Articles by Darin Tyson-Chan

Compliance

Unit trusts to experience revival

A sector consultant has predicted an increase in the use of unit trusts by SMSFs as a means of making compliance with the $1.6 million transfer balance cap under the new superannuation measures easier for trustees in certain circumstances.

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Accounting

Plenty Plus integrates with Class

Online transactional advice solution portal for unlicensed accountants Plenty Plus has added integration with Class Super that will give users the ability to automatically determine which of their existing clients have advice needs.

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Business News

Risk cover now poses real dilemma

SMSF advisers will now have to consider carefully how they structure their clients’ risk cover either inside the super fund or external to it, a senior technical executive has said.

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Regulation

Elder abuse measures need fine-tuning only

The SMSF Association has called on the federal government to tweak the existing policy aimed at preventing elder abuse instead of completely overhauling it.

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Business News

New expert SMSF book set for release

SMSF industry expert Grant Abbott has written a new book aimed at providing all current participants and prospective participants within the sector with relevant superannuation strategies in light of the changes to the retirement savings framework to be implemented from 1 July.

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From the Editor

Prioritising is the key

The SMSF community has gone into a little bit of meltdown since the passing of the Superannuation (Excess Transfer Balance Tax) Bill 2016 and Treasury Laws Amendment (Fair and Sustainable Superannuation) Bill 2016 late last year.

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Retirement

Borrowing to contribute has some merit

The dramatic reduction in the superannuation non-concessional contributions caps to be introduced on 1 July has given some merit to the strategy where an individual puts borrowed money into their retirement savings vehicle, a senior accounting executive has said.

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Regulation

Driver of LRBA rule tweak a mystery

The reasoning behind the government’s proposal to include assets held under a limited recourse borrowing arrangement (LRBA) as part of an individual’s total super balance is still not clear, according to a senior technical expert.

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Superannuation

Foreign transfers a fund balance variable and opportunity

SMSF financial advisers need to be mindful of the implications foreign pension fund transfers can have for their clients’ total super balances (TSB) as well as their advice value propositions for this service, a sector technical expert has said.

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Accounting

Robo-advice service targeting accountants

Digital investment advice provider and fund management firm Stockspot has launched a specific service aimed at helping accountants meet the financial advice needs of their clients without having to become licensed.

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