Articles by Darin Tyson-Chan

ETFs

APLs stifling ETF usage

The restrictive nature of dealer group approved product lists (APL) is the major reason more financial planners are not recommending the use of exchange-traded funds (ETF) for their clients, according to an industry forum.

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Practice Management

HR key for accountant advisory arms

Finding the right people is the critical element for accountants who want to build a successful financial planning arm within their existing practice, according to the head of a specialist business partnership group.

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Accounting

New scheme may facilitate third-party assistance

View of Sydney from Potts Point in cloudy weather

The First Home Super Saver Scheme (FHSSS) introduced as part of the 2017 federal budget could potentially provide a welcome avenue for third parties to assist in the purchase of a residence for younger family members, a technical expert has said.

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Compliance

TBAR double counting bears tax penalty risks

The different rules governing the transfer balance account report (TBAR) for SMSFs compared with Australian Prudential Regulation Authority (APRA)-regulated super funds may easily lead to attracting an excess transfer balance cap determination and the associated tax penalty, a technical expert has warned.

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Compliance

Licensing not accountants’ biggest challenge

Complying with the licensing regime now applying to accountants wanting to service SMSF clients with financial advisory services has not been the largest hurdle for these practitioners to successfully transition their businesses, a specialist licensing consultant has said.

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ETFs

Trustees still need ETF guidance

Despite the popularity of exchange-traded funds (ETF) in the SMSF sector, trustees continue to require education and guidance on the use of these investment instruments, a technical expert has said.

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ETFs

More ESG ETFs to come

A major exchange-traded fund (ETF) manager has predicted there will be an increasing number of these offerings covering environmental, social and governance (ESG) investing being introduced to the market in the future.

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ETFs

SMSFs like diversification from ETFs

Diversification is still the major factor motivating SMSF members to invest in exchange-traded funds (ETF), the latest market research has shown.

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ETFs

SMSFs no longer main ETF growth driver

The latest industry research has revealed that while SMSFs’ use of exchange-traded funds (ETF) continues to increase, they are no longer the main growth driver for these types of investment vehicles.

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Business News

Macquarie platforms add Cooper Investors funds

Global equities fund manager Cooper Investors has broadened its push into the retail investor market with the inclusion of its two funds on Macquarie platforms.

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