Articles by Darin Tyson-Chan

Administration, Financial Planning

Debate sparked over adequacy of single SOA

SMSF statement of advice

A debate has fired up as to whether more than one statement of advice is needed for SMSF clients to adequately disclose the significant risks associated with this type of super structure.

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ATO

ATO working on more meaningful performance data

ATO SMSF performance data

The ATO is working to improve the data SMSF trustees can use to compare their fund performance against that of large public offer superannuation funds.

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Regulation, Superannuation

SMSF Association calls for residency test review

SMSF residency test

The residency test for SMSFs is a rule the SMSF Association will be encouraging the government to amend due to some resulting poor outcomes for superannuants.

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Financial Planning

Never good time to stop grandfathered commissions

advisers grandfathered commissions

Advisers most affected by the removal of grandfathered commissions will never agree there is a good time to implement the measure.

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Financial Planning

Challenging times not deterring advisers

number of financial advisers

The anticipated reduction in financial adviser numbers is less significant than predicted, a recent survey has shown.

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Investments

Directly held shares dominant with SMSFs

Directly held Australian shares SMSF

A specialist administration software firm’s statistics have confirmed the popularity of Australian shares among SMSF investors.

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Regulation

Regulation uncertainty to escalate adviser struggles

financial advisers regulatory uncertainty

The latest sector research shows advisers expect the challenge of regulatory uncertainty to increase when it comes to servicing SMSF clients.

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Estate Planning

Advisers should recognise death benefit red flags

estate planning death benefit strategies

Better estate planning outcomes can potentially be achieved if advisers identify concerning aspects of death benefit strategies at their outset, according to an SMSF technical expert.

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Superannuation

SG increase to benefit certain workers

increase superannuation guarantee benefit

An industry consultant has said low-to-middle-income earners will benefit from a rise in the super guarantee levy from 9.5 per cent to 12 per cent.

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ETFs, Investments

Global exposure growing in importance

SMSF allocation international assets

Having an investment allocation to international assets is increasing as a priority for SMSF trustees, according to the latest sector research.

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