Articles by Darin Tyson-Chan

ATO, Investments

CAANZ makes recommendations re ATO letters

ATO SMSF investment strategies

A major accounting body has made recommendations as to how SMSF auditors, administrators and tax agents can play a role in the ATO’s scrutiny of investment strategies.

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Financial Planning

AMP planners receive legal action support

AMP planners legal action

The legal action the AMPFPA has proposed against AMP on behalf of its members has received significant support, increasing its likelihood.

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Administration, ATO

ATO to help track unused contributions

unused contributions carry forward

Administrative assistance being offered by the ATO should make monitoring the amount of a person’s unused concessional contributions cap with a view to using the carry-forward contributions provision much easier.

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Pensions

Reversionary pensions carry risks

Reversionary pensions BDBN

There are risks in establishing reversionary pensions for clients that could undermine estate planning strategies, a specialist SMSF lawyer has said.

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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.

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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.

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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.

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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.

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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.

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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.

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