Articles by Darin Tyson-Chan

Compliance

Reversionary pension deadline awareness vital

SMSF advisers and trustees must be aware of the time frame applying to death benefits payouts under the new superannuation rules when assessing the type of reversionary pension to put in place, a superannuation lawyer has said.

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Accounting

Shadow shop may not show mass non-compliance

Recent research on the accounting profession performed by licensing solutions service provider Accountants’ Scaled Advice Platform (ASAP) has led the firm’s chief executive to conclude the impending Australian Securities and Investments Commission (ASIC) shadow shopping exercise into SMSF advice is unlikely to expose widespread provision of unlicensed advice by accountants.

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Business News

ACBC launches SMSF fixed income book

Australian Corporate Bond Company (ACBC) has launched an e-book to assist SMSF trustees manage the defensive portion of their portfolios more efficiently.

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Business News

Significant cash return differences for SMSFs

Comparison site Mozo has found a substantial differential exists among the returns from cash products servicing SMSFs that could be reducing fund performance for trustees and members.

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From the Editor

Stop the loathing

No matter how many statistics are published about how successful and how satisfied SMSF trustees are with their superannuation funds, scepticism and dread of this sector of the retirement savings industry just won’t go away.

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Compliance

Separation of assets a major compliance issue

The recording of SMSF assets under the proper name or entity is an issue the ATO has ranked among its top 10 current compliance problems.

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Superannuation

Optimal SMSF performance threshold defined

The latest joint research from SuperConcepts and the University of Adelaide’s International Centre for Financial Services has determined the SMSF asset balance at which investment returns generated significantly improve for members.

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Commercial Property

Commercial property good for diversification

Trustees should consider greater allocations to unlisted commercial property in SMSF portfolios for better diversification and returns, according to a manager for the asset class.

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Regulation

Advisers must note asset segregation rules

Advisers need to be aware of the two dimensional nature of the asset segregation rules to understand this type of arrangement can still exist in an SMSF even after the implementation on 1 July of the new legislation governing the superannuation system, an industry educator has said.

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Superannuation

Shadow shop supported in the main

The Australian Securities and Investments Commission’s (ASIC) announcement at last month’s SMSF Association National Conference that it will be conducting a shadow shopping exercise on SMSF advice has been met with a mixed reaction from sector practitioners.

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