Articles by Darin Tyson-Chan

Investments, Retirement

Retirees require better risk protection

ASIC Retirees risk

ASIC needs to do a better job in making sure the risks associated with offerings advertising higher-than-average returns are properly communicated to retirees, a senior executive from a research house has said.

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Compliance

Targeted implementation of work test amendment likely

Targeted work test

A technical expert has suggested the relaxing of the work test rules is likely to be implemented in a fashion targeted toward certain individuals.

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ATO, Investments

ATO sets high investment strategy standard

SMSF investment strategy

The ATO’s expectations as to what should be contained in an SMSF investment strategy exceed the law, according to a specialist auditor.

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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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