Articles by Darin Tyson-Chan

Strategy

Diversification across asset classes misleading

The investment diversification strategy implemented by many SMSF members may not be effective, even when it involves multiple asset classes, leaving room for the inclusion of high-grade bonds to provide a truly defensive portfolio component, a global fund manager has said.

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Strategy

Strategies must have younger trustee appeal

SMSF advisers must tailor strategies for all demographics to demonstrate the real appeal this retirement savings structure has for all superannuants, a sector expert has said.

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Strategy

Super reforms result in TRIS evolution

Advisers should reconsider the transition-to-retirement income stream (TRIS) strategies they apply for their clients due to the changed characteristics of these structures in the wake of the superannuation reforms, an SMSF expert has said.

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Superannuation

Government working to ease super pain

Revenue and Financial Services Minister Kelly O’Dwyer has emphasised the federal government is taking considered measures to ensure the super reforms do not cause too much disruption to financial advisers and SMSF trustees.

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Superannuation

Superannuation drops as wealth component

The latest Roy Morgan research into the net wealth of Australian households has found superannuation and pensions/annuities are playing a smaller part in the make-up of people’s overall financial positions.

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From the Editor

They’re at it again

Superannuation is a sector of the Australian financial make-up that seems to be undergoing constant scrutiny and potentially constant change, whether the public knows it or not.

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Compliance

ATO scrutinising all unit trust investments

The ATO is in the process of examining all SMSF investments in unit trusts as part of its compliance activities regarding related-party transactions, a technical expert has revealed.

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Compliance

Non-lodgement culprits on last notice

In the coming months the ATO will be increasing its activity against the most serious and common compliance breach, being SMSFs with significant balances that have continually failed to lodge an annual return.

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Business News

KSI unveils landbanking fund for SMSFs

Sydney-based investment management firm KSI Investments has launched what it claims is the first landbanking fund aimed at SMSF members.

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Regulation

TRIS treatment causing most angst

The September quarter round-up from BT Advice Technical showed most adviser queries during the three-month period centred on the treatment of transition-to-retirement income streams (TRIS).

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