, Financial Planning

Pre-emptive advice solutions required

Financial planning advice compliance

A chartered accounting firm partner has called for greater proactivity from the financial planning industry in addressing poor compliance practices.

read more
Financial Planning, Superannuation

AFCA shares crucial SMSF switching advice elements

AFCA SMSF switching advice

Financial planners have been made aware of the elements the Australian Financial Complaints Authority focuses on when examining disputes over SMSF switching advice.

read more
Compliance, Regulation

SMSF advice ranks highly in AFCA complaints

SMSF advice AFCA complaints

Complaints involving SMSF advice rank among the highest of the financial planning disputes the Australian Financial Complaints Authority has had to deal with, statistical data has shown.

read more
ATO

ATO flags TBC indexation awareness

Transfer balance cap indexation

Indexation of the transfer balance cap may be triggered as early as 1 July 2020, with the ATO already making preparations for this event.

read more
Superannuation

Canberra has 10 per cent SG limit

Superannuation guarantee

A Liberal MP has suggested there is no support on either side of the political fence to set the superannuation guarantee rate any higher than 10 per cent.

read more
ATO, Pensions

Better to claim ECPI after discretion application

ATO ECPI discretion application

A technical services manager has shared a successful approach to applying for ATO discretion to claim exempt current pension income when a minimum pension has not been met.

read more
Accounting

Accountants could miss huge SMSF opportunity

accountants overlooking SMSF opportunity

While demand for financial advice from accountants is on the rise, recent research has shown this professional group is largely ignoring this trend.

read more
Superannuation

SMSFs a top 10 advice motivator

SMSFs top 10 advice

Advice regarding SMSFs has ranked among the top 10 most popular reasons for Australians to seek financial planning services, a new Australian Securities and Investments Commission report has shown.

read more

Copyright © SMS Magazine 2024

ABN 43 564 725 109

Benchmark Media

Site design Red Cloud Digital