Articles by Darin Tyson-Chan

From the Editor

Opportunity seized

Analysis is beginning to filter through as to superannuant behaviour in response to the retirement savings reforms introduced on 1 July.

read more
ATO

ATO has close to no TBC discretion

It is important for SMSF trustees to ensure their funds do not exceed the newly implemented transfer balance cap (TBC) due to the restricted parameters the ATO has to operate under when enforcing this requirement, the regulator has said.

read more
Superannuation

Superannuation tax framework done

'THE END' typed.

Revenue and Financial Services Minister Kelly O’Dwyer has declared the federal government’s work on the tax structure of the Australian retirement savings system is now complete and no further changes in this area will be made.

read more
Business News

Trading platform targets SMSFs via education

Foreign exchange and contracts-for-difference (CFD) trading platform provider easyMarkets is looking to attract more SMSF clients through education programs and networks informing trustees how these instruments can be used properly to enhance their portfolio returns.

read more
Auditing

Auditor disqualified for independence breach

&

The Australian Securities and Investments Commission (ASIC) has disqualified Kathleen Whittle of New South Wales from being an approved SMSF auditor after she was found to be in breach of fundamental independence requirements.

read more
Regulation

CGT relief deferral could cause client grief

The decision to take advantage of the capital gains tax (CGT) relief provisions contained in the super reforms legislation and defer the associated tax liability may pose problems for advisers who are servicing certain clients for the first time, the director of an advisory firm has said.

read more
Superannuation

SMSFs still top satisfaction levels

superannuation guarantee; retirement

The latest Roy Morgan research into the superannuation sector has revealed SMSFs continue to dominate their retail and industry fund counterparts in regard to member satisfaction over financial performance.

read more
Strategy

Family trusts complement SMSFs more than ever

The strategy to use family trusts in conjunction with SMSFs is potentially going to gain significance for retirees in the wake of the new super reforms, a specialist lawyer has predicted.

read more
Business News

Disputes in death a future challenge

The SMSF Association has identified death benefit disputes as being a major challenge moving into the future in a new paper, “Outlook for the SMSF Sector”, released today.

read more
Compliance

Many advisers miss tax agent rego renewal

The Tax Practitioners Board (TPB) has revealed 27 per cent of the 2748 registered tax financial advisers failed to renew their status in July with the industry body when required to do so.

read more

Copyright © SMS Magazine 2024

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.