Articles by Darin Tyson-Chan

Investments, Retirement

Capture spread critical for retirement investing

Sequencing risk retirees

Sequencing risk in retirement can be more effectively controlled through investments with managers with greater downside protection without necessarily having the best upside returns, according to an international wealth manager.

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Accounting

Advisers key to managing incapacity

incapacity SMSF trustees

Risks associated with the deteriorating mental capacity of SMSF trustees can be mitigated by a good client-adviser relationship, according to the director of a legal firm.

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Administration, ATO

Annual returns non-lodgement puts $45b at risk

SMSF annual returns

The non-lodgement of SMSF annual returns in 2019 has put in excess of $45 billion in superannuation assets at risk, according to the latest ATO data.

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LRBA

LRBA issue showing improvement

LRBA SMSFs

A commercial property financier has said the problem of SMSFs being established specifically to invest in property using a limited recourse borrowing arrangement (LRBA) is showing signs of waning.

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Pensions, Superannuation

Resolutions or agreements on death not binding

Pension resolutions agreements

A specialist lawyer has warned instructions as to the treatment of an existing pension upon a member’s death may not be legally binding if made via a resolution or a contractual agreement.

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FASEA

FASEA to hit entire SMSF practitioner space

FASEA to hit entire SMSF practitioner space

Practitioners servicing SMSF clients but not providing advice will still be affected by the changes resulting from the Financial Adviser Standards and Ethics Authority education requirements, according to a senior industry executive.

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Administration, Regulation

Six member funds regarded as franking credits foil

six member franking credits

A leading SMSF administrator has revealed interest among its clients to have more members in their funds has dropped away since the May federal election.

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ATO, Superannuation

Non-lodgement on the increase

SMSFs lodge annual return

The most recent ATO data has shown a jump in the number of newly registered SMSFs that have not logged the fund’s initial annual return.

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Documentation

SOA, investment strategy separate documents

SOA, investment strategy separate documents

A statement of advice should not be used as an SMSF investment strategy, regardless of the asset allocation information contained in it, according to an expert panel.

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Tax

Tax incentives remain important

Tax incentives remain important

Tax incentives will still be a significant contributing factor in the bid to encourage people to save enough money to fund their own retirement, according to Treasury.

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