Articles by Darin Tyson-Chan

Financial Planning, Retirement

Advisers must provide specialist death benefits advice

SMSF death benefits advice

An SMSF strategist has said the super reforms mean advisers need to provide better solutions for clients upon the death of a member.

read more
Financial Planning

Limited licence advice system has caused confusion

limited licence advice

A call has been made by a partner in a large chartered accounting firm for the introduction of a better licensing system for SMSF advisers.

read more
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

Copyright © SMS Magazine 2024

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.