Articles by Darin Tyson-Chan

Financial Planning

Affordable advice an increasing challenge

affordable; financial; advice; planners

The ability to provide affordable advice has been revealed by the latest industry research as a growing challenge for the financial planner community.

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Estate Planning, Tax

Death benefit lump sums restrictive

Death benefit; lump sum

A senior superannuation consultant has warned lump sum death benefits can be restrictive when managing the financial obligations resulting from a deceased member’s affairs.

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Regulation, Superannuation

Government committed to aiding SMSF sector

Jane Hume; SMSF; audit cycle

The newly returned coalition government has confirmed its commitment to helping the SMSF sector succeed but has not revealed its plans for the three year audit cycle.

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Administration, Regulation

SMSF administrator calls for SuperStream clarity

An SMSF stakeholder has called for clarity on what funds should do about the introduction of SuperStream now its implementation date has been postponed.

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ETFs

Vanguard drops ETF fees

The yearly fee associated with one of Vanguard Australia’s most popular ETF products has been cut by several basis points.

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Superannuation, Tax

Super taxes won’t be reviewed

review: superannuation; retirement

The federal government has indicated the review it will conduct into the superannuation system will not examine the taxation of retirement benefits.

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ATO

ATO developing online trustee test

The ATO is developing a mandatory awareness program to ensure an SMSF trustee can understand their obligations before they run their own super fund.

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ASIC, Regulation

Legacy complaints now under AFCA’s remit

The Australian Financial Complaints Authority is now able to deal with legacy complaints about the financial services industry as a result of approval granted by the Australian Securities and Investments Commission.

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Pensions, Retirement

Time running out for anti-detriment benefits

anti-detriment; provisions; death benefits

Advisers wanting to take advantage of the anti-detriment provisions for death benefits paid to their clients must do so before 1 July, a financial institution has said.

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Education, FASEA, Financial Planning

Industry body criticises FASEA exam guidance

Guidance material provided by the Financial Adviser Standards and Ethics Authority (FASEA) for its new financial adviser exam has attracted criticism from the advice sector for being too vague and irrelevant.

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