Articles by Darin Tyson-Chan

Documentation

Bushfires spotlight documentation issues

Bushfires SMSF documentation

Actions to remedy lost or destroyed SMSF documentation have come to the fore as a result of the recent bushfires and floods across the nation, according to a technical expert.

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Tax

CGT relief errors not dire

Capital gains tax relief

Errors made at the time an SMSF elected to use the capital gains tax provisions can now be corrected, a technical expert has said.

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Accounting, Financial Planning

Good traction for advice JV model

advice accounting joint venture

Advice licensee Crescere’s joint venture offering to accounting practices is proving successful with a number of firms in major citites signing on.

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Strategy, Superannuation

SMSF intergenerational wealth purpose to rise

SMSFs intergenerational wealth

Over the next 10 years, SMSFs will increasingly be used an intergenerational wealth accumulation vehicles, a leading actuary has said.

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Estate Planning

Language paramount in estate planning

Estate planning language

A legal specialist has warned financial advisers need to give just as much consideration to language as they do figures when providing estate planning advice.

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ASIC, Financial Planning

Adviser gets permanent ban

Adviser banned SMSF loans

ASIC has ipermanently banned a Queensland adviser who advised clients to make loans from their SMSF to his businesses, breaching his best interests duty.

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ASIC, Regulation

SMSF advice should mirror auditor framework

Licensing regime

The licensing regime governing SMSF advice should be structured along the same lines as the approved SMSF specialist auditor register, a prominent adviser has said.

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Financial Planning

ALP wants more accessible advice

financial advice access

As Australians retire with more savings than ever before, the federal opposition would like quality financial advice to be more accessible to the greater public.

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Retirement

SMSFs should be prototype

SMSF sector

The SMSF sector should be seen as a prototype demonstrating how Australians can be better serviced in retirement by super funds, an industry body leader has said.

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Appointments

SMSFA introduces new designation

SMSf Association designation

The SMSF Association has introduced a new designation to recognise members with a long history of servicing the sector in a significant manner.

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