Articles by Darin Tyson-Chan

ATO, Pensions, Retirement

TRIS could hinder indexation access

TRIS TBC indexation

The situation of a person turning 65 in June 2023 with a TRIS needs particular attention so they can maximise their personal transfer balance cap.

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Superannuation, Tax

New 30 per cent tax not accurate

30 per cent tax

Practitioners and SMSF trustees alike should not be under the impression the proposed new superannuation tax is just a 30 per cent impost.

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LRBA, Property, SMSF

LRBA interest rate pain coming

LRBA interest rate

SMSF trustees using a related-party LRBA and adhering to the PCG 2016/5 safe harbour rules will be facing a significant interest rate hike in 2023/24.

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Superannuation, Tax

$3m soft cap effect significant

$3 million tax impact

Advisers are expecting the proposed tax to be applied to people with a total super balance over $3 million will affect one-third of their SMSF clients.

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Retirement, SMSF, Superannuation

Longevity risk greater for SMSFs

longevity risk SMSF

SMSF trustees are likely to live longer than superannuants belonging to public offer funds, making them more susceptible to longevity risk.

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Education, financial advice, SMSF

Peer experiences sought by trustees

SMSF trustees peers

The past experience of their peers is what SMSF trustees looking to seek financial advice in the next 12 months want to learn from practitioners.

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Investments, Platforms

New WA firm added to OpenInvest platform

OpenInvest

A new online investment solution will now be available on the OpenInvest platform, offering consumers access to four diversified portfolios.

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financial advice, SMSF

Most trustees unaware of QAR

Quality advice trustees

Over half of SMSF trustees recently surveyed have indicated they have no awareness Michelle Levy’s Quality of Advice Review took place.

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Superannuation

SMSFs reject $3m soft cap

SMSF members $3 million tax

A recent sector survey has found nearly half of SMSF members believe the proposed $3 million soft cap is a bad policy initiative.

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AFCA, Compliance, financial advice, Investments, SMSF

Wholesale advice must be exclusive

wholesale investors advice

Practitioners must ensure they are not exposed to the compliance requirements for retail clients if they are purely servicing wholesale investors.

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